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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 ConvertCalculator?

Transform your spreadsheet into an engaging interactive calculator on your site and boost your business! This feature enables visitors to manipulate parameters to calculate their costs, return on investment, or savings. You can create customized calculator forms and pages independently, a task that would typically take a team of developers weeks to complete. By using calculators, you can simplify complex numbers, allowing for more effective communication of pricing, features, or ROI to your audience. Implementing a calculator form on your website can significantly improve your online conversion rates, making it easier to attract leads, sales, and customers. You can either develop a dedicated page for this purpose or integrate the form seamlessly into your existing website. Your calculator can be embedded on various platforms, with tailored solutions available for popular website builders. Take advantage of a DIY drag-and-drop calculator form creator that supports all essential question types. With our user-friendly formula builder, you can easily construct complex formulas, as all Excel formulas are at your fingertips. Moreover, you can set up variables to facilitate formula reuse or design data sheets that efficiently manage large datasets, ensuring you’re equipped with all the necessary tools for accurate calculations. In addition, the interactive nature of these calculators can engage users more deeply, encouraging them to explore more of what your business has to offer.

Media

Media

Integrations Supported

Creo
Epicor Kinetic
Inventor
Propel
SOLIDWORKS
Salesforce
Salesforce CPQ
Salesforce Commerce Cloud
Wufoo
Zapier

Integrations Supported

Creo
Epicor Kinetic
Inventor
Propel
SOLIDWORKS
Salesforce
Salesforce CPQ
Salesforce Commerce Cloud
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$18.00/month
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

ConvertCalculator

Date Founded

2017

Company Location

Netherlands

Company Website

www.convertcalculator.co

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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

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

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