CPQ Configurator

  • Release version: Zurich
  • Updated September 4, 2025
  • 3 minutes to read
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    Summary of CPQ Configurator

    The CPQ Configurator is an attribute-based interface integrated within ServiceNow's Sales Customer Relationship Management (CSM) workflows. It enables streamlined configuration and pricing of customizable products within opportunities, quotes, orders, and product configuration changes related to sold products and contracts. The interface supports different user roles, including product catalog admins, sales and order agents, and customers, facilitating efficient product configuration directly within the sales and self-service processes.

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    Product Catalog Admin Experience

    Product catalog admins create configurable product offerings using Product Catalog Management. Upon saving a configurable product, a synchronization generates a blueprint containing all product attribute values, configuration and pricing rules, product relationships, and child products. This blueprint governs the product configuration experience and is managed within the CPQ Configurator. Once configuration is finalized, the product offering and its blueprint are published to the product catalog for use by agents and customers.

    Agent and Customer Experience

    • Agents: When agents select configurable products within CSM transactions such as opportunities or quotes, the CPQ Configurator interface launches, displaying configurable options and features. Agents see a dynamic list of selections with real-time pricing updates as they configure the product.
    • Customers: Customers accessing the Business Portal for self-service transactions can configure products similarly. The CPQ Configurator provides an intuitive interface with real-time pricing updates that reflect their customized selections.

    Users and Their Roles

    • Product Catalog Admins: Create configurable product offerings and blueprints containing attributes, rules, and relationships to guide valid configurations.
    • Sales and Order Agents: Use the configurator to add configurable products to sales transactions such as opportunities, quotes, orders, and contracts.
    • Customers: Configure products for self-service transactions through the Business Portal.

    CPQ Configurator Workflow

    The workflow involves enabling the configurator (for upgrades), creating and saving configurable product offerings, generating and publishing blueprints, and then using the configurator within sales or self-service transactions to configure products. Configured products are saved as line items in the respective transactions, ensuring seamless integration with sales processes.

    Benefits

    • For Product Catalog Admins: Enables generation and maintenance of blueprints containing complex configuration logic, facilitating accurate and manageable product offerings.
    • For Sales Agents and Customers: Provides a user-friendly interface to quickly and accurately configure complex products based on attributes and rules without deep product structure knowledge.

    Next Steps

    ServiceNow customers can explore additional resources to configure and use the CPQ Configurator effectively, including guides on creating configurable product offerings and using the CPQ Configurator interface. Online help is also available within the CPQ Configurator for product catalog admins.

    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: