# Epicor CPQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Epicor CPQ the right Product Configurator solution for you? Explore 21 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews --- Epicor CPQ 4.6 (21) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Epicor CPQ Ease of use 4.3 Customer Service 4.5 ## Pros and Cons in Reviews CA Chris A Software DeveloperConstruction, 201 - 500 employeesUsed the software for: 1-2 years. “Ease of use and having the capability to be able to essentially do anything we would need for our business.“ May 21, 2025 JS Joshua S Mechanical EngineerFurniture, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ December 7, 2020 JS Joshua S Mechanical EngineerFurniture, 51 - 200 employeesUsed the software for: 1-2 years. “Snap code makes the software easy to use and pick up with little previous programming experience.“ December 7, 2020 ## Showing most helpful reviews Showing 1-21 of 21 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Gioacchino (Gio) L. Product Owner Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Great product and company" December 2, 2020 5.0 Pros The KBMax configurator has been great, thus far. We are not only using it to provide configuration experiences within Salesforce but also to provide stand-alone configurators outside of Salesforce. This ability to re-use the configurator for different channels is key to keep our costs low as well as to provide a consistent experience across channels. The ability to generate output documents from KBMax (like BOMs) has proven to be a valuable asset as well. Our company has some pretty complicated product set, which requires complex rules and experiences to be built. So far, we have not run into a problem that we couldn't solve with the KBMax configurator. As a product owner, one of the most critical differentiators of KBMax (versus competitors) is the ability for us to prototype potential configuration experiences quickly. Anyone that works with configurators knows that there are many variables to consider and having the ability to try them and test them users quickly is invaluable. Just as important as the product, is the KBMax company itself. Everyone I've ever interacted with at KBMax has been great. Part of our company's choice to go with KBMax as a vendor partner was that they seemed to "get it". They picked up on our business needs quickly and understood our complicated configuration asks. Not only did they understand, they asked forward looking questions and have been pushing best practices upon us continuously as well. Cons We've noticed some deficiencies with multi-user authoring. For example, if you have multiple admins that are authoring or editing the same part of your configuration data model, you can potentially run into issues overwriting eachother's work. I'm not sure that any CPQ configurator solution does this well, though. However, we have provided this feedback to KBMax already to consider enhancing in future product releases. Alternatives considered [Oracle CPQ](https://www.capterra.com/p/140937/Oracle-CPQ-Cloud/)[Conga CPQ](https://www.capterra.com/p/216297/Conga-CPQ/) Review Source CA Chris A. Software Developer Construction Used the software for: 1-2 years ### "Epicor CPQ - Best CPQ on the Market" May 21, 2025 5.0 Overall I would describe my experience with Epicor CPQ as excellent. I personally work within the environment almost everyday, and the ease of use of the configurator really does make my job easier to make changes and meet deadlines. Pros Ease of use and having the capability to be able to essentially do anything we would need for our business. The support team is also fantastic and respond very quickly if there are any issues. The product itself in my opinion, is by far the best CPQ tool on the market. Other CPQs do not offer as many features, customizability, and control compared to Epicor CPQ. Cons There is not much I would really say that I dislike of Epicor. One thing that would be nice is if we were able to change some more of the layouts and views of certain fields. But overall, there isn't much to dislike of Epicor CPQ. Alternatives considered [Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/) Reason for choosing Epicor CPQ Epicor was by far the best compared to many different CPQ products that we looked at. The main driving point was the customizability and 3D viewer. Switched from [Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/) We wanted a configurator that we could visualize our product to our customers in 3D. Our previous product also very closed off and required us to contact support to make very small changes. Support also took sometimes weeks to months to get a response. Review Source BN Binh N. Director Digital Infrastructure Construction Used the software for: 2+ years ### "Good flexibility but heavy to program depending on the requirement" November 11, 2020 4.0 Great people and support, but sacrifice some robustness of functions due to high degree of flexibility and customization that is possible (lots of troubleshooting). Pros Flexibility to customize as needed. Easy interface. Cons Need to be a very technical programmer to configure the rules and workflow. Analytics is difficult (e.g. exporting quotes data, need APIs, etc..). Would like to see more native BI possibilities or at minimum export to Excel functions. Reason for choosing Epicor CPQ Flexibility Review Source RH Ryan H. Director of Software and Operations Construction Used the software for: 1-2 years ### "Epicor CPQ is ahead of all other platforms!" May 21, 2025 5.0 Head and shoulders above any other CPQ platform on the market! We did market research and also met with several competitors prior to selecting Epicor. Epicor delivered where others could not. Pros Where do I even start? The support team is fantastic, development team is fast and knowledgeable, and the