Welcome to DoPricer CPQ. Follow the steps below to get up and running quickly.
Step 1: Access DoPricer Settings in HubSpot
- Go to the HubSpot Marketplace and search for DoPricer.
- Connect DoPricer to your HubSpot portal and follow the prompts to reach DoPricer Settings.
Tip: If you ever need to reconnect DoPricer, you can do so at any time via the HubSpot Marketplace.
Step 2: Enable DoPricer for Your Companies
DoPricer is switched on for your HubSpot portal by default, but it is switched off for every individual Company until you enable it at the Company Property level.
→ How to enable and disable DoPricer
Step 3: Follow the Set-Up Guide
New to DoPricer? The Set-Up Guide walks you through everything from configuration to going live.
Step 4: Set Up Custom Price Lists
Custom Price Lists are fully supported by DoPricer — and all your data stays inside HubSpot. Our support team can help you import and apply your custom price lists.
To get started, contact us at support@hubdo.com.
More Help Articles
- How to turn DoPricer ON and OFF
- How to set a default discount per Company
- Multiple Price Lists — how DoPricer handles them
- How to create a Company view report to manage DoPricer discounts
- How to create a Line-item Report in HubSpot
Need help? Email us at support@hubdo.com