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

INDEX

About DoPricer CPQ

1. Connect DoPricer CPQ to your HubSpot
2. Install, Re-install or Uninstall DoPricer CPQ on HubSpot
3. Check DoPricer on/off in DoPricer Settings
4. How to Setup Company View for managing DoPricer Discounts
5. How to set a default discount per company
6. Setting up Custom Price Lists

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About DoPricer CPQ

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

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

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Connect DoPricer CPQ to your HubSpot:

Follow these easy steps to connect the App to your chosen HubSpot account. The button below will open the DoPricer App on the HubSpot Marketplace (in new window) so these instructions will stay put!

First: Create your DoPricer free trial subscription:

1. Install DoPricer from HubSpot Marketplace or use this link.

If you have access to several HubSpot portals, select the one where you want to install DoPricer. Then press the button Choose Account

Click > Connect app

After you click Connect app, HubSpot takes you straight to the DoPricer settings screen.

Install, Reinstall or Uninstall DoPricer CPQ on HubSpot

1. Install or re-install DoPricer via this link
2. Uninstall DoPricer in your HubSpot Settings > Integrations > Connected Apps
   1. On the DoPricer app, Click Actions > Uninstall
   2. Note: Uninstalling doesn't remove DoPricer's HubSpot properties or their values.

Check DoPricer on/off in DoPricer Settings

Check DoPricer on/off. Make sure that it is ON

Apply pricing to quotes: turn it on in DoPricer Settings if your reps add line items in Quotes. It's off when you install.

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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 -screenshot below:

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

8. DoPricer Enabled

9. Discount by Product Items
10. Discount Default
11. DoPricer Pricelist
    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 (10%)
      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. DoPricer on/off is On in DoPricer Settings
   2. The company property DoPricer Enabled = On
   3. The company has no Discount by Product Items entry for the line item's SKU, as that takes precedence over all other discounts.
   4. The company has no category discount (e.g. Pumps Disc%) for the product's category, as that takes precedence before Default Discount.
   5. The product's DoPricer Discount Always Empty property is not set to Yes.

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