Design and manufacturing automation solutions
Automate design, CAD, and manufacturing
Streamline to connect your customers, sales, and engineering teams to the shop floor
Build better and faster
Eliminate bottlenecks and reduce the weight of manufacturing through automation
With CAD design automation, workflows, BOMs, cut sheets, and inventory control you can be assured your shop floor has just what it needs to meet the demand of your customers and distributors.
Put your CAD to work
Product configurations automatically generate the relevant CAD drawings and be sent on to your engineering and production teams.



Ease off of your technical team
Stop bogging down your engineers with requests that slows down the sales cycle and keeps them from their core job duties. Incorporate their knowledge into the configuration rules that guide the ordering phase.
Let Epicor CPQ do your CAD heavy-lifting
Auto-generate custom technical drawings for sales quotes, all based on the product configuration. Export actual CAD files for further customization or verificaioon by Engineering, allowing them to use their preferred CAD program, like AutoCAD, SolidWorks, and PTC Creo.
“Our sales team previously submitted quotes to our engineering team multiple times for rework until they were correct. With KBMax [Epicor CPQ], they now create quotes that reflect our engineering rules for our customers immediately.”
Take the guess work out of manufacturing
Workflows and auto-generated documents for the shop floor dramatically reduce errors while increasing quota and margin of production.



Order with confidence
Every product configuration received will be right because it is tightly controlled by the rules set in Epicor CPQ Snap. This means only valid configurations make their way through sales and engineering to the production team.
Build with guidance
BOMs, cut sheets, and instruction documents can all be generated automatically based on the product configuration, ensuring a seamless transition from ordering to the build phase, delighting the shop floor.
“KBMax [Epicor CPQ] gave our customers and engineers the ability to design a water quality unit to fit their needs without waiting for a response from our sales people or waiting on a design from our CAD department.”
Automate the entire end-to-end process
Connect and Integrate your people, processes, systems, and order data.



Integrate with core systems and data
Directly access your product data through a database or web services layer for a “single source of truth”. Leverage our API or integration with MuleSoft to connect to your preferred CRM, ERP, PLM, eCommerce suite or any other application.
Automate handoffs to keep business moving
Fire workflows to handle everything from internal pricing approvals, to customer interactions and triggering manufacturing processes. Epicor CPQ can orchestrate your entire sales to manufacturing process.
“Beyond the visualization capabilities, KBMax [Epicor CPQ] has excellent integrations with Salesforce, AutoCAD and Solidworks for lots of different output workflows.”
Featured Resource
Bridging the Gap between Sales and Manufacturing with CPQ
This buyer’s guide was put together to help manufacturers define the base set of requirements to succeed with their digital transformation project, and identify the ‘features to look for’ in best-in-class CPQ solutions.