Quote Experience in ServiceNow CPQ

  • Release version: Australia
  • Updated May 5, 2026
  • 1 minute to read

    • ServiceNow CPQ provides a unified Quote Experience for creating, pricing, approving, and completing quotes. The experience works wherever your sales teams operate, maintaining consistent workflows, pricing logic, and governance.

    Quote Experience

    The Quote Experience is a single, modern quoting solution that supports both simple and complex quoting needs. It provides a configurable workspace for managing quotes, including products, pricing, approvals, and lifecycle progression.

    Key capabilities include:

    • Create and manage quotes directly from your CRM opportunity workflow.
    • Add products using the product configurator.
    • Apply flexible pricing, including discounts, markups, and overrides.
    • Route quotes through configurable approval workflows.
    • Track the quote lifecycle from creation through completion.
    • Generate customer-ready quote documents.

    Composable architecture

    The Quote Experience is modular and can be embedded into your existing CRM or customer experience platform without requiring a full reimplementation. This flexibility enables you to:

    • Use the quote experience within ServiceNow Sales CRM or another CRM.
    • Embed the quote experience in partner portals or custom sales applications.
    • Integrate with external pricing, order management, and document systems.

    Configuration experience

    The product configurator lets users select and configure products directly within the Quote Experience. It supports complex product structures, dependencies, and pricing inputs while remaining embedded in the quoting workflow.

    Implementation considerations

    ServiceNow CPQ supports a range of deployment models and regulatory requirements:

    • Deploy cloud-first implementations for modern, composable quoting experiences.
    • Support tailored implementations for on-premises or federally regulated environments.
    • Configure the solution to align with organizational controls, compliance requirements, and integration constraints.

    Supported use cases for the ServiceNow CPQ

    Use the ServiceNow CPQ Quote Experience when you need a scalable, configurable quote solution that supports both simple and complex sales processes, integrates with your existing systems, and provides consistent governance across the quote lifecycle.