How to enable and disable DoPricer CPQ

DoPricer on/off (portal level)

Switch DoPricer on and off for your whole HubSpot portal with DoPricer on/off in DoPricer Settings.

On (the default when you install): DoPricer prices new line items on Deals, and on Quotes when Apply pricing to quotes is on, but only for Companies whose DoPricer Enabled property is On.
Off: DoPricer ignores all new line items. They aren't priced and don't count toward your usage, so switch it off before a bulk import of line items, then back on. Line items created while it's off aren't priced when you switch it back on.
DoPricer also switches itself off when your free trial reaches 500 line items, or when your subscription is overdue. When the subscription is overdue, it stays locked off until the subscription is brought up to date.

To find it: HubSpot Settings > Integrations > Connected Apps, then click DoPricer CPQ (or Actions > Go to Settings). Installing DoPricer takes you straight to this screen.

COMPANY LEVEL:

Enable and disable DoPricer CPQ at the individual company level:

DoPricer Installation automatically creates several custom Company "properties" in a group called DoPricer. This includes a property called DoPricer Enabled

When Company > DoPricer Enabled is empty or "OFF" (default)
- This property is left blank until you set it manually or using workflows.
- You can leave it blank or set it to OFF, the effect is the same.
- Even if DoPricer on/off is on, DoPricer applies no price or discount to new line items on Deals and Quotes whose Company has DoPricer Enabled blank or "OFF". It records Company Off in the line item's DoPricer Discount Message, and these line items still count toward your usage.
- A Deal with no associated Company gets no DoPricer pricing either.

When Company > DoPricer Enabled = "ON"
- As long as DoPricer on/off is on, and Company DoPricer Enabled is also ON, DoPricer checks all new Line Items on Deals and Quotes for this Company.
- When DoPricer checks a Line Item, it will apply the appropriate Product Discount, Category Discount or Default Discount according to the DoPricer settings for that Company. DoPricer will also set the correct Product Price if a custom Price List applies for this Company.
- You can find the DoPricer Enabled property on each Company object.