DoPricer CPQ: How to Set Up Pricing Rules for Different Customers

How DoPricer decides which rule to apply

When a new line item is created, DoPricer evaluates pricing and discounts separately, in a fixed order, and stops at the first match for each.

Pricing is evaluated first:

Discounts are then evaluated in priority order:

DoPricer stops at the first discount match — it does not stack multiple discount types.

Step 1: Enable DoPricer for the company

Before any rules take effect, DoPricer must be switched ON for the company.

1. Open the Company record in HubSpot.
2. Find the DoPricer Enabled property (in the DoPricer property group).
3. Set it to On.

If this property is empty or set to OFF, DoPricer will not apply any pricing or discounts for that company, and will record Company Off on any line items it processes.

Step 2: Choose your pricing approach

Option A — Per-product discount (SKU-based)

Use this when a customer gets a specific discount on individual products.

1. On the Company record, find the Discount by Product Items property.
2. Enter a comma-separated list of SKU=discount% pairs.

Example: ABC123=10,ABC124=20,ABC125=30

This gives the customer 10% off product ABC123, 20% off ABC124, and 30% off ABC125. This is the highest-priority discount rule — if a matching SKU is found, no other discount checks are made.

Option B — Product category discount

Use this when a customer receives a consistent discount across a whole category of products (e.g. 15% off all Pumps, 10% off all Consumables).

Product categories are set up by HubDo Support — each category gets its own discount property on the Company record. Once configured:

1. On the Company record, find the relevant category discount properties (e.g. Pumps Disc%, Consumables Disc%).
2. Enter the discount percentage for each applicable category.

DoPricer checks category discounts only if no SKU-specific discount was found for that line item.

Note: Product category discounting requires setup by HubDo Support, who will configure the category dropdown in your product library and create the corresponding discount properties on your Company records. Contact us to get started.

Option C — Default discount

Use this when a customer receives the same flat discount on all products.

1. On the Company record, find the Discount Default property.
2. Enter the discount percentage (e.g. 15 for 15%).

This is the lowest-priority discount — it applies only when no SKU or category rule matches the line item. If left empty, no discount is applied.

Option D — Custom price list

Use this when a customer has an entirely separate pricing structure — for example, a wholesale or OEM price list — rather than a discount off the standard list price.

Custom price lists are set up in your HubSpot product library (as additional price columns) and assigned to companies via the DoPricer Pricelist property on the Company record. When assigned, DoPricer replaces the standard list price with the customer's specific price for each product.

Important constraints:

• Only one price list can be active per company at a time.
• If the deal or quote currency doesn't match the price list currency, DoPricer falls back to the standard HubSpot price for that currency.
• If a customer buys in multiple currencies, the recommended approach is to create separate Company records in HubSpot — one per buying currency or entity.

Because custom price lists require setup in your product library, this is configured with the help of HubDo Support. Contact us to discuss your requirements.

Preventing discounts on specific products

If certain products should never be discounted — such as delivery charges or service fees — you can mark them directly in your product library.

1. Open the product in your HubSpot product library.
2. Find the DoPricer Discount Always Empty property.
3. Set it to Yes.

When set, DoPricer will not apply any discount to line items for that product, regardless of what discount rules are configured on the company.

Combining price lists and discounts

Custom price list pricing and discount rules are independent and can be combined. For example, a customer can have a Wholesale price list applied and also receive an additional default or per-product discount on top of those wholesale prices.

Checking what DoPricer applied

After processing, DoPricer records its decision on each line item:

• DoPricer Discount Message — shows which discount rule was applied: Line Item Discount, Category Discount, Default Discount, No Discount, Discount Always Empty, or Company Off.
• DoPricer Price Message — shows which price was applied and from which source (e.g. Custom price 149.00 applied from custom_price_wholesale_usd, or Standard price 175.00 applied based on deal currency EUR).

You can view these on any individual line item, or create a line item report in HubSpot to review pricing decisions across all your deals and quotes.

Summary

Need help setting up pricing rules? Contact us at support@hubdo.com.