CPQ Configurator guided setup

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

    • The CPQ Configurator guided setup provides a sequence of tasks that help you configure and implement the CPQ Configurator.

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

    1. Complete the prerequisites. For more information, see Prerequisites for configuring CPQ Configurator.
    2. Configure CPQ Configurator using the guided setup. For more information, see Set up CPQ Configurator using guided setup.