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What is ProductBooks?

ProductBooks is a software-as-a-service (SaaS) platform tailored for product configuration, aiding B2B businesses in the digital transformation and automation of their processes for customizing, visualizing, pricing, and documenting complex products. It establishes a scalable framework that captures product specifications and constraints, guiding users in option selection while offering real-time visualizations in both 2D and 3D, along with instant pricing updates. The platform allows for dynamic customization of various elements, including sizes, materials, colors, and components, while providing real-time cost calculations that factor in taxes and discounts. Additionally, it automates the generation of essential documentation and CAD files, such as bills of materials, technical documentation, quotations, and both 2D and 3D drawings, with the option for template-based exports in formats like Word, Excel, and PDF. Its integration capabilities with ERP and CRM systems, as well as inventory management tools, ensure a seamless workflow for orders and production. By leveraging this configurator, businesses can drastically reduce the time spent on quoting, lower engineering costs, improve the precision of manufacturing data, and expedite the ordering process. Moreover, the platform offers features such as the ability to export to 3D objects and provide interactive choice guidance, enhancing user engagement. This innovative solution not only streamlines operational efficiency but also enables companies to deliver customized solutions to their clients more effectively, ultimately fostering stronger client relationships.

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.

Media

Media

Integrations Supported

Creo
Epicor Kinetic
Inventor
Microsoft Excel
Microsoft Word
Propel
SOLIDWORKS
Salesforce
Salesforce Agentforce Commerce
Salesforce CPQ

Integrations Supported

Creo
Epicor Kinetic
Inventor
Microsoft Excel
Microsoft Word
Propel
SOLIDWORKS
Salesforce
Salesforce Agentforce Commerce
Salesforce CPQ

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$100.00/month/user
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

ProductBooks

Company Location

Poland

Company Website

www.productbooks.eu/

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.kbmax.com

Categories and Features

Product Configurator

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

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

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