Custom Salesforce CPQ Solution for

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
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