CPQ Configurator

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of CPQ Configurator

    The CPQ Configurator is an attribute-based interface integrated within Sales Customer Relationship Management (CSM) workflows. It streamlines configuring and pricing customizable products for transactions such as opportunities, quotes, orders, and product configuration changes involving sold products and contracts. It is designed for use by product catalog administrators, sales and order agents, and customers to facilitate accurate and efficient product configuration.

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    Product Catalog Admin Experience

    Product catalog administrators create configurable product offerings using Product Catalog Management. After saving these products, they generate blueprints that encapsulate product attributes, pricing and configuration rules, product relationships, and child products. These blueprints control the configuration experience and are managed through the CPQ Configurator. Once finalized, product offerings along with their blueprints are published to the product catalog for use by agents and customers.

    Agent and Customer Experience

    • Agents: When selecting configurable products in CSM transactions, agents use the CPQ Configurator interface to view and select product options. Their selections and pricing update dynamically, simplifying complex product configurations without deep product knowledge.
    • Customers: Customers accessing self-service portals also use the CPQ Configurator during order placement. The interface dynamically updates options and pricing, providing real-time visibility into their customizations.

    Users and Roles

    • Product Catalog Admins: Build configurable product offerings and generate/manage blueprints that define configuration rules and product relationships.
    • Sales and Order Agents: Use the configurator to add and configure products within sales transactions accurately.
    • Customers: Configure products during self-service transactions in the Business Portal.

    Workflow for Using CPQ Configurator

    The typical workflow involves enabling the configurator in the system, creating and saving configurable products, generating and publishing blueprints, then configuring products during sales or self-service transactions. Configurations are saved and added as line items to quotes or orders.

    Benefits

    • For Product Catalog Admins: Ability to generate and maintain detailed blueprints containing all configuration logic, enabling management of complex products.
    • For Agents and Customers: Simplified, accurate configuration of complex products based on attributes and rules without requiring deep product structure knowledge.

    Next Steps

    Customers looking to implement or optimize the CPQ Configurator should explore detailed guides on configuring the CPQ Configurator, creating product offerings and blueprints, and utilizing online help resources available within the interface.

    The CPQ Configurator interface streamlines the process of configuring and pricing customizable products that are added to Sales Customer Relationship Management transactions.

    CPQ Configurator overview

    The CPQ Configurator is an attribute-based interface embedded in Sales Customer Relationship Management workflows for opportunities, quotes, orders, and product configuration changes involving sold products and contracts. Product catalog admins use the CPQ Configurator to manage the product configuration experience, while agents and customers use the CPQ Configurator interface to configure customizable products.

    Product catalog admin experience
    Product catalog admins create configurable product offerings using Product Catalog Management. After saving a configurable product, they run a synchronization process that generates an associated blueprint for the product. The blueprint contains all the product attribute values (also called fields), product and pricing configuration rules, product relationships, and child products that were defined for the product offering. The blueprint controls the product configuration experience for the product offering and is managed using the CPQ Configurator. When configuration is complete, catalog admins publish the product offering to a product catalog, which also deploys the corresponding blueprint for use.
    Agent experience
    When agents select a configurable product from the product catalog for a Sales Customer Relationship Management transaction, for example when creating an opportunity or quote, the CPQ Configurator opens. The configurator displays the options and features that can be selected. As agents configure the product, a dynamic list of their selections with associated pricing is also displayed.
    Customer experience
    When customers use self-service features, such as placing orders, and select a configurable product from the catalog, the CPQ Configurator launches in the Business Portal. The configurator displays the options and features available for the offering. As customers configure the product, a list of their selections and associated pricing updates dynamically, providing a real-time, accurate view of their customizations.

    CPQ Configurator users

    Table 1. Users
    User Description
    Product catalog admin Create configurable product offerings and generate the associated blueprints that contain the attributes (fields), product characteristics, product and pricing rules, product relationships, and child products, that guide valid product configuration by agents and customers.
    Sales and order agents Add configurable products to opportunities, quotes, orders, and other transactions such as sold products and contracts that involve configurable products in Sales Customer Relationship Management.
    Customers Add configurable products for self-service transactions in the Business Portal.

    CPQ Configurator workflow

    The following workflow describes the tasks involved in configuring and using the CPQ Configurator to configure customizable products.

    Figure 1. CPQ Configurator workflow for generating product blueprints and configuring customizable products
    Workflow that shows the tasks involved in configuring and using the CPQ Configurator, as described in the following steps
    1. If upgrading from a release before Zurich, the system admin enables the system property that runs the CPQ Configurator in Sales Customer Relationship Management applications.
    2. The product catalog admin creates and saves a configurable product offering in Product Catalog Management.
    3. The product catalog admin generates the product offering blueprint.
    4. The product catalog admin publishes the configurable product offering so that it’s available in the product catalog and also deployed as a blueprint.
    5. The agent creates a transaction, such as a quote or order in the CSM Configurable Workspace. Or a customer uses the Business Portal for a self-service transaction, for example, placing an order.
    6. The agent or customer selects a configurable product from the product catalog.
    7. The agent or customer configures the product using the CPQ Configurator.
    8. The agent or customer saves and closes the product offering configuration. The product offering is added as a line item for the transaction, such as a quote line or order line item.

    CPQ Configurator benefits

    Table 2. CPQ Configurator benefits
    Benefit Feature Users
    Generate and maintain blueprints that contain configuration logic (rules, attributes, product relationships) for complex products. Create configurable product offerings and associated blueprints Product catalog admins
    Quickly and accurately configure complex products based on requirements and product attributes, without requiring extensive knowledge of product structure and hierarchies. Using the CPQ Configurator Sales and order agents, customers

    What to explore next

    To learn more about configuring and using the CPQ Configurator, see: