How to create a quote with discounted line items. DoPricer PLUS Subscription

DoPricer Plus processes line items on QUOTES (not just Deals)

For PLUS Subscription Users only:

 

DoPricer applies Company discounts via Deals and Quotes.

If you prefer to apply line items directly to a quote, this functionality applies the Company discounts (you've already set up), not only via a Deal but as line items applied directly to a Quote.

To access this feature, you require a DoPricer Plus subscription.

 

Go to the General Settings and turn ON the DoPricer Quotes Master Switch

HubSpot Settings > Integrations > Connected Apps > DoPricer > General Settings

 

View of DoPricer setting to include Quotes feature

The published Quote will then copy all line items back to the Deal within HubSpot.