interface is fully customizable. We had all of our needs met and our implementation phase Cons Can't say there is much that we don't like about the product. We initially had some issues related to the mobile version on older phones, but that has since been fully remedied. Alternatives considered [Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ConnectWise Automate](https://www.capterra.com/p/142789/ConnectWise-Automate/)[Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/) Reason for choosing Epicor CPQ 3D visual engine, interface customization, API, BOM generation, and NetSuite ERP integration. Switched from [Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/) We needed a better engine for 3D rendering that offered BOM generation and integration with NetSuite. Review Source MB Michael B. CIO Construction Used the software for: 1-2 years ### "Epicor CPQ is amazing" May 21, 2025 5.0 Overall experience has been great. Our dealers love it, utilizing it on the web is easy and straight forward for our customers. Pros The implementation, usability and quality of the product is what I like most about the product. Top notch product! Cons The billing. I am not sure we have had a correct invoice yet. I know that you guys switched to a new system but it has been a struggle to get accurate invoices. Alternatives considered [Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing Epicor CPQ Epicor met all our needs. Ease of use and total control of the system Switched from [Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/) We were looking for a 3d solution. Epicor met all our needs Review Source PB Patrick B. Engineering Lead Furniture Used the software for: 2+ years ### "Simple and adaptable for any of your business needs" December 3, 2020 4.0 Pros Because the snap code is so simple to use, anyone can pick it up and contribute. Instead of needing a programmer to build the entire system and feed them information, you can have people of the right disciplines create their own configurators. There's no concern about syntax errors, etc. The flexibility of the code allows you to adapt to any of your business practices and get as granular as you'd like with things. You never really run into something that the software isn't capable of. 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. Cons Although the Salesforce integration that we use is robust, it's not as fast as we'd like it to be when making revisions to orders. Because everyone uses the software in a different way, it can sometimes be difficult to get changes implemented by the KBMax team. Although it could be something critical to your specific business, KBMax may not deem it critical based on other customer needs. Reason for choosing Epicor CPQ KBMax stood out because of their simple snap code, broad scope across the company, CAD automation, and live visual scenes to help when configuring a product. Switched from [DriveWorks](https://www.capterra.com/p/102692/DriveWorks/) KBMax can impact every part of our organization and be used company-wide. Our old tool was mainly just focused on engineering. Review Source BZ Barry Z. IT Director Medical Devices Used the software for: Less than 6 months ### "Epicor CPQ Review" July 28, 2023 5.0 Our team found that it was not difficult to implement. Pros Easy to use and implement. It interfaces well into Epicor Kinetics. Cons It would be nice if the product was included with Epicor Kinetics. Reason for choosing Epicor CPQ n/a Switched from [Odoo](https://www.capterra.com/p/135618/Odoo/) Switched to Epicor Kinetics ERP Software and required a product configurator. Review Source SD Salvatore D. Senior Engineer Architecture & Planning Used the software for: 2+ years ### "Good Development platform" September 30, 2024 5.0 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. Pros The platform is easily accessible and once familiar with Snap Code it is each to make modifications. Cons I would like a clearer understanding of fees in using platform. Review Source JS Joshua S. Mechanical Engineer Furniture Used the software for: 1-2 years ### "Flexible" December 7, 2020 4.0 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. Pros Snap code makes the software easy to use and pick up with little previous programming experience. The flexibility of the software allows you to utilize it for many different scenarios. There's a lot of room for customization depending on the needs of your company and the other software you may be working with. If KBMax doesn't directly integrate with another software there is often some way you can make them work together. Cons Response to some bugs can be slow. If you have a bigger issue it will typically be resolved quicker, but some of the small to medium issues can take months to get fixed or have progress on them. I would like to see a little bit more responsiveness from the devs in this area. Review Source DM Daniel M. Cat Digital Product Owner Construction Used the software for: 1-2 years ### "Caterpillar Product Owner Review" July 28, 2023 5.0 Visual Configure Price Quote. Allowing customers to explore all available options. Caterpillar machines have many options and attachments. Pros In the end, the ability for customers to visually configure all compatible options and attachments on the machine, see the retail pricing, explore options, request a quote. Cons Preparing the 3D model to be web ready and customer facing. Duplicating the configuration and compatibility rules. Reason for choosing Epicor CPQ visualization capability, Snap logic capability Review Source SK Stéphane K. CEO Information Technology and Services Used the software for: 2+ years ### "CPQ solution with valuable features" October 21, 2020 5.0 With this platform we helped our customer streamline their quote process in a connected solution from sales to back-office. Pros Easy to implement Multichannel solution