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Faster Quote Management
with Table Wizard
and PDF Automation
Salesforce users at a US technology company were managing Quote Line Items through a fragmented, multi-screen process — and generating customised PDFs required extra manual steps. TrueSolv built a custom LWC Table Wizard for inline CRUD operations and Visualforce PDF generation with version-controlled naming.
Quote Line Items managed in-table — PDF generated and saved automatically
Custom LWC table wizard · Version-controlled PDF · Inline CRUD
↓
Time to create, edit, and organise Quote Line Items
Inline table replaces multi-screen navigation
CRUD
Operations directly within the table wizard — no screen switching
Create, update, delete Quote Lines without leaving the Quote
PDF
Version-controlled PDFs auto-saved with creation date and Quote name
Never lose track of which version was sent
↑
Quote accuracy from colour-coded row highlighting for critical items
Visual prioritisation reduces missed information
01 — Challenge
Managing Quote Line Items across multiple screens with manual PDF generation
Salesforce users faced inefficiencies when managing Quote Line Items — no streamlined interface meant creating, updating, and deleting lines required navigating multiple screens. Generating customised PDFs with headers, footers, and version numbers was a cumbersome manual task requiring extra steps.
- No inline editing: Creating and editing Quote Line Items required navigating away from the Quote record — inefficient and disjointed.
- Manual PDF generation: Producing customised Quote PDFs with specific headers, footers, and version numbers required multiple manual steps.
- No version tracking: PDFs not saved with consistent naming — difficult to know which version was current or had been sent.
- Limited visual prioritisation: No way to highlight or flag critical Quote Line Items for attention.
02 — Solution
Custom LWC Table Wizard with Visualforce PDF and version-controlled naming
TrueSolv built a custom Table Wizard on the Quote record page as an interactive LWC table — each row representing a Quote Line Item with full inline CRUD operations. A Visualforce-based PDF action captures Quote data with version-controlled naming and auto-saves.
Custom LWC Table Wizard — Quote Line Items managed inline with colour-coded row highlighting for critical items.
1
Interactive LWC Table Wizard
Inline CRUD on Quote Line Items — no navigation required
A fully custom Table Wizard on the Quote record page acts as an interactive table where each row represents a Quote Line Item. Users perform all CRUD operations directly within the interface — no navigating to separate screens, no context switching.
2
Row Colour Highlighting
Visual prioritisation of critical Quote Line Items
The table wizard features colour-coded row and section highlighting — users can visually flag critical Quote Line Items, draw attention to specific sections, and streamline the review process by making important information immediately visible.
3
Visualforce PDF with Version Control
Auto-saved PDF with creation date, Quote name, and version number
A custom action on the Quote record page generates a Visualforce PDF containing additional header and footer data — creation date, Quote name, and version number. The PDF is automatically saved with a consistent naming convention for easy tracking and version history.
"Our reps were opening three different screens just to add a line to a quote. The table wizard puts everything in one place — and the PDFs now save automatically with the right version number so we always know what was sent to the customer."
Quote management was genuinely painful before. Line items required navigating away, PDFs had to be manually assembled, and nobody could remember which version had actually gone to the customer. The TrueSolv table wizard solved all of it. Inline CRUD means the whole quote lives on one screen. The colour highlighting helps reps focus on the right items. Version-controlled PDFs mean our records are always clean. Quote creation time dropped significantly.
SF
Sarah F.
Sales Enablement Manager · US Technology Company
04 — Results
Faster quote creation, version-controlled PDFs, improved accuracy
The Table Wizard and PDF automation significantly improved user efficiency and accuracy across the quoting process.
Faster Quote Creation
Inline CRUD operations eliminate multi-screen navigation — Quote Line Items created, edited, and deleted without leaving the Quote record.
Consistent PDF Versioning
Auto-saved PDFs with creation date, Quote name, and version number — always clear which version was sent to each customer.
Improved Data Accuracy
Streamlined interface reduces manual errors in Quote Line Item management — visual highlighting surfaces critical items before submission.
Higher Sales Productivity
Reps spend less time on quote administration and more time selling — faster quote turnaround and better customer experience.
05 — Technologies
Built with
Salesforce Sales Cloud
Lightning Web Components
Visualforce
Apex
Triggers
Experience Cloud
For Sales Teams Managing Complex Quotes in Salesforce
Your reps shouldn't navigate three screens
to add a line to a quote.
If your Salesforce quoting process requires multi-screen navigation and manual PDF assembly, we'll build a Table Wizard and automated PDF generation that put everything in one place.
Custom LWC Table Wizard for Quote Line Items
Inline CRUD operations on the Quote record
Colour-coded row highlighting for prioritisation
Visualforce PDF generation with version control
Auto-save with consistent naming convention
Apex triggers for data processing
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