A New Epicor CPQ Release Is Coming Friday, October 21

Epicor is excited to announce the next major Epicor CPQ release on Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Read on to learn more and how to prepare for your upgrade.

What’s New in Epicor CPQ Release 4.1.7.3

This major release includes significant improvements, including modernizing the server framework and performance enhancements, especially for searching. This is also the first release that includes embedding Epicor’s new Automation Studio into the portal and a new 3D feature, Sketch and Extrude.

New features and enhancements include:

  • 3D Features/Enhancements
    • Sketch node and associated classes and UI
    • Circle with center and radius path
    • Utility to flip path direction
    • Automatically determine to extrude direction instead of defaulting to 0,0,1
    • Fix world transform of move sketch control point gizmo
    • Allow reordering paths and control points in the editor
    • Handle 3D paths
    • Mechanisms for Sizing Sketches
    • UI Shortcuts for creating new paths
    • Close sketch extrusion surfaces
    • Curve Path types for sketches
    • Positioning and orienting a sketch in 3d space
    • Add visualization renderer for sketches and paths
    • Sweep feature
    • Extrude feature
  • Update to .NET 6
  • Salesforce CPQ Integration enhancements
  • Embedded Automation Studio
  • Allow Quote Header fields to be marked “Searchable”
  • Elastic Search

You can learn more about each feature by visiting the CPQ Wiki and make sure to check out our What’s New video on Epicor Learning Center.

What to Expect
Here’s what you need to know about your upgrade:

Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time
While Epicor upgrades your Production to 4.1.7.3, your system will be unavailable from Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Note after the upgrade: swap out the old extension with the new .NET 6-enabled extension for customers using an Extension.

Dates are subject to change.

As a reminder, reach out to EpicCare whenever you have a question or need application support. We hope you are excited about the new innovations coming soon to Epicor CPQ. Thank you for your continued support as an Epicor customer.

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KBMax Visual CPQ is redefining e-commerce for highly configurable products. The platform can easily handle complex business rules with a no-code engine called Snap that’s easy to learn and maintain. It also offers visualization, real-time pricing, CAD automation, and website embedding. This end-to-end solution can result in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process.

What is CPQ?

For those unfamiliar with the concept of a visual product configurator like KBMax, CPQ stands for Configure, Price, Quote. This CPQ software aims to reduce inefficiencies in the sales process and minimize errors and mistakes in quoting customers with complex product options.

Why CPQ?

CPQ It’s the quickest and easiest way to configure, visualize, price, and quote your complex products within minutes.

CPQ + B2B ecommerce

CPQ allows businesses to empower customers to complete the purchase of a product after it’s been configured. This enhances the shopping experience, improves conversion rates, and aids the sale.

It’s important to keep things in perspective and consider that in this day in age, your customers expect self-service now. 62% want a more convenient buying process and 58% expect a more digital experience.Epicor Kinetic KBMax CPQ Benefits

Advanced & Visual CPQ

KBMax delivers a visual and simplified buying experience for complex products.

The platform can easily handle complex business rules with a no-code engine called Snap that’s easy to learn and maintain.

Offering visualization, real-time pricing, CAD automation, and website embedding, the end-to-end solution results in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process.

Epicor Kinetic KBMax CPQ end to end solution

Connecting the Shopping Cart to the Shop Floor

The Epicor + KBMax End-to-End Solution helps businesses digitally transform. KBMax helps you shorten the sales cycle and eliminate manufacturing bottlenecks and errors by:

• Making it easy to visually and digitally sell configurable products with an intuitive configurator
• Handling the most complex business rules with a no-code engine
• Ensuring accuracy and efficiency during the sales and manufacturing process through workflows, CAD, and document automation
• Enabling new sales channels: Sales reps, distributors, partners, and direct customers digitally

“Combining KBMax CPQ with Epicor ERP helps us deliver a visual & immersive buying experience that syncs with our back-end systems.”
Troy Theobald
Software Business Analyst, Stellar Industries Inc.

Epicor Kinetic KBMax CPQ rules Engine and Configurator

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


KBMax Visual CPQ is redefining e-commerce for highly configurable products. The platform can easily handle complex business rules with a no-code engine called Snap that’s easy to learn and maintain. It also offers visualization, real-time pricing, CAD automation, and website embedding. This end-to-end solution can result in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process.

KBMax Visual CPQ Benefits for Manufacturers

Providing customers and prospects with a real-time product configuration tool improves the buyer experience and drives business performance in several ways, including:

  • 105% Increase in deal size
  • 40% Increase in conversion rate
  • 38% Faster sales cycle
  • 168% Increase in annual sales
  • 35% Increase in production

KBMax Visual CPQ Efficiency

KBMax helps you shorten the sales cycle and eliminate manufacturing bottlenecks and errors by:

  • Making it easy to visually and digitally sell configurable products with an intuitive configurator
  • Handling the most complex business rules with a no-code engine
  • Accuracy and efficiency during the sales and manufacturing process through workflows, CAD, and document automation
  • Enabling new sales channels: Sales reps, distributors, partners, and direct customers digitally

KBMax Visual CPQ Functionality

The Epicor + KBMax End-to-End Solution:

  • Digital Selling: KBMax enables companies to create an information-rich and immersive buying experience for highly configurable products. The more complex, the better
  • Advanced CPQ: KBMax takes it another step with visualization, complex configuration, dynamic pricing, manufacturing automation, and omnichannel selling
  • eCommerce: Epicor’s eCommerce solution enables the customer to complete the purchase
  • Connectivity: Epicor ERP enables vital connectivity points across inventory, costs, pricing, and customer data

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


KBMax® is redefining CPQ and eCommerce for highly configurable products. The platform can easily handle complex business rules with a no-code engine called Snap that’s easy to learn and maintain. It also offers visualization, real-time pricing, CAD automation, and website embedding. This end-to-end solution can result in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process.

KBMax Insights

 

MFG-KBMax_Insights_flyer

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.