Set up ServiceNow CPQ Configurator without guided setup

concept australia Updated Mar 12, 2026 2 min read configuring-servicenow-cpq.md
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Plan and configure your implementation of the ServiceNow CPQ Configurator. Product catalog admins and agents use the Configurator in the CRM Workspace, while users using self-service features use it in the Business Portal. These steps also set up the integration that ServiceNow Quote Experience requires.

Use the steps mentioned in the configuration overview to set up the ServiceNow CPQ Configurator without guided setup. The same steps establish the connection between your ServiceNow instance and the ServiceNow CPQ microservice that ServiceNow Quote Experience uses. If you are implementing ServiceNow Quote Experience, complete this setup as part of the environment and instance setup. For more information, see Set up the environment and instance for ServiceNow Quote Experience.

Configuration overview

  1. Navigate to All > System Applications > All Available Applications > All.

  2. Install the following plugins searching by name or ID; if the plugin does not appear in the results, request it from the ServiceNow Store. Select a version and Load demo data as required.

    • CSM and FSM Workspace Foundation(sn_cwf_wrkspc)

    • Order Management (sn_ind_tmt_orm)

    • Product Catalog Management Core (sn_prd_pm)

    • Price Management (sn_csm_pricing)

    • Quote Management Application (sn_quote_mgmt)

    • Product Configurator (sn_prd_config_ui)

    • Customer Life Cycle Management Workflows (sn_l2c_cust_flows)

    • Product and pricing rules (sn_csm_price_mtrx)

    • Opportunity Management Application (sn_opty_mgmt)

    • Product Offering Recommendations (sn_prd_pm_ra)

    • Order Management Portal (sn_ord_mgmt_portal)

    • Order Operations Case Management (sn_order_case)

    • Case Management for Invoice Operations (sn_csm_invoice)

    • Sales Cart (sn_sales_cart)

    • Customer Life Cycle Managment Self Service (sn_clm_selfservice)

    • Customer Service Portal (sn_csm_portal)

    • CPQ Integration (sn_cpq_intg)

    • CPQ Configurator (sn_cpq_config)

    • Contracts and Entitlement Workflows (sn_contract_ent_wf)

    • Sales Quota Application (sn_quota_app) The following are dependent plugins that are installed with the above mentioned plugins. Review and install the plugins if they aren't installed already.

    • Product Catalog Management Core (sn_prd_pm) - installed with Price Management, Product Configurator, Product Offering Recommendations

    • Customer Life Cycle Management Workflows (sn_l2c_cust_flows) - installed with Order management and Quote Management Application, Contracts and Entitlement Workflows

    • Price Management (sn_csm_pricing) - installed with Product and pricing rules, Sales Cart

    • Order Management (sn_ind_tmt_orm) - installed with Order Management Portal, Order Operations Case Management

    • CPQ Integration (sn_cpq_intg) - installed with CPQ Configurator

  3. Set up instance for ServiceNow CPQ integration.

  4. Request a ServiceNow CPQ tenant

  5. Connect your instance with ServiceNow CPQ instance.

  6. Set up an external connection in ServiceNow CPQ.

  7. Enable the ServiceNow CPQ Configurator.

    If you're currently using the Sales Customer Relationship Management product configurator and want to use the ServiceNow CPQ Configurator, enable the enable_advanced_configuration system property.

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