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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Using configure, price, quote applications

Learn how to use configure, price, quote applications.

  • Using the ServiceNow CPQ Configurator
    Agents and customers use the Configurator to customize configurable products in Sales Customer Relationship Management transactions such as opportunities, quotes, and orders.
  • Using the Configurator
    The 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.
  • Using Quote Management
    Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.
  • Using Advanced Approval Management
    Sales teams can use workflows for approving Sales Customer Relationship Management entities such as customer quotes. Workflows begin with approval requests submitted by sales agents, which are then routed for approval by designated approvers.
  • Using Customer Contracts and Entitlements
    Learn how consumers, managers, agents, and administrators use the Customer Contracts and Entitlements application to generate customer contracts and contract lines.
  • Using Sales Agreement Management
    Learn how managers, agents, and administrators use the Sales Agreement Management application to generate sales agreements from quotes.

Parent Topic:Using Sales Customer Relationship Management applications