--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/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 --- # CPQ Configurator # 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 CPQ Configurator The ServiceNow CPQ Configurator is an embedded, attribute-based interface within Sales Customer Relationship Management (CRM) workflows that simplifies configuring and pricing customizable products. It supports opportunities, quotes, orders, and product configuration changes related to sold products and contracts. The Configurator enables product catalog administrators, sales and order agents, and customers to efficiently manage and select configurable products during sales and self-service transactions. Show full answer Show less ## Product Catalog Admin Experience Product catalog admins create configurable product offerings using Product Catalog Management. Upon saving, a synchronization process generates a blueprint encapsulating all product attributes, configuration rules, relationships, and child products. This blueprint governs the product configuration experience and is published to the product catalog for agent and customer use. ## Agent and Customer Experience * **Agents:** When selecting configurable products for CRM transactions such as opportunities or quotes, agents use the CPQ Configurator interface to choose options and features. The interface dynamically updates selections and pricing in real time. * **Customers:** Through the Business Portal's self-service features, customers configure products with real-time visibility into selected options and pricing, ensuring accurate and customized orders. ## Users of the CPQ Configurator * **Product Catalog Admins:** Define product attributes, rules, and relationships through blueprints that guide product configuration. * **Sales and Order Agents:** Add configurable products to CRM transactions using the Configurator. * **Customers:** Configure and order customizable products via the Business Portal. ## Workflow The configuration workflow includes enabling the CPQ Configurator system property (for upgrades before Zurich release), creating and saving configurable products, generating and publishing blueprints, and then using the Configurator in CRM Workspace or Business Portal to configure and save product offerings as transaction line items. ## Benefits * **For Product Catalog Admins:** Ability to generate and maintain blueprints containing comprehensive configuration logic to manage complex product offerings effectively. * **For Agents and Customers:** Simplified, accurate configuration of complex products based on attributes and rules without needing deep product knowledge. * **Attribute-Based Configuration:** Unlike traditional product-based methods, the attribute-based model prompts users with relevant feature questions and applies rules to generate valid configurations, reducing errors and automating pricing and quoting. ## Next Steps ServiceNow customers can deepen their understanding and implementation by exploring setup guides for the CPQ Configurator, creating configurable products and blueprints, using the Configurator interface, and accessing online help topics tailored for product catalog administrators. The ServiceNow CPQ Configurator interface streamlines the process of configuring and pricing customizable products that are added to Sales Customer Relationship Management transactions. ## 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 CRM 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 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} 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 CRM 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 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}