---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# With guided setup

# Set up ServiceNow CPQ Configurator and ServiceNow Quote Experience using guided setup {#ariaid-title1}

Release version: Brazil  
Updated May 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The guided setup provides a sequence of tasks that help you configure and implement the Configurator and ServiceNow Quote Experience.

Product catalog administrators and technicians run ServiceNow CPQ guided setup in the CSM
Configurable Workspace, while users using self-service features use it in the Business Portal.

1. Complete the prerequisites for ServiceNow CPQ Configurator and Quote Experience. For more information, see [Prerequisites for setting up ServiceNow CPQ](https://www.servicenow.com/docs/wZ6bGFmJ9jLXPzAkN2jgJg "Complete the prerequisites before you set up the Configurator and ServiceNow Quote Experience.").
2. Configure ServiceNow CPQ Configurator using the guided setup. For more information, see [Set up ServiceNow CPQ configurator using guided setup](https://www.servicenow.com/docs/33YkTlClpHfHFzqsYyh63Q "The guided setup organizes the configuration activities into modules and tracks completion as each activity is completed.").
3. Configure ServiceNow Quote Experience using the guided setup. For more information, see [Set up ServiceNow Quote Experience](https://www.servicenow.com/docs/79Zwh8HdC4VEQ26YyEFx_w "Use the Quote Experience guided setup to connect your ServiceNow instance to your ServiceNow CPQ Microservice instance and set up system-to-system authentication with JWT and OAuth.").