# Epicor CPQ Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Epicor CPQ Software - reviews, pricing plans, popular comparisons to other Quoting products and more.

Source: https://www.capterra.com/p/160099/KBMax-3D-CPQ

---

# 

 Epicor CPQ Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Epicor CPQ

## What is Epicor CPQ?

Epicor CPQ is a cloud solution that simplifies and automates quoting for complex, customizable products. Seamless integration with your website and core systems ensures quotes are accurate, error-free, and up-to-date. Epicor CPQ calculates pricing dynamically based on demand, inventory level, competitor prices, and more. It auto-generates lifelike 3D/AR visuals and CAD drawings to make quotes fast, detailed, and highly compelling.

## What is Epicor CPQ used for?

[Product Configurator](https://www.capterra.com/product-configurator-software/)[CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/)

Overall rating

Based on 21 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$150

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Epicor CPQ alternatives

Highest Rated

[DealHub](https://www.capterra.com/p/172031/Dealhub/)

[4.7 (95)](https://www.capterra.com/p/172031/Dealhub/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/172031/Dealhub/)

[4.4 (81)](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/reviews/)

Starting price

$75.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.3 (14)](https://www.capterra.com/p/200515/EASA-CPQ/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)

[4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Starting price

$78.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/135691/QuoteWerks/)

[View all alternatives](https://www.capterra.com/p/160099/KBMax-3D-CPQ/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Pricing and Cost Calculations

4.6 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Calculate rule-based prices for a product/service

Rule-based Configuration

4.8 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Configure products according to pre-defined rules and/or constraints

CRM

4.0 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Real-time Product Visualizations

4.5 (4)

125.00% of 4 reviewers that rated this feature as important or highly important

Visualize products in real time, as they are configured

Third-Party Integrations

4.8 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

ERP integration

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Integrate with existing ERP systems

Epicor CPQ 30 features

Drawing and modeling designs within 2D flat dimensions

Store and manage 3D digital assets

Representation of any object in 3D

Application programming interface that allows for integration with other systems/databases

Route documents and other data through one or more stakeholders for review and approval

Material list of manufacturing parts and associated costs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track products that are for sale at a reduced price or part of coupon promotions

Assemble applications and processes by dragging over and arranging pre-built components

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Integrate with existing ERP systems

For use by customers

Usage of documents or items within a specific organization

A process designed for sellers to guide them through the entire selling process

Send / receive, process, and execute orders

Calculate rule-based prices for a product/service

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Present a catalog of inventory that customers can view

Customize the specifications of a finished product to meet the particular needs of a customer

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Visualize products in real time, as they are configured

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Configure products according to pre-defined rules and/or constraints

It is a logic or a condition that executes business rules in a runtime production environment

Online portal through which end users can access the system, manage tasks, or obtain information

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Configuration of custom product parts by using 2D &3D visualizations

Get Advice

We can help you find the software with the features you need.

Features

4.6 (15)

4.6

Based on 15 reviews

## Pricing

Value for money

4.3 (11)

[View pricing plan details](https://www.capterra.com/p/160099/KBMax-3D-CPQ/pricing/)

KBMax (Epicor CPQ) Standard

$150.00

Per User,Per Month

It includes:

-   2d Dynamic Visualization
-   Add on – Customer-Facing Website Impressions and Interactions
-   Boms
-   Cut Sheets
-   Document Generation: Quotes
-   Dynamic Quoting
-   Epicor CPQ Snap Rules and Workflow Engine
-   Full Epicor CPQ Cloud Platform Administration
-   Immersive 3d Visualization
-   Instructions
-   Product Catalog
-   Renderings
-   Simple to Complex Pricing Scenarios

Value for money

4.3 (11)

4.3

Based on 11 reviews

## Integrations

[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (20)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (20)

4.5

Based on 20 reviews

## User reviews

Overall rating

4.6

Based on 21 reviews

Filter by rating

5(13)

4(8)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

RH

Ryan H.

Director of Software and Operations

Construction

### "Epicor CPQ is ahead of all other platforms!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 21, 2025

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.

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.

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/)

Reasons for choosing Epicor CPQ

3D visual engine, interface customization, API, BOM generation, and NetSuite ERP integration.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MB

Michael B.

CIO

Construction

### "Epicor CPQ is amazing"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

May 21, 2025

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.

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

Alternatives considered

[Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/)

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

Reasons for choosing Epicor CPQ

Epicor met all our needs. Ease of use and total control of the system

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CA

Chris A.

Software Developer

Construction

### "Epicor CPQ - Best CPQ on the Market"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 21, 2025

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.

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.

Alternatives considered

[Configure One Cloud](https://www.capterra.com/p/32152/Configure-One/)

Reasons 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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SD

Salvatore D.

Senior Engineer

Architecture & Planning

### "Good Development platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 30, 2024

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JL

jeramie l.

Quality Manager

Machinery

### "Just getting started in my Epicor journey"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

July 31, 2023

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BZ

Barry Z.

IT Director

Medical Devices

### "Epicor CPQ Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

July 28, 2023

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.

Switched from

[Odoo](https://www.capterra.com/p/135618/Odoo/)

Switched to Epicor Kinetics ERP Software and required a product configurator.

Reasons for choosing Epicor CPQ

n/a

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DM

Daniel M.

Cat Digital Product Owner

Construction

### "Caterpillar Product Owner Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

July 28, 2023

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.

Reasons for choosing Epicor CPQ

visualization capability, Snap logic capability

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CW

Cindy W.

Bill of Materials Technician

Mechanical or Industrial Engineering

### "First Time User - Still in Learning Phase"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

July 28, 2023

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Joshua S.

Mechanical Engineer

Furniture

### "Flexible"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 7, 2020

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PB

Patrick B.

Engineering Lead

Furniture

### "Simple and adaptable for any of your business needs"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

December 3, 2020

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.

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.

Reasons 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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)