--- title: Epicor CPQ Reviews meta_title: 'Epicor CPQ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 98 reviews by the users' company size, role or industry to find out how Epicor CPQ works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 98 scale: '5' date_modified: '2026-08-30' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Epicor CPQ Reviews **Vendor:** Epicor **Category:** [Visual Configuration Software](https://www.g2.com/categories/visual-configuration) **Average Rating:** 4.5/5.0 **Total Reviews:** 98 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Epicor CPQ Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. ## Epicor CPQ Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users value the **customization options** in Epicor CPQ, making product configuration easy and user-friendly. (2 reviews) - Users find Epicor CPQ to be **user-friendly and compatible** , enabling quick updates for efficient quoting and order processing. (2 reviews) - Users praise the **intuitive design** of Epicor CPQ, making it easy to sell products and services efficiently. (1 reviews) - Users value the **simplicity and compatibility** of Epicor CPQ, making it easier to sell products and services. (1 reviews) - Users value the **template flexibility** in Epicor CPQ, enabling easy configuration across multiple products efficiently. (1 reviews) - Users appreciate the **time management features** of Epicor CPQ, helping them efficiently schedule raw material orders. (1 reviews) - Users appreciate the **time-saving features** of Epicor CPQ, as it helps manage raw material orders efficiently. (1 reviews) **What users dislike:** - Users experience **slow performance** with Epicor CPQ, including glitches and screen freezes during heavy use. (2 reviews) - Users often experience **bug issues** with Epicor CPQ, including glitches and screen freezes during intensive use. (1 reviews) - Users find the **complex implementation** of Epicor CPQ requires specialists for configurator adjustments, complicating the process. (1 reviews) - Users find the **complexity** of Epicor CPQ requires specialist knowledge for configurator adjustments, making it difficult to use. (1 reviews) - Users find the **complex setup** of Epicor CPQ requires specialists for effective configuration changes. (1 reviews) - Users face **editing difficulties** with Epicor CPQ, experiencing glitches and freezes during heavy usage. (1 reviews) - Feature Usability (1 reviews) - Required Expertise (1 reviews) - Software Bugs (1 reviews) ## Epicor CPQ Discussions - [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes) - [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for) - [Is there a minimum number of users required?](https://www.g2.com/discussions/is-there-a-minimum-number-of-users-required) - 1 upvote - [Is interactive 3D included?](https://www.g2.com/discussions/is-interactive-3d-included) - 1 upvote - [What is included with a license?](https://www.g2.com/discussions/what-is-included-with-a-license) - 1 upvote - [View Epicor CPQ pricing details and edition comparison](https://www.g2.com/products/epicor-cpq/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-09-01+11%3A00%3A48+-0500&secure%5Bsession_id%5D=92f5058b-3a19-4c0e-8ff8-91f124d7d7ef&secure%5Btoken%5D=8868544fe00fe65df4201aedc0d6da0f69617f3f4abca337034835df8db5f0b6&format=llm_user) ## Epicor CPQ Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Visual Configuration** - 2D Visualizations - 3D Visualizations - CAD Visualizations - AR Visual Configuration - VR Visual Configuration - Drag-and-Drop Functionality - Floor Space Planning (FSP) - APIs and Integrations - Proposal Generation - Rule-based Configuration - Data Visualization - Real-time Product Visualizations - ERP integration **Configuration** - 3D Configurator - Real-time - Free-form **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Visualization** - 360 View - Interactive - Virtual Reality **Generative AI** - AI Text-to-Image - Generative AI **Additional Functionality** - Inventory Management - Client Portal - Design Management - API - Order Processing - Order Management - Sales Order Management - Activity Dashboard - Workflow Management - Discount Management - 3D Imaging - Multi-Currency - Template Management - Reporting & Statistics - For Customer Use - Customizable Branding - Pricing and Cost Calculations - Sales Reports - Monitoring - Product Catalog - CRM - Sales Trend Analysis - Customizable Templates - 2D Drawing - Document Management - Online Catalog - Bills of Material - Multi-Language - Product Data Management - Approval Process Control - Access Controls/Permissions - Data Synchronization - Order Entry - Quotes/Estimates - Catalog Management - Price/Margin Management - AI Copilot - Version Control - Configuration Management - eCommerce Management - Self Service Portal - Sales Automation - For Internal Use - 3D Digital Asset Management - Drag & Drop **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Integration** - E-commerce - Websites - APIs **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top Epicor CPQ Alternatives - [Threekit](https://www.g2.com/products/threekit-threekit/reviews) - 4.4/5.0 (63 reviews) - [Configure One Cloud](https://www.g2.com/products/configure-one-cloud/reviews) - 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