--- 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 # Using the CPQ Configurator {#ariaid-title1} Release version: Zurich Updated November 16, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Using the CPQ Configurator The CPQ Configurator enables agents and customers to customize configurable products within Sales Customer Relationship Management (CRM) transactions such as opportunities, quotes, and orders. It dynamically adjusts offerings based on customer needs or product attributes without requiring deep knowledge of product structures. Agents access the configurator through the CRM Workspace, while customers use it via the Business Portal for self-service transactions. Show full answer Show less Note that the CPQ Configurator is only available if implemented in your organization; otherwise, the legacy product configurator will be used. ## Key Features * **Products in the bundle:** Displays all products included in a bundle. Selecting a product reveals its configurable features and options. * **Option selections:** Shows available product attributes and features such as characteristics and options, including text fields for entering additional product information. * **Quantity:** Allows entry of the desired number of products. * **Shopping cart:** Reflects current selections with automatic pricing updates. Users can reposition the shopping cart within the interface using a Gear icon and dock it using a Pin icon. By default, it appears below the option selections. * **Completion icons:** Visual indicators showing configuration status: * Checkmark icon: All required entries and selections are complete. * Attention icon: A required entry is missing. Clicking the icon provides details and highlights the missing item in the bundle. ## Practical Use When adding configurable products to CRM transactions, selecting a customizable product from the catalog automatically launches the CPQ Configurator interface. Agents and customers can then customize product features, specify quantities, and view real-time pricing in the shopping cart. This process streamlines product configuration, ensures completeness with visual status icons, and supports accurate transaction creation. Agents and customers use the CPQ Configurator to customize configurable products in Sales Customer Relationship Management transactions such as opportunities, quotes, and orders. ## CPQ Configurator overview {#using-servicenowcpq__cf-using-parent-workflow} With the CPQ Configurator, agents and customers can configure offerings dynamically based on customer needs or product attributes, without having extensive knowledge of product structures and hierarchies. Agents use the configurator in the CRM Workspace, while customers use the configurator in the Business Portal for self-service transactions. Note: The CPQ Configurator is available if it's been implemented in your organization. Otherwise, the [legacy product configurator](https://www.servicenow.com/docs/tHvfu1eLSlQY30ccZnByUA "The legacy product configurator in Sales Customer Relationship Management is an interface for customizing configurable product offers. The interface displays the product options available and automatically calculates product pricing as you select options.") is available for customizing configurable products. Figure 1. CPQ Configurator in CRM Workspace and Business Portal When adding products to Sales Customer Relationship Management transactions, agents and customers select a customizable product offering from the product catalog, which automatically launches the configurator. The configurator displays the available features and options that can be selected for the product. Figure 2. CPQ Configurator interface The CPQ Configurator interface has the following features:{#using-servicenowcpq__table_ftl_n4q_ygc__entry__2} | Feature | Description | |-|-| | 1. Products in the bundle | Products that comprise the bundle. Select a product in the bundle to view the features and options available. | | 2. Option selections | Section that displays the available product attributes and features, such as characteristics and characteristic options for the product. This section can include text fields for entering relevant product information. | | 3. Quantity | Option for entering the number of products needed. | | 4. Shopping cart | List that reflects the current selections made and their associated pricing. * As you select options, the pricing is calculated and displayed automatically. * Use the Gear ![]() icon to move the shopping cart component to different locations in the layout (left, right, bottom). Note: The default location for the shopping cart is below the option selections section. In this example, the shopping cart was moved so that it appears in the right pane. * Use the Pin icon to dock the shopping cart in a particular location (left pane, right pane, or below the options selection section). {#using-servicenowcpq__ul_ign_wtq_ygc} | | 5. Completion icons | Icons that indicate the state of the configuration: * Checkmark icon: Indicates that the required entries and option selections are complete. * Attention icon: Indicates that a required entry must be made. Select the icon for a description of the option or entry to be completed. To locate the required entry, review the selections for all the products in the bundle. The required entry is identified by an alert ![]() icon and message. {#using-servicenowcpq__ul_xx3_5vq_ygc} | [Table 1. CPQ Configurator features] {#using-servicenowcpq__table_ftl_n4q_ygc} * **[Add customizable products using CPQ Configurator](https://www.servicenow.com/docs/UYdo_ptjgIqQjN54c9DI9w)** Use the CPQ Configurator to add configurable products to a Sales Customer Relationship Management transaction, for example an opportunity or quote. **Related tasks** * [Add customizable products using CPQ Configurator](https://www.servicenow.com/docs/UYdo_ptjgIqQjN54c9DI9w "Use the CPQ Configurator to add configurable products to a Sales Customer Relationship Management transaction, for example an opportunity or quote.")