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Hajana Technologies
C
Cybersecurity Solutions Provider

Custom Salesforce CPQ Solution for

Increased Sales EfficiencySales teams spent less time managing quotes and more time closing deals.
Enhanced Customer ExperienceProfessional, accurate quotes improved trust and engagement.
Salesforce CPQ solution for automated pricing and quote-to-order workflow
CategorySalesforce
IndustryTechnology
HeadquartersFresno, USA
Company sizeEnterprise

Business Requirements

Streamlined Quote-to-Order Process

Enable sales teams to submit quotes as orders with required document uploads directly in Salesforce.

Automated Quote Document Generation

Generate professional, customizable PDF quotes using multiple templates.

Custom Salesforce CPQ Configuration

Build a tailored CPQ system to handle complex pricing models and configurable products.

Product & Pricing Control

Allow sales users to edit quantities, cost price, and selling price through an intuitive interface.

Challenges Faced

Managing Complex Pricing Structures

Handling frequent pricing changes while maintaining usability and speed.

Ensuring Accurate Quote Calculations

Real-time calculation of margins, subtotals, and totals without manual errors.

Flexible Document Generation

Supporting multiple quote formats with faster generation and customization.

Sales Process Delays

Manual quote approvals and order submissions slowing down deal closures.

Hajana Technologies’ Salesforce CPQ Solution

Custom Quote Management Module

Built a Lightning Web Component (LWC) enabling real-time pricing edits, product additions, and automatic margin calculations.

Automated PDF Quote Generation

Developed a multi-template PDF generator allowing users to create detailed, client-ready quote documents instantly.

Quote-to-Order Automation

Enabled direct conversion of approved quotes into Salesforce orders with document attachments and automated notifications.

Results & Business Impact

  • Reading duration3 min
  • PublishedJan 16, 2026

Contact us to unlock your growth potential

Want to get 100 to 300 opportunities yearly and 10x your ROI? Book a call with Hajana experts to pick the right strategy and tactics that brings your sales to the next level.

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