Congratulations on installing DoPricer CPQ by HubDo! Here are your next steps:
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Access DoPricer CPQ Settings in your HubSpot Portal
- Return to HubDo Marketplace MyApps
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Click the DoPricer App Icon to take you to DoPricer Settings in your HubSpot Portal
- Tip: If you accidentally uninstall DoPricer, reinstall it using the app icon
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Enable or Disable DoPricer CPQ
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The default is DoPricer ON for your HubSpot Portal, but OFF for every Company until you switch it on at the Company Property level.
- Open: How to enable and disable DoPricer
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Unsure where to start? read the DoPricer CPQ Set-Up Guide
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CUSTOM Price Lists and other features
YES, Custom Price lists are a feature managed by DoPricer. Our Support team will help you apply your custom price lists - please contact support@hubdo.com
Other features not yet available to do yourself inside HubSpot.ALL your data is contained inside HubSpot, we will help to import your custom price lists for you. Contact support@hubdo.com
Other Help Documents to get you started:
How to turn DoPricer CPQ ON and OFF
How to set the Default Discount per Company
Multiple Price Lists - YES DoPricer does handle these for you, all within HubSpot - talk to our support team for assistance - support@hubdo.com
How to create a Company view report to manage DoPricer Discounts