KBMax 3D CPQ

KBMax 3D CPQ

4.4
(58)

KBMax is Cloud CPQ with 3D UI & CAD Automation

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KBMax 3D CPQ Features

Configuration

Product Catalog

Allows users to search, filter, sort and select items to be added to quote

81%
(Based on 23 reviews)

Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

80%
(Based on 19 reviews)

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

90%
(Based on 28 reviews)

Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

86%
(Based on 20 reviews)

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

87%
(Based on 28 reviews)

Ease of Use

Configurator guides users through process visually; no significant training required

86%
(Based on 29 reviews)

Document Creation

Customizability: Variables and Fields

Define fields to pull in dynamic information.

87%
(Based on 9 reviews)

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

85%
(Based on 9 reviews)

Rich Media

How well the platform supports images, audio, and video in proposals.

85%
(Based on 8 reviews)

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

85%
(Based on 7 reviews)

PDF Creation

Create attractive PDF versions of proposals.

89%
(Based on 8 reviews)

Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

89%
(Based on 8 reviews)

Visual Configuration

2D Visualizations

Enables products to be viewed and configured in two-dimensions.

Not enough data available

3D Visualizations

Enables products to be viewed, configured and interacted with in three-dimensions.

Not enough data available

CAD Visualizations

Generate a CAD diagram using the features selected in a product configuration.

Not enough data available

AR Visual Configuration

Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.

Not enough data available

VR Visual Configuration

Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings.

Not enough data available

Drag-and-Drop Functionality

Allows sales representatives and customers to drag features from a menu onto the visualization of the product.

Not enough data available

Floor Space Planning (FSP)

Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building.

Not enough data available

APIs and Integrations

Visual configuration tools often integrate with other tools, most prominently CPQ solutions.

Not enough data available

Proposal Generation

Create sales proposals based on the visual product configurations.

Not enough data available

Configuration Rule Mapping

Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization.

Not enough data available

Pricing

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

81%
(Based on 18 reviews)

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

82%
(Based on 14 reviews)

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

79%
(Based on 16 reviews)

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

82%
(Based on 13 reviews)

Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

78%
(Based on 17 reviews)

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

82%
(Based on 11 reviews)

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

83%
(Based on 7 reviews)

Collaborative Creation

Multiple users can edit a single document.

76%
(Based on 5 reviews)

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

Not enough data available

Quoting

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

76%
(Based on 15 reviews)

Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

76%
(Based on 17 reviews)

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

83%
(Based on 22 reviews)

Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

83%
(Based on 21 reviews)

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

78%
(Based on 16 reviews)

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

76%
(Based on 10 reviews)

Analytics

Engagement Tracking

Track who is looking at proposals and how often or for how long.

Not enough data available

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

Not enough data available

Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Not enough data available

Admin

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

84%
(Based on 17 reviews)

Pricing Administration

Can easily build and maintain pricing logic required by business

77%
(Based on 15 reviews)

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

82%
(Based on 14 reviews)

Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

84%
(Based on 15 reviews)

Administration and Platform

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

79%
(Based on 8 reviews)

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

79%
(Based on 7 reviews)

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

Not enough data available

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

Not enough data available

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

85%
(Based on 5 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

85%
(Based on 5 reviews)

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

79%
(Based on 14 reviews)

Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

75%
(Based on 13 reviews)

Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

77%
(Based on 11 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online

84%
(Based on 12 reviews)

Platform

CRM Integration

CRM integration is flexible and easy to maintain

81%
(Based on 8 reviews)

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

81%
(Based on 11 reviews)

Internationalization

System support multiple currencies and languages to enable business in multiple countries

79%
(Based on 8 reviews)

Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

85%
(Based on 18 reviews)

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

85%
(Based on 14 reviews)

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

81%
(Based on 12 reviews)