Multi Device solution (Mobile, tablet, desktop) Generation of documents for non IT teams Capability to extend Salesforce 3D & CAD generation for manufacturing Can be used to configure, price and quote insurance, telco, energy offers Cons Take in account subscription and renewal processes Reason for choosing Epicor CPQ Pricing Support Review Source TP Tina P. business analyst Apparel & Fashion Used the software for: 2+ years ### "Power in the Customer's hands." November 16, 2020 5.0 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. Pros 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. The snap code is also easy and intuitive to use. Cons I have found one of the most complicated pieces of the software is creating a scene. Most users will need a certain amount of computer knowledge to use this feature. Also, it seemed time consuming to create 3D models. I don't believe this would be the case if wearable fabric/material wasn't being used. Reason for choosing Epicor CPQ At the time 3D technology was (and still is) new to the apparel industry. KBMax had the most advanced technology for the boundaries that had to be set around decoration abilities while still offering very detailed 3D visuals. Review Source jL jeramie L. Quality Manager Machinery Used the software for: Less than 6 months ### "Just getting started in my Epicor journey" July 31, 2023 4.0 I have enjoyed learning the system and working withe the Epicor team Pros user friendly. Easily adaptability. Familiar format and screens that are common amongst modern software packages. it feels very up-to-date and modern. Cons there is a lot to learn and things are tied together. it works great if you have everything linked correctly, but it requires institutional discipline. Review Source CW Cindy W. Bill of Materials Technician Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "First Time User - Still in Learning Phase" July 28, 2023 4.0 So far, so good! Pros Just getting used to the ideas incorporated. Cons Not sure about how much IT knowledge will be required. Review Source AC Arnaud C. Marketing manager Building Materials Used the software for: 1-2 years ### "Simply Easy" November 16, 2020 5.0 Pros The simplest development platform for 3D I've ever used. I'm not a developper, and after a single training I'm able to manage many functionalities on our platform, add new products. Cons From my personal point of view, support could be the weak point (but my company i probably art of the issue) Reason for choosing Epicor CPQ existing platform, so a kind of warranty of success Review Source SMR Steve M. R. President Used the software for: ### "KB MAx " April 22, 2010 5.0 Our highest rating. Service is really the strongpoint. We can get answers to questions quickly and KB Max shines in this area especially. Pros This is an excxellent tool for use in configuring different products for our company and for our customers. We have demonstrated it's effectiveness to many customers of ours and found it to be extremely helpful in designing both new products and updating older models. It is a geniune help to produce a complete package for our customers and we have seen an ROI several times over. Cons 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. Review Source DS Don S. Design Engineer Used the software for: ### "KBMAX Review" March 11, 2011 4.0 I highly recommend this software, especially if your product line contains part families with multiple sizes or variations that require 3D and 2D documentation. Pros Can increase your production 1000%. If you have part families you want to model and document, KBMAX is a must do. We have seen a dramatic increase in the output of 2D drawings and 3D models. The software can also be adapted to many other areas besides engineering. We have only scratched the surface of what KBMAX can do. Customer support is very good. Cons Learning curve is a bit steep. No documented software or training manuals. Review Source Response from Epicor Software March 14, 2011 Thanks for the review. Version 2 has significant improvements in the ease of use and documentation. TG Timothy G. Applications Engineer Used the software for: ### "KB Max Review" April 22, 2010 5.0 I would recommend Citius to any company looking to step into the arena of knowledge based engineering. Pros KB Max is a great piece of software. It has allowed Everbrite to leverage vast gains in the reduction of Engineering times within the product categories that have been implemented. Kevin Bennett of Citius offers exceptional customer/consulting service and has a vast amount of knowledge to offer any implementation. Cons There are no drawbacks from what I've experienced thus far. Review Source TL Tony L. Programming Supervisor Used the software for: ### "Implemeting KBMax" April 30, 2013 4.0 I do recommend KBMax Live, its ability to be customized and tailored exceeds other products we reviewed. Pros Overall the product is very customizable. And the staff is very helpful and knowledgeable. Being that KBMax Live is a cloud based web site makes it very convenient and the hands on design really lets you tailor to your needs. Cons Depending on your needs editing an assembly built with KBMax can be more challenging. Review Source TR Tom R. Senior Project Manager Used the software for: ### "KBMax provided an innovative product configurator that wasn't available anywhere else." April 9, 2012 4.0 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. Pros Expert Software development skills. Expert Solidworks and PDM knowledge. Excellent understanding of design engineering and related concepts. We are able to speak directly to folks who can solve our problems. Excellent support. Cons I can't think of any. Review Source GR Godfrey R. Used the software for: ### "null" March 25, 2019 5.0 Review Source Talk to a Capterra advisor for free and get results within 15 minutes.