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      DoPricer CPQ: Choosing the Best Value Pricing Plan Based on Line Item Volume

      Selecting Your Most Cost-Effective Plan When Monthly Line Items Exceed Your Current Tier

      TL;DR Shortcut links:

      Overview

      DoPricer CPQ pricing is based on the number of line items processed each month, not per-user seats. This usage-based model means you only pay for actual quoting activity, making it cost-effective for teams of any size.

      Key Pricing Principle: Each plan includes a set number of line items. When you exceed that amount, you pay extra per additional line item OR upgrade to the next tier for better value.

      Understanding Line Items

      A line item is created each time a product is added to a Deal or Quote in HubSpot. For example:

      • Adding 5 different products to a quote = 5 line items
      • Creating 10 quotes with 3 products each = 30 line items

      Tip: You can track your line item usage by creating a HubSpot report showing "Line Items Created Per Month" to understand your typical volume.

      Standard Edition Pricing Plans

      Standard Edition is best for businesses that need basic product-level discounts and default customer discounts.

      Plan Monthly Cost Line Items Included Extra Per Item Upgrade At
      DPR500S $59 500 $0.15 Starting plan
      DPR1KS $99 1,000 $0.15 767+ items
      DPR2KS $189 2,000 $0.15 1,600+ items
      DPR5KS $329 5,000 $0.15 2,933+ items
      DPR10KS $599 10,000 $0.15 6,800+ items
      DPR20KS $1,199 20,000 $0.15 14,000+ items

      Standard Edition Features

      • ✓ Company Product Discounts
      • ✓ Company Default Discounts
      • ✓ Works with HubSpot Deals
      • ✓ Automatic price and discount application
      • ✓ Multi-currency support

      Plus Edition Pricing Plans

      Plus Edition adds advanced features like category discounts and custom price lists, with higher per-item overage charges.

      Plan Monthly Cost Line Items Included Extra Per Item Upgrade At
      DPR500P $89 500 $0.20 Starting plan
      DPR1KP $149 1,000 $0.20 800+ items
      DPR2KP $249 2,000 $0.20 1,500+ items
      DPR5KP $499 5,000 $0.20 3,250+ items
      DPR10KP $899 10,000 $0.20 7,000+ items
      DPR20KP $1,599 20,000 $0.20 13,500+ items

      Plus Edition Features

      Everything in Standard, plus:

      • ✓ Product Category Discounts
      • ✓ Custom Price Lists in any currency
      • ✓ Works with HubSpot Deals AND Quotes

      How to Choose Your Plan: Decision Framework

      Step 1: Determine Your Monthly Line Item Volume

      Calculate your typical usage:

      Average Quotes per Month × Average Products per Quote = Monthly Line Items

      Examples:

      • 80 quotes/month × 6 products = 480 line items
      • 150 quotes/month × 8 products = 1,200 line items
      • 400 quotes/month × 10 products = 4,000 line items

      Step 2: Identify Required Features

      Choose Standard Edition if:

      • You only need basic per-product discounts
      • You work primarily with Deals (not Quotes)
      • You don't need category-level pricing rules

      Choose Plus Edition if:

      • You need product category discounts
      • Different customers require completely different price lists
      • You use HubSpot's native Quote functionality
      • The extra $30/month is justified by these features

      Step 3: Select the Right Tier

      Use the "Upgrade At" numbers in the tables above. These breakeven points tell you exactly when upgrading to the next tier saves money.

      Pricing Examples

      Example 1: 1,200 Line Items per Month

      Standard Edition:

      • Option A: Stay on DPR500S → $59 + (700 × $0.15) = $164/month
      • Option B: Upgrade to DPR1KS → $99 + (200 × $0.15) = $129/month ✓ Best choice

      Savings: $35/month by upgrading

      Example 2: 3,500 Line Items per Month

      Standard Edition:

      • Option A: Stay on DPR2KS → $189 + (1,500 × $0.15) = $414/month
      • Option B: Upgrade to DPR5KS → $329 + (0 × $0.15) = $329/month ✓ Best choice

      Plus Edition:

      • Option A: Stay on DPR2KP → $249 + (1,500 × $0.20) = $549/month
      • Option B: Upgrade to DPR5KP → $499 + (0 × $0.20) = $499/month ✓ Best choice

      Example 3: 750 Line Items per Month

      Standard Edition:

      • Stay on DPR500S → $59 + (250 × $0.15) = $96.50/month
      • Don't upgrade yet (breakeven is at 767 items)

      Plus Edition:

      • Stay on DPR500P → $89 + (250 × $0.20) = $139/month
      • Don't upgrade yet (breakeven is at 800 items)

