KBMax

Configure-Price-Quote (CPQ) Softwarekbmax.com

Company typePrivate
Founded2010
HeadquartersAustin, United States
Headcount11–50
GTM typeB2B
OfferingSoftware

KBMax firmographics

Firmographics

Name: KBMax
Legal name: Epicor Software Corporation
Website: https://kbmax.com
Company type: Private
Founded year: 2010
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

KBMax industry classification

Industry

Product category: Configure-Price-Quote (CPQ) Software
NAICS: Software Publishers (51321)
SIC: Services-Prepackaged Software (7372)
akta.pro primary industry: Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
akta.pro secondary industry: Managed File Transfer (MFT) & B2B/EDI Integration (HDAEACAG)

Keywords

Configure price quote software
Product configuration platform
Visual product configurator
Manufacturing CPQ solutions
CAD automation software

Where KBMax is headquartered

Location

Headquarters

HQ city: Austin
HQ country: United States
HQ region: North America

Offices1 record

Markets served

KBMax business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

Software Subscription (SaaS): Cloud-based CPQ software delivered as a subscription service. The platform is hosted on Microsoft Azure and provides configure, price, quote, and manufacturing automation capabilities on a recurring subscription basis. Pricing is quote-based for enterprise deployments.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Enterprise subscription - custom pricing based on organizational requirements

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

KBMax product offering

Product offering

Core offering

Epicor CPQ (formerly KBMax) is a cloud-native Configure, Price, Quote (CPQ) platform hosted on Microsoft Azure that helps manufacturers configure complex products, generate accurate quotes with dynamic pricing, and automate the handoff to engineering and production. It combines a no-code rules engine, 2D/3D/AR/VR visual configuration, CAD automation, document generation, and integrations with Salesforce, AutoCAD, SolidWorks, MuleSoft, and Epicor ERP to bridge sales, engineering, and manufacturing teams.

Product overview

Epicor CPQ (formerly KBMax) is a unified cloud-native CPQ platform designed for manufacturers selling configurable products. The platform combines product configuration, dynamic pricing, and quote generation into a single integrated system that connects sales, engineering, and manufacturing teams. Core components include the Epicor CPQ platform itself, the Snap no-code rules engine for product configuration logic, CAD Automation for manufacturing file generation, Visual Configuration for 2D/3D/AR/VR product visualization, Dynamic Pricing for real-time margin optimization, Document Automation for quotes and proposals, and Manufacturing Automation for seamless production handoffs. The platform is hosted on Azure cloud infrastructure.

Differentiator

Problem solved

Functional benefit

Products and services

Epicor CPQ Cloud-native Configure, Price, Quote platform that unifies product configuration, dynamic pricing, quote generation, and manufacturing automation for manufacturers selling configurable products. Sold as an enterprise subscription on Microsoft Azure.

Quantifiable outcome

168% higher annual sales for customers using Epicor CPQ
+6 more outcomes

Companies that use KBMax

Customer profile

Named customers17 records

Segments3 records

Ideal customer profiles2 records

KBMax technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration8 records

Feature8 records

KBMax partnerships and signals

Strategic signal

Partnerships

Seven partnerships are on record, tiered core, strategic and infrastructure.

SalesforcecoreTechnology or IntegrationPre-built integration with Salesforce CRM enables sales teams to access customer data and generate quotes within Salesforce, streamlining the quote-to-cash process and providing seamless CRM connectivity.
AutoCADcoreTechnology or IntegrationIntegration with AutoCAD enables automatic generation of CAD drawings and technical documentation during product configuration, with excellent output workflows for sales, engineering, and shop floor teams.
SolidWorkscoreTechnology or IntegrationIntegration with SolidWorks CAD platform enables automatic generation of 3D models and engineering drawings tailored to each product configuration, with pre-built output workflows.
MuleSoftcoreTechnology or IntegrationPre-built MuleSoft connectors enable seamless API integration with CRM, ERP, PLM, and eCommerce systems, providing centralized product database connectivity and enterprise system interoperability.
Epicor ERPcoreTechnology or IntegrationSeamless integration with Epicor ERP systems enables real-time data synchronization, accurate production planning, and centralized data management across sales and manufacturing operations.
DeloittestrategicStrategic or Co-development PartnerStrategic partnership with Deloitte for CPQ implementation and digital transformation consulting. Deloitte provides implementation services and strategic guidance for manufacturers adopting Epicor CPQ as part of Industry 4.0 initiatives.
Microsoft AzureinfrastructureTechnology or IntegrationPlatform hosted on Microsoft Azure providing cloud infrastructure, security, scalability, and performance optimization for the CPQ solution.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

