Setting up CPQ Configurator

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 Configurator using one of the following approaches.

• Configure CPQ Configurator using guided setup

  Use the guided setup to configure the Configurator step by step. The guided setup walks you through each required setting in a structured sequence, providing context and validation at each stage.

• Set up ServiceNow CPQ Configurator without guided setup

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