      Quick Reference Guide

      When to Upgrade: Standard Edition

      Your Monthly Volume Recommended Plan Monthly Cost*
      Up to 767 items DPR500S $59 - $174
      767 - 1,599 items DPR1KS $99 - $189
      1,600 - 2,932 items DPR2KS $189 - $329
      2,933 - 6,799 items DPR5KS $329 - $599
      6,800 - 13,999 items DPR10KS $599 - $1,199
      14,000+ items DPR20KS $1,199+

      *Cost range includes base + potential overage charges

      When to Upgrade: Plus Edition

      Your Monthly Volume Recommended Plan Monthly Cost*
      Up to 800 items DPR500P $89 - $149
      800 - 1,499 items DPR1KP $149 - $249
      1,500 - 3,249 items DPR2KP $249 - $499
      3,250 - 6,999 items DPR5KP $499 - $899
      7,000 - 13,499 items DPR10KP $899 - $1,599
      13,500+ items DPR20KP $1,599+

      *Cost range includes base + potential overage charges

      Understanding Overage Charges

      Standard Edition: $0.15 per line item over your plan's limit
      Plus Edition: $0.20 per line item over your plan's limit

      Why Upgrade Instead of Paying Overages?

      The breakeven points in our tables show exactly when it's more cost-effective to upgrade:

      Example: On DPR500S with 900 line items:

      • Paying overages: $59 + (400 × $0.15) = $119/month
      • Upgrading to DPR1KS: $99 + (0 × $0.15) = $99/month
      • Save $20/month by upgrading

      Standard vs Plus: Which Edition?

      Choose Standard ($59+) if:

      • ✓ Your pricing is relatively simple
      • ✓ Product-level discounts are sufficient
      • ✓ You work mainly in Deals
      • ✓ Budget is a primary concern
      • ✓ You want to save $30/month on base costs

      Choose Plus ($89+) if:

      • ✓ You manage pricing by product categories
      • ✓ Different customers need entirely different price lists
      • ✓ You use HubSpot Quotes functionality
      • ✓ Category-level control saves significant time
      • ✓ The $30/month premium delivers clear ROI

      ROI Calculation for Plus Edition

      If category discounts and custom price lists save your team just 1 hour per month, and your team's time costs $30/hour or more, Plus Edition pays for itself.

      Planning for Growth

      Monitor Your Usage

      Create a monthly line items report in HubSpot to track trends:

      1. Go to Reports → Create Report → Single Object → Line Items
      2. Add "Count of Line Items" and "Create Date"
      3. Filter by "Create Date is Last 12 months"
      4. Group by Month

      Anticipate Volume Changes

      Upgrade proactively if:

      • Launching a new product line
      • Expanding your sales team
      • Running a promotional campaign
      • Entering peak season

      Budget for Scale

      Use this formula to estimate costs at different volumes:

      Total Cost = Base Plan Cost + (Overage Items × Per-Item Rate)

      Where: Overage Items = (Monthly Volume - Plan Includes)

      Frequently Asked Questions

      Q: What happens if I exceed my line item limit?
      A: You'll be charged the overage rate ($0.15 for Standard, $0.20 for Plus) per additional line item. Consider upgrading to the next tier for better value.

      Q: Can I change plans mid-month?
      A: Contact HubDo support to discuss plan changes. Typically, changes take effect at the next billing cycle.

      Q: Do old line items from previous months count?
      A: No. Only NEW line items created in the current month count toward your limit.

      Q: How do I know when to upgrade?
      A: Use the "Upgrade At" numbers in the pricing tables. When you consistently exceed those volumes, it's time to upgrade.

      Q: Is there a free trial?
      A: Yes. DoPricer offers a 14-day free trial to test the platform with your actual data.

      Q: Do I pay per user?
      A: No. All team members can use DoPricer. You only pay based on line item volume.

      Q: What if I need more than 20,000 line items?
      A: Contact HubDo to discuss high-volume pricing options tailored to your needs.

      Best Practices for Cost Optimization

      1. Track Before You Commit: Use the free trial to understand your actual usage patterns
      2. Start Conservative: Begin with DPR500S or DPR500P and upgrade as needed
      3. Review Monthly: Check your line item reports at month-end to optimize your plan
      4. Upgrade Proactively: Upgrade proactively when you approach breakeven points
      5. Consider Seasonality: If your volume fluctuates significantly, factor in peak months
      6. Calculate True Cost: Include overage charges when comparing plan options

      Next Steps

      1. Estimate Your Volume: Review recent months to calculate average line items
      2. Choose Your Edition: Decide between Standard and Plus based on features needed
      3. Select Your Tier: Use the upgrade breakpoints to pick the right capacity
      4. Start Free Trial: Test DoPricer with your actual HubSpot data
      5. Monitor & Optimize: Track usage and adjust your plan as needed

      Additional Resources