KBMax competitors and assessment

Company assessment

Direct peers

Tacton: Tacton is a CPQ vendor specializing in manufacturers selling complex, configurable products, with strengths in product configuration rules and 3D visualization. It is a head-to-head competitor of Epicor CPQ in industrial and engineer-to-order manufacturing use cases.
Salesforce CPQ (Revenue Cloud): Salesforce CPQ (now part of Revenue Cloud) is a leading cloud CPQ solution bundled with the Salesforce CRM platform. It directly competes with Epicor CPQ in B2B sales configuration and quote automation, and is the most prominent suite-vendor CPQ in the market.
Conga (Apttus): Conga (which acquired Apttus) offers a CPQ and contract lifecycle management suite used by enterprises to automate quote-to-cash workflows. It directly competes with Epicor CPQ in mid-market and enterprise B2B configuration and quoting.
PROS: PROS Smart CPQ is an AI-driven CPQ platform focused on B2B pricing and configuration for manufacturers and distributors. It competes directly with Epicor CPQ in dynamic pricing and complex product configuration.
Cincom Systems: Cincom's CPQ offering targets manufacturers of complex, configurable products, with rule-based configuration and product visualization. It is a long-standing direct competitor in the industrial CPQ market.
SAP CPQ: SAP CPQ (formerly CallidusCloud) is part of the SAP Sales Cloud suite and provides configuration, pricing, and quoting for SAP customers. It is a direct competitor in enterprise manufacturing CPQ, particularly in SAP-anchored accounts.
Oracle CPQ (BigMachines): Oracle CPQ (formerly BigMachines) is a suite-vendor CPQ product integrated with Oracle CX and ERP clouds. It competes with Epicor CPQ in enterprise and manufacturing CPQ deals, often bundled with broader Oracle platform sales.

Emerging players

Threekit: Threekit provides 3D and AR/VR product visualization and configuration for manufacturers and eCommerce. While not a full CPQ suite, it overlaps meaningfully with Epicor CPQ's 3D/AR/VR visual configuration layer.
Logik.io: Logik.io is a modern, API-first CPQ platform built for B2B manufacturers and distributors, with a focus on subscription-based mid-market deployments. It is an emerging competitor targeting the same manufacturing-CPQ whitespace that Epicor CPQ serves.

Broad incumbents

Revalize: Revalize is a portfolio of vertical-specific CPQ and design software brands (including ECI, Configura, and others) serving building products, flooring, and other vertical manufacturers. It is a broad incumbent competing in many of the same manufacturing verticals as Epicor CPQ.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

KBMax financial estimates

Financial estimate

Revenue estimate

Valuation estimate

KBMax leadership team

Management profile

Number of profiles

Profiles1 record

KBMax funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

KBMax M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KBMax

What does KBMax do?

Is KBMax a public or private company?

KBMax is a private company. It is classified as corporate owned and is currently operating.

When was KBMax founded?

KBMax was founded in 2010. It employs 11 to 50 people.

Where is KBMax based?

KBMax is headquartered in Austin, United States, in the North America region.

How does KBMax make money?

One revenue line is on record: software Subscription (SaaS).

Who are KBMax's main competitors?

Direct peers on record are Tacton, Salesforce CPQ (Revenue Cloud), Conga (Apttus), PROS, Cincom Systems, SAP CPQ and Oracle CPQ (BigMachines). Emerging players are Threekit and Logik.io. Revalize is listed as a broad incumbent.

Does KBMax have an API?

No public API is recorded for KBMax.

What industry is KBMax in?

KBMax's product category is Configure-Price-Quote (CPQ) Software. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects), with a secondary code of HDAEACAG, Managed File Transfer (MFT) & B2B/EDI Integration. Its NAICS code is 51321 and its SIC code is 7372.