Setting up CPQ Configurator

  • Release version: Zurich
  • Updated July 1, 2026
  • 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

      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

      Configure each setting individually without guided assistance. This approach provides full flexibility and control over configuration order and settings.