Set-Up Guide: How to install DoPricer CPQ on HubSpot

Your step-by-step guide to starting your DoPricer free trial subscription and installing DoPricer in your HubSpot Portal

INDEX

About DoPricer CPQ
1. Create a HubDo Marketplace Account & Subscription
2. Connect DoPricer CPQ to your HubSpot
3. Install,  Re-install or Uninstall DoPricer CPQ on HubSpot
4. Test your Master Switch in your App Settings
5. How to Setup Company View for managing DoPricer Discounts
6. How to set a default discount per company

About DoPricer CPQ

DoPricer CPQ enables users to easily manage Customer Discounts & Price Lists without leaving HubSpot

• DoPricer CPQ automates customer pricing in HubSpot, applying each customer's agreed discounts and prices instantly, saving time and avoiding overcharging.
• DoPricer CPQ can be added to any HubSpot edition but is best suited for Professional and Enterprise Editions due to the Product Library available in each.
• DoPricer CPQ discounts and price lists work well with HubSpot Quotes and 3rd party integrations including PandaDoc, for sending accurate quotes fast.

Create your subscription and connect DoPricer CPQ to your HubSpot:

Follow these easy steps to create your DoPricer free trial subscription and connect the app to your chosen HubSpot account. The button below will open the DoPricer App on the HubDo Marketplace in a new browser window so these instructions will stay put!

First: Create your DoPricer free trial subscription in HubDo Marketplace:

 1. Go to the DoPricer product page on  HubDo Marketplace

 

2. On HubDo Marketplace, search for DoPricer if needed, and click Start a Free Trial

3.  Log in to HubDo Marketplace or Sign Up to Create a new account

4. Your Free Trial request takes you directly to the shopping cart to Check Out

DoPricer "Standard" edition is the default free trial. Click Change if you require the Plus edition which also requires onboarding help with HubDo. 

5. You also must add your HubSpot Portal ID as additional information.

Next to the yellow "HubDo requires additional information" press Edit

Enter your HubSpot Portal ID and press Save details

Ignore any 'optional' message. Your HubSpot portal ID is required to activate DoPricer.

5. Click NEXT and Complete Purchase to create your Free Trial subscription.

You will see a "Thanks for your purchase" screen

Click on View My Products or the 9-dots icon in the top menu bar,
to see the DoPricer App in your MyApps screen

Initially, the Icon appears in faded grey, whilst the “account is being created”

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 6. Click on the solid DoPricer CPQ app icon to Connect DoPricer to your HubSpot Portal

 

If presented with several HubSpot portals, select the correct one to match the Portal ID you entered earlier. Then press the button Choose Account

 

Click > Connect app

Now, you will automatically return to our support documents for the configuration of DoPricer in the HubSpot account.

 

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If you prefer to purchase via your HubDo Marketplace account 

Click > Log In

 

Use your Account to manage DoPricer or search for DoPricer and follow the steps from:
Go straight to DoPricer

 

and follow the steps above.

1. Scroll down and Select Standard or Plus edition 14-day free trial
2. Within the order form, you'll see a section to Enter the HubSpot Portal ID in the yellow “additional information” section
3. Your Portal ID is displayed in your HubSpot top-right corner menu
4. Enter, for example #1234567 
5. NOTE: You must be a HubSpot Super Admin in your portal to install an app
6. Click Save details > Next
7. If you have a discount voucher, apply it here
8. Complete the purchase.
9. To check the connection, See all my apps via the Mosaic menu option
   
   
   1. Initially, the Icon appears in faded grey, whilst the “account is being created”
   2. Refresh the screen to see the solid app icon appear.
      
      

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Install,  Re-install or Uninstall DoPricer CPQ on HubSpot

In your “MyApps” screen on the HubDo Marketplace, click the App Icon to Connect DoPricer on HubSpot

 

From here you can Update your Subscription and Manage all aspects of your DoPricer Subscription:

Click > Manage - see dropdown options

Return to your “MyApps” screen and click the App icon to take you directly to your HubSpot Connected Apps

 

Test your Master Switch in your App Settings

Toggle the DoPricer Master Switch. Make sure that it is ON

 

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How to Setup Company View for managing DoPricer CPQ Discounts

 

Make it easy to manage all your Company Discounts in a single HubSpot view, much like a spreadsheet. 

1. From your HubSpot top menu, view Contacts > Companies
2. Add a new tab by clicking + Add View > Create a new view
3. Name your view. For example DoPricer
   
   
4. Choose Private, Team (if you are a member) or Everyone

5.   On the far right-hand side, click Edit Columns.

 

6.   On the right side, remove all selected columns, leaving only the Company name  

 

7.   On the left-side panel, scroll down to the DoPricer section and add the following in this recommended order:

1. DoPricer Enabled
2. Discount by Product Items
3. Discount Default
   1. Click Apply
   2. Click Save View

8.   Adjust column widths or add more columns to suit your preferences

9.   Use this view to easily edit and enter your company discounts per company here - similar to editing a spreadsheet.

 

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How to set a default discount per company

The DoPricer CPQ default discount is set in the Discount Default property per company and applies to new line items on the deals for that company.

 

1. Enter a number in the Discount Default property, which is found in the DoPricer group of properties for each Hubspot company.
   1. The number you enter represents a percentage discount applied to the price on each new line item on a deal.
      1. For example 10, represents a 10 percent discount 
      2. The only company discounts applied by DoPricer, are those stored on the Primary company associated with the deal.
2. There are several easy ways to set the Discount Default company property
   1. View properties on a single company, set the Discount Default property, and save
   2. From Company List View with the Discount Default column visible, directly set an amount in the property cell for a single company, and save.
   3. From Company List View:
      1. select one or more companies
      2. Click edit
      3. Choose Discount Default
      4. Enter a value, for example, 10 (for a 10% discount)
      5. Click Update
   4. Use a HubSpot Company Workflow to set the Default Discount property, based on the trigger and rules use 'add to the workflow'.
3. Once a value is set on a Discount Default company property, DoPricer will apply the discount to a line item under the following conditions:
   1. The App Settings DoPricer Master Switch is On
   2. The company property DoPricer Enabled = On
   3. The company has no Line Item Discount which matches the line item SKU, as that takes precedence over all other discounts.
   4. The company has no Category Discount (DoPricer Plus edition) which applies to the line item product category, as that takes precedence before Default Discount.

 

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Congratulations! You're ready to start using DoPricer for all Deals and Quotes.