Set up ServiceNow Quote Experience

task australia Updated Oct 27, 2026 2 min read setup-quote-experience.md
Raw file servicenow.com

Use the Quote Experience guided setup to connect your ServiceNow instance to your ServiceNow CPQ Microservice instance and set up system-to-system authentication with JWT and OAuth.

Before you begin

Role required: admin

About this task

Complete the prerequisites before you start. For more information, see Prerequisites for setting up ServiceNow CPQ.

Note: If Quote Management is installed, run the fix script in Disable Quote Management application objects before you start.

How to access

In ServiceNow Workspace, go to All > Quote Experience > Guided Setup.

If Guided Setup isn't available, upgrade the ServiceNow Quote Experience application to the minimum version for your release. See the minimum app versions table below.

Minimum app versions

Release Minimum ServiceNow Quote Experience version
Brazil 2.2.8
Australia 2.2.8
Zurich 1.2.8

Procedure

  1. Select through the Prerequisites for CPQ section.

    Verify you completed these items in the prerequisites. For more information, see Prerequisites for setting up ServiceNow CPQ.

  2. Complete the Certificate Setup section.

    For detailed certificate generation information, see Generate JWT certificates for ServiceNow Quote Experience.

    1. For Public Certificate, copy and paste the contents of the certificate.pem file.

    2. For Private Key, copy and paste the contents of the private_key.pem file.

      Note: For Public Certificate and Private Key, copy and paste the file contents starting with “-----BEGIN CERTIFICATE-----" and ending with “-----END CERTIFICATE-----". Both marker lines should be included.

    3. Enter the keystore password, the password you chose when you created the certificate files, in the Shared key field.

      Note: If Shared key isn't editable, follow the prompt to edit the record in the Quote Experience application.

  3. Complete the guided setup.

  4. Add the Logik Integrator user as an OAuth application user for the Logik.ai API application registry.

    1. Navigate to All > System OAuth > Application Registry.

    2. Change the scope to CPQ Integration.

    3. Add the OAuth Application User column to the table view.

    4. Double-click the OAuth Application User cell on the Logik.ai API application registry record.

    5. Select the Logik Integrator user.

  5. Add the useraccount auth scope to the Logik.ai JWT Bearer API application registry.

    1. Navigate to All > System OAuth > Application Registry.

    2. Change the scope to Quote Experience.

    3. Open the Logik.ai JWT Bearer API application registry record.

    4. In the Auth Scope section, double-click Insert a new row....

    5. Select useraccount.

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