--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # ServiceNow CPQ Configurator # ServiceNow CPQ Configurator {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of ServiceNow CPQ Configurator The ServiceNow CPQ Configurator is an integrated, attribute-based interface within Sales Customer Relationship Management (CSM) workflows that simplifies configuring and pricing customizable products. It supports transactions such as opportunities, quotes, orders, and product configuration changes for sold products and contracts. The Configurator enables product catalog administrators to define product offerings and blueprints, and allows agents and customers to configure products accurately and efficiently. Show full answer Show less ## Product Catalog Admin Experience Product catalog admins create configurable product offerings using Product Catalog Management. Upon saving, they run a synchronization process that generates a product blueprint containing all product attributes, pricing rules, relationships, and child products. This blueprint governs the product configuration experience and is managed through the CPQ Configurator. Once configuration is complete, the product offering and its blueprint are published to the product catalog for use by agents and customers. ## Agent and Customer Experience * **Agents:** When selecting configurable products for CSM transactions like opportunities or quotes, the CPQ Configurator launches and displays configurable options and pricing dynamically, helping agents build accurate configurations. * **Customers:** Customers using self-service portals experience the same dynamic configurator interface, enabling them to customize products with real-time pricing updates, ensuring transparency and accuracy. ## Users and Roles * **Product Catalog Admins:** Define configurable product offerings and blueprints, managing product attributes, rules, and relationships that guide valid configurations. * **Sales and Order Agents:** Use the configurator to add configurable products to sales transactions within CSM. * **Customers:** Access the configurator via the Business Portal to configure and order customizable products independently. ## Workflow The configuration process involves these key steps: * System admin enables CPQ Configurator in CSM if upgrading from pre-Zurich releases. * Product catalog admins create and save configurable product offerings and generate blueprints. * Product offerings are published to the catalog and deployed as blueprints. * Agents or customers initiate transactions or self-service orders and select configurable products. * The CPQ Configurator interface guides the configuration with dynamic options and pricing. * Completed configurations are saved and added as line items in the transactions. ## Benefits * **For Product Catalog Admins:** Ability to create and maintain detailed blueprints containing attributes, rules, and relationships for complex products. * **For Agents and Customers:** Simplified, accurate product configuration using an attribute-based model that reduces errors by prompting feature selections rather than manual product picking. * **Attribute-Based Configuration:** This model replaces traditional product-based methods, automatically applying configuration rules to produce valid, quote-ready or purchasable outputs. The ServiceNow CPQ Configurator interface streamlines the process of configuring and pricing customizable products that are added to Sales Customer Relationship Management transactions. ## ServiceNow CPQ Configurator overview {#explore-servicenowcpq__cf-exploring-parent-overview} The ServiceNow 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 Configurator to manage the product configuration experience, while agents and customers use the 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 ServiceNow 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 ServiceNow 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. ## ServiceNow CPQ Configurator users {#explore-servicenowcpq__cf-exploring-parent-users} {#explore-servicenowcpq__table_kff_twx_ngc__entry__2} | User | Description | |-|-| | Product catalog admin | Configurable product offerings and their associated blueprints define the attributes (fields), product characteristics, product and pricing rules, product relationships, and child products that make up a product. These blueprints guide agents and customers through valid product configuration. | | 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. | [Table 1. Users] {#explore-servicenowcpq__table_kff_twx_ngc} ## ServiceNow CPQ Configurator workflow {#explore-servicenowcpq__cf-exploring-parent-workflow} The following workflow describes the tasks involved in configuring and using the ServiceNow CPQ Configurator to configure customizable products. Figure 1. ServiceNow CPQ Configurator workflow for generating product blueprints and configuring customizable products 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 ServiceNow 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. {#explore-servicenowcpq__cf-exploring-parent-workflow-ol} ## ServiceNow CPQ Configurator benefits {#explore-servicenowcpq__cf-exploring-parent-benefits} {#explore-servicenowcpq__table_nff_twx_ngc__entry__3} | 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](https://www.servicenow.com/docs/Vo7FXJTBZYZn64LGVlzn2g "Create a configurable product offering and generate an associated blueprint using the CPQ Configurator. A blueprint contains the product structure and includes product attributes, product relationships, product and pricing rules, and any child products for the offering. Blueprints drive the agent and customer experience for configuring customizable products with the CPQ Configurator.") | 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 ServiceNow CPQ Configurator](https://www.servicenow.com/docs/sPTVS9Ka9WwpSqAiKRXuRA "Agents and customers use the Configurator to customize configurable products in Sales Customer Relationship Management transactions such as opportunities, quotes, and orders.") | Sales and order agents, customers | [Table 2. ServiceNow CPQ Configurator benefits] {#explore-servicenowcpq__table_nff_twx_ngc} ## Product-based and attribute-based configuration {#explore-servicenowcpq__section_config_models} ServiceNow CPQ uses an attribute-based configuration model instead of a traditional product-based one. Product-based configuration : * Requires sales reps to manually select products. * Carries a high risk of error due to changing lists and rules. Attribute-based configuration : * Prompts users with questions about desired features. * Applies configuration rules to automatically generate valid outputs. * Produces results that can be quoted in Salesforce CPQ or purchased directly online. {#explore-servicenowcpq__dl_config_models} ## What to explore next {#explore-servicenowcpq__cf-exploring-parent-links} To learn more about configuring and using the ServiceNow CPQ Configurator, see: * [Set up ServiceNow CPQ Configurator without guided setup](https://www.servicenow.com/docs/H4LjPK44i0VU3ba4a9iFIQ "Plan and configure your implementation of the ServiceNow CPQ Configurator. Product catalog admins and agents use the Configurator in the CSM Configurable Workspace, while users using self-service features use it in the Business Portal.") * [Create configurable product offerings and associated blueprints](https://www.servicenow.com/docs/Vo7FXJTBZYZn64LGVlzn2g "Create a configurable product offering and generate an associated blueprint using the CPQ Configurator. A blueprint contains the product structure and includes product attributes, product relationships, product and pricing rules, and any child products for the offering. Blueprints drive the agent and customer experience for configuring customizable products with the CPQ Configurator.") * [Using the ServiceNow CPQ Configurator](https://www.servicenow.com/docs/sPTVS9Ka9WwpSqAiKRXuRA "Agents and customers use the Configurator to customize configurable products in Sales Customer Relationship Management transactions such as opportunities, quotes, and orders.") * Online help (access help topics in the ServiceNow CPQ Configurator interface for product catalog admins) {#explore-servicenowcpq__ul_off_twx_ngc}