KBMax (now part of Epicor) is a visual CPQ (Configure, Price, Quote) platform built for manufacturers and industrial companies selling highly configurable, complex products. It combines a rules-based product configuration engine with 3D product visualisation, CAD drawing generation, and automated pricing — streamlining the quoting process for engineered-to-order products.
Product Overview
KBMax addresses a specific gap that standard CPQ tools like Salesforce CPQ don't fill: configuring products with thousands of variables that have physical engineering constraints — material compatibility, dimensional limits, manufacturing rules. Its visual configurator lets buyers and sales reps select product options in a 3D environment that updates the 3D model in real time, reducing configuration errors and clarifying complex specifications. When configuration is complete, KBMax generates dimensioned CAD drawings and manufacturing BOMs automatically — documents that would otherwise require engineer involvement. This engineering-to-order automation shortens quote cycles from weeks to hours for manufacturers. Salesforce CPQ integration connects visual CPQ to standard sales workflow for pricing approval and opportunity tracking.
Key Features
- 3D Visual Configurator: Interactive 3D product configuration where buyers select options and see the result in real time — reduces specification errors.
- Rules-Based Configuration Engine: Engineering constraint rules prevent invalid configurations — ensures every quote is manufacturable before pricing.
- Automated CAD Drawing Generation: Generates dimensioned CAD drawings and manufacturing BOMs automatically from configured specifications — no engineer involvement.
- Dynamic Pricing: Calculates pricing in real time as options are configured — includes cost-plus, volume, and customer-specific pricing rules.
- Salesforce CPQ Integration: Connects visual configuration to Salesforce CPQ for pricing approval, opportunity tracking, and quote management.
Best For
Manufacturers and industrial companies selling highly configurable, engineer-to-order products where visual configuration and automated CAD generation are critical to the quoting process.
Pricing
Custom enterprise pricing. Contact for demo.
Key Integrations
Salesforce, Salesforce CPQ, Microsoft Dynamics, SAP, Epicor ERP, AutoCAD, SolidWorks, PTC, Siemens, Oracle ERP
Pros
- 3D visualisation reduces configuration errors and accelerates buyer decision-making
- Automated CAD generation eliminates engineer bottleneck in the quoting process
- Engineering rules prevent invalid configurations from reaching manufacturing
- Uniquely suited for complex engineer-to-order products that generic CPQ cannot handle
Cons
- Niche use case — only relevant for manufacturers with highly configurable products
- Complex implementation requiring both sales and engineering expertise
- Enterprise pricing — not accessible for smaller manufacturing operations
