Using the CPQ Configurator
Agents and customers use the CPQ Configurator to customize configurable products in Sales and Order Management transactions such as opportunities, quotes, and orders.
CPQ Configurator overview
With the CPQ 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.
Hinweis:
The CPQ Configurator is available if it's been implemented in your organization. Otherwise, the legacy product configurator is available for customizing configurable products.
When adding products to Sales and Order 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.
The 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.
|
| 5. Completion icons | Icons that indicate the state of the configuration:
|
icon to move the shopping cart component to different locations in the layout (left, right, bottom). 
icon and message.