Published 1 Mar 2024 · Last reviewed 11 Nov 2026
Precision manufacturer
Custom web CPQ application connected to Salesforce
Client
Precision manufacturer
Industry
Manufacturing
Salesforce products
Sales Cloud
Integration
Custom web CPQ application (two-way with Salesforce)
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services built a precision manufacturer a custom configure-price-quote web application that works with its Salesforce Professional Edition org. Sales users add products and prices, create opportunities and quotes, and generate quote PDFs on the web, while every record is saved to Salesforce at the same time. No results were published.
The client is an integrated precision manufacturing company with a large catalog of configurable products. Techila Global Services, a Salesforce Summit Partner, built a custom web CPQ because the client's Salesforce Professional Edition limited what could be built inside Salesforce. Companies choosing a native quoting tool today look at Revenue Cloud; Salesforce CPQ is end of sale for new customers (Salesforce, dated 10 July 2026). Source: original Techila case study, published 1 March 2024 (archived copy reviewed 11 November 2026). The client name is withheld pending permission.
At a glance
- Scope
- Custom web CPQ: products, prices, opportunities, quotes and quote PDFs, saved to Salesforce
- Results
- Not published in the original case study
- Original case study
- Published 1 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
The manufacturer has a large number of integrated precision products and needed to configure and quote them. Because it ran Salesforce Professional Edition, building a CPQ application inside Salesforce was limited, so it wanted the solution to run as a web application.
A large catalog of integrated precision products had to be configured and quoted.
Salesforce Professional Edition limited building a CPQ application inside Salesforce.
The business wanted configuration and quoting to run from a web application.
The solution
Techila built a complete CPQ web application. Users add new products and prices, create opportunities and quotes, and generate quote documents as PDFs from the web, and all of this data is saved to Salesforce at the same time.
Add new products.
Add prices for each product.
Create new opportunities.
Create new quotes.
Generate quote documents as PDFs.
Save every product, price, opportunity and quote to Salesforce at the same time.
Salesforce products used
Related reading
- Salesforce CPQ in 2026: Techila's CPQ guide.
Related services
How Techila delivers this for your team
FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
The manufacturer used Salesforce Professional Edition, which limited building a CPQ application inside Salesforce. A web application gave it full configure-price-quote features while saving all data to Salesforce.
Add products and prices, create opportunities and quotes, and generate quote PDFs. Every record is saved to Salesforce at the same time.
Salesforce CPQ is end of sale for new customers but still supported for existing ones; new customers buy Revenue Cloud Advanced. Our Salesforce CPQ guide explains the change.
Techila names clients on its website only with their permission. This case study will name the client once that is confirmed.
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