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.
ServiceNow CPQ Configurator overview
With the 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 CSM Configurable Workspace, while customers use the configurator in the Business Portal for self-service transactions.
Example product bundle displayed in the CSM Configurable Workspace and the 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.
Sections in the CPQ Configurator interface, described in the following table.
The ServiceNow CPQ Configurator interface has the following features:
| 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 Image omitted: gear_icon.png icon to move the shopping cart component to different locations in the layout (left, right, bottom).</p> 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.
|
| 5. Completion icons | Icons that indicate the state of the configuration:- Checkmark Image omitted: check-fill-24.svg - Attention icon: Indicates that the required entries and option selections are complete. Image omitted: icon-attention.png 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 \[Omitted image "icon-alert-triangle.png"\] Alt text: icon and message. |
- Add customizable products using ServiceNow CPQ Configurator
Use the Configurator to add configurable products to a Sales Customer Relationship Management transaction, for example an opportunity or quote. - Using ServiceNow CPQ
Use ServiceNow CPQ to configure complex products, apply dynamic rules, and generate accurate quotes with speed and precision. You can understand how the CPQ experience works end-to-end—from guided configuration and real-time pricing to document generation and seamless integration with the rules engine.
Parent Topic:Using configure, price, quote applications
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