Epicor CPQ Reviews - Pros & Cons, Ratings & more

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Conga CPQ

Oracle CPQ

Epicor CPQ simplifies the process of ordering complex, custom products. It lets sales reps, partners, and online customers configure, price, and order anytime, anywhere. It auto-generates proposals, 3D/AR visuals, CAD drawings, and BOMs, improving speed, accuracy, and the customer experience.

Epicor CPQ

Web-based

business analyst

More and more people are looking to add their name or logo to a product. It is a great way to market and advertise what the wearer believes in or supports.

Product Owner

The ability to generate output documents from KBMax (like BOMs) has proven to be a valuable asset as well.

Engineering Lead

The SolidWorks automation is very strong and can help produce a complicated product and bill of material. Many competitors can not handle the CAD and BOM creation that KBMax is capable of.

The 3D capability of KBMax is visually appealing. Our Sales Reps and Customers have commented on how life like products look while using the 3D tool.

Because everyone uses the software in a different way, it can sometimes be difficult to get changes implemented by the KBMax team.

President

It was originally difficult to install as we had Microsoft "VISTA" on our computers. Through perserverance, KB Max was able to overcome the obstacles and get us a clean install.

Bill of Materials Technician

Not sure about how much IT knowledge will be required.

Although it could be something critical to your specific business, KBMax may not deem it critical based on other customer needs.

Odoo 

Great product and company

Our team found that it was not difficult to implement. 

Epicor CPQ Review

First Time User - Still in Learning Phase

Simple and adaptable for any of your business needs

We are in our 6th year of working with the product and have been able to handle most of our development in house with minimal or targeted support from Epicor.

Good Development platform

I have enjoyed learning the system and working withe the Epicor team

Just getting started in my Epicor journey

Visual Configure Price Quote.  Allowing customers to explore all available options.  Caterpillar machines have many options and attachments.

Caterpillar Product Owner Review

Overall KBMax has made a tremendously positive impact on how our company does business and it's alleviated a lot of the repetitive work that goes on day to day in our sales and production. It's also given us a far better way to define our products and given our sales team a way to visualize, for themselves and our customers, exactly what they're order in real time.

Flexible

With this platform we helped our customer streamline their quote process in a connected solution from sales to back-office.


CPQ solution with valuable features

Great people and support, but sacrifice some robustness of functions due to high degree of flexibility and customization that is possible (lots of troubleshooting).

Good flexibility but heavy to program depending on the requirement

Simply Easy

I do recommend KBMax Live, its ability to be customized and tailored exceeds other products we reviewed.

Implemeting KBMax

In the apparel industry customization is key.  More and more people are looking to add their name or logo to a product.  It is a great way to market and advertise what the wearer believes in or supports.  KBMax provides an experience for our customers to get creative.  They can design a product that represents the heart of their company.  

Power in the Customer's hands.

Our highest rating.  Service is really the strongpoint.  We can get answers to questions quickly and KB Max shines in this area especially.

KB MAx 

I highly recommend this software, especially if your product line contains part families with multiple sizes or variations that require 3D and 2D documentation. 


KBMAX Review

Thanks for the review.  Version 2 has significant improvements in the ease of use and documentation.

I would recommend Citius to any company looking to step into the arena of knowledge based engineering.

KB Max Review

I strongly recommend Citius.   Kevin, Doug, and the whole team are expert at what they do and have proven themselves to be dedicated, valued partners.

Epicor CPQ Reviews (2025)

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Pros and cons

18 reviews