Epicor CPQ

Module to streamline your configuration, pricing, and quoting process

Book a consultation

Epicor CPQ (Configure, Price, Quote) Module to Boost Sales

Epicor CPQ helps companies sell complex, configurable products without slowing down sales or overloading engineering. It guides users through valid configurations, calculates pricing consistently, and produces quote outputs that match what can actually be built.

Get Started with Epicor CPQ and EC Solutions

If you’re quoting complex products and losing time to errors, rework, and engineering back-and-forth, CPQ is built to fix that.

EC Solutions helps you define configuration rules, build the pricing logic, connect CPQ to Epicor, and roll it out so teams actually use it.

CONTACT OUR CPQ EXPERTS

Benefits of Epicor CPQ

Faster Quoting

Sales teams build accurate quotes faster because configuration rules and pricing logic are applied automatically during the quote process.

Fewer Quote Errors

A rules engine prevents invalid configurations and catches mistakes before they reach engineering or the shop floor.

Better Customer Experience for Configurable Products

CPQ supports visual configuration (including 2D/3D/AR in Epicor CPQ) so customers and sales teams can configure products using interactive tools that provide an engaging buying experience.

Less Back-and-Forth Between Sales and Engineering

When the configuration is defined correctly up front, engineering spends less time rechecking options and fixing quote-driven errors.

Cleaner Data for Analysis and Improvement

CPQ captures configuration and quote activity that can be used to spot patterns in demand, options chosen, and quoting performance.

Less Rework Caused by Quote Mistakes

Invalid or unclear quotes are a common source of rework. CPQ reduces that by validating configurations up front. Sales reps and customers know if configurations are possible in real-time.

Epicor CPQ Core Capabilities

Visual Configuration for Complex Options

Configure complex products through guided logic and visual tools designed for customizable products.

Pricing Logic Built Into the Configuration

Pricing is calculated from the selected configuration so quotes stay consistent and repeatable across sales reps and channels.

Quote Documents Generated from the Configuration

CPQ produces quote outputs tied to the configuration so what the customer receives matches what’s being sold.

Guided Selling

Step-by-step configuration flows help users choose the right options without needing expert product knowledge.

Visual Configuration (2D/3D/AR)

Epicor CPQ supports visual configuration tools to help users understand what they’re building during the quote process.

Rules-Based Product Configuration

Build configuration rules that control what can and can’t be selected, including dependencies and constraints, so configurations remain valid.

Why Implement Epicor CPQ with Your ERP ?

You will want to implement Epicor CPQ for the following reasons:

  • To streamline configuration and quoting for complex products
  • To enhance customer experience
  • To increase sales and efficiency
  • To integrate CPQ with other business systems seamlessly
  • To collect data for analytics
  • To improve your profitability
  • To improve your sustainability
  • To gain a competitive edge
BOOK A QUICK CPQ DEMO

FAQ About Epicor CPQ

Epicor CPQ is configure-price-quote software designed for complex, customizable products to streamline sales, engineering, and manufacturing workflows.

Yes, with Kinetic integration, CPQ configurations can flow into Kinetic quotes and sales orders and become methods of manufacturing on Kinetic jobs.

No, it supports configuration rules, pricing, quote generation, and integration with manufacturing workflows for configurable products.

Epicor CPQ is the new name for KBMax.

Epicor CPQ is available both as a standalone product and as a module within Epicor ERP. This flexibility allows businesses to use a CPQ according to their needs without requiring the full ERP.

Epicor CPQ is very customizable according to business needs and workflows.

It allows complex sets of rules that govern product configurations, pricing, and quoting.

The visual configuration includes 2D, 3D, and augmented reality to provide options for different business needs.

The interface and workflows can be customized to provide the best user experience and fit the business processes.

Many manufacturing businesses can benefit from using Epicor CPQ in industries such as construction and engineering, fabricated metals, furniture manufacturing, industrial machinery, make-to-order, medical devices, process manufacturing, retail, rubber and plastics, and many more.

The right ERP solution starts with the right conversation.