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What is Epicor CPQ?

Epicor CPQ, previously known as KBMax, is transforming the CPQ landscape for manufacturers around the globe. Our advanced product configurator adeptly manages intricate business rules, visual representations, pricing strategies, CAD automation, web integration, and real-time pricing adjustments. This innovative solution enhances the purchasing experience, accelerates sales cycles, and streamlines manufacturing procedures. What sets us apart is our ability to: - Facilitate quicker sales of complex products while simplifying the purchasing process. - Utilize a visual, no-code interface that makes the configuration and maintenance of complicated business rules straightforward. - Automate workflows, CAD drawings, and documentation to boost precision and efficiency. - Eliminate intermediaries, allowing end customers to purchase directly from manufacturers instead of relying on sales representatives. Our product configurators can be seamlessly integrated into any website. - Enable B2B2C transactions, empowering distributors and partners to sell directly to consumers, further expanding market reach. This approach not only benefits manufacturers but also enhances customer satisfaction.

What is 360 Utility & Telecom Suite?

Methodia stands out as a prominent provider of Business-as-a-Service (BaaS) and Software-as-a-Service (SaaS), delivering tailored business solutions aimed at enhancing efficiency in the energy and telecommunications sectors. We focus on creating comprehensive software solutions for utility management alongside innovative digital products for broadband, telephony, and energy services. Our vast expertise lies in streamlining business operations while offering consulting and IT services tailored to the utility and telecom industries. Established in the United States in 1998, we have expanded our reach to customers across Europe, North America, and South America. In 2008, Methodia relocated its headquarters and primary research and development center to Sofia, Bulgaria, which marked a significant milestone in our growth. Today, our dynamic team comprises over 70 skilled professionals from various fields, enabling us to manage the entire IT value chain effectively, ensuring we meet diverse client needs with precision.

Media

Media

Integrations Supported

Asti Fleet Management (AFM)
Creo
Epicor Kinetic
Inventor
Openbravo
Propel
SOLIDWORKS
Salesforce
Salesforce CPQ
Salesforce Commerce Cloud

Integrations Supported

Asti Fleet Management (AFM)
Creo
Epicor Kinetic
Inventor
Openbravo
Propel
SOLIDWORKS
Salesforce
Salesforce CPQ
Salesforce Commerce Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

$100.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.kbmax.com

Company Facts

Organization Name

Methodia

Date Founded

2008

Company Location

United Kingdom; Bulgaria (Customer Excellence Center)

Company Website

www.methodia.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

EAM

CMMS
Energy Management
Equipment Management
Facility Management
IT Asset Management
Inventory Management
Maintenance Management
Parts Management
Preventive Maintenance Scheduling
Software License Management
Warranty Management
Work Order Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Vendor Management

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

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