---
title: Add customizable products using CPQ Configurator
description: Use the Configurator to add configurable products to a Sales Customer Relationship Management transaction, for example an opportunity or quote.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/add-products-with-cpq-config.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [CPQ Configurator, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Add customizable products using CPQ Configurator

Use the Configurator to add configurable products to a Sales Customer Relationship Management transaction, for example an opportunity or quote.

## Before you begin

Role required: sales agent, order agent, customer

## Procedure

1.  Create a transaction, such as an opportunity or a quote, in the CRM Workspace.

    1.  Navigate to **Workspaces** > **CSM/FSM Configurable Workspace**, and select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

    2.  Navigate to the module for the transaction, for example **Quotes** > **All**, and select **New** to create the transaction.

    3.  When the transaction is created, select **Add line items** to create a line item.

        The tabs \(related lists\) open for the transaction.

2.  Select the Catalog tab to open the product catalog interface, then select the appropriate catalog.

3.  In the card for the product offering to be configured, select **Customize**.

    The CPQ Configurator opens.

4.  Select a product in the bundle and in the Options selection section, choose the product option.

    -   As you select options and enter quantity items, review the shopping cart to see the associated pricing for your selections.
    -   Review the completion icons.
        -   An attention icon \[Omitted image "icon-attention.png"\] Alt text:: Indicates that a required option or entry must be completed. Select the icon to see which item must be completed. To find the required entry, review the options for all the products in the bundle. The required entry is identified by the Alert icon \[Omitted image "icon-alert-triangle.png"\] Alt text: and message.
        -   A check mark icon \[Omitted image "check-fill-24.svg"\] Alt text:: Indicates that all required options and entries for the configurable offering have been completed.
5.  When you complete your selections, select **Save and Close**.

    The configurable product is added as a line item to the transaction.


**Parent Topic:**[Using the CPQ Configurator](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-servicenowcpq.md)