Set up ServiceNow CPQ Configurator and ServiceNow Quote Experience using guided setup

concept australia Updated May 5, 2026 1 min read guided-setup.md
Raw file servicenow.com

The guided setup provides a sequence of tasks that help you configure and implement the Configurator and ServiceNow Quote Experience.

Product catalog administrators and technicians run ServiceNow CPQ guided setup in the CSM Configurable Workspace, while users using self-service features use it in the Business Portal.

  1. Complete the prerequisites for ServiceNow CPQ Configurator and Quote Experience. For more information, see Prerequisites for setting up ServiceNow CPQ.
  2. Configure ServiceNow CPQ Configurator using the guided setup. For more information, see Set up ServiceNow CPQ configurator using guided setup.
  3. Configure ServiceNow Quote Experience using the guided setup. For more information, see Set up ServiceNow Quote Experience.
Search documentation
Search document titles and file paths on the australia branch