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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# CPQ Configurator

# Setting up CPQ Configurator {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 1, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set up CPQ Configurator to define product pricing, create pricing rules, create complex product bundles, and enable other capabilities.

The configurator streamlines the quoting process by automating configuration logic, reducing manual quote creation errors, and ensuring consistent application of business rules across all quotes.  
You can set up the CPQ Configurator using one of the following approaches.

* [CPQ Configurator guided setup](https://www.servicenow.com/docs/Acds9ReIG88Ijx0cYcl5pw "The CPQ Configurator guided setup provides a sequence of tasks that help you configure and implement the CPQ Configurator.")

  Use the guided setup to configure the CPQ Configurator step by step. The guided setup walks you through each required setting in a structured sequence, providing context and validation at each stage.
* [Configuring CPQ Configurator without guided setup](https://www.servicenow.com/docs/PvThpnDfqG1oc_eVUHhd9g "Plan and configure your implementation of the CPQ Configurator. Product catalog admins and agents run CPQ Configurator in the CSM Configurable Workspace, while customers using self-service features use it in the Business Portal.")

  Configure each setting individually without guided assistance. This approach provides full flexibility and control over configuration order and settings.
{#setting-up-cpq-configurator__ul_pfv_lkz_rjc}