Using CPQ

Use ServiceNow CPQ to configure complex products, apply dynamic rules, and generate accurate quotes with speed and precision. You can understand how the CPQ experience works end-to-end—from guided configuration and real-time pricing to document generation and seamless integration with the rules engine.

• Setting the number format of an editable field
  Learn how to create a user-editable field that maintains a specified format.
• Launch a solution
  Launch a configurable product to start a solution session. The product you launch becomes the solution root.
• Add configurable products to a solution
  Trigger a configurable product action in a session to add a child configuration to the solution.
• Navigate within a solution
  Use the solution navigation sidebar to move between configurations in a solution session.
• Remove a configurable product from a solution
  Remove a child configuration from a solution by changing the condition of its configurable product action to false.
• View the solution bill of materials
  View the solution bill of materials to see all products added across every configuration in the session.
• Document generation
  You can use third-party document generation software to output configuration data by pushing information from CPQ to Salesforce.
• Use cases
  View a list of example use cases for CPQ.
• Modify a product subscription with ramped pricing and quantities
  Add pricing or quantity ramps to quote line items to set incremental changes during the life of a contract.