FAQ: Does DoPricer update new line items on quotes, deals or both?

How DoPricer prices new line items on a Deal OR a Quote

There are 2 main ways that HubSpot + DoPricer Users can create deals and quotes with line items:

Method 1. DoPricer users who prefer to add line items to the Deal.

In this scenario, DoPricer will process each line item if there are discounts to be applied. Once those line items have been processed, you then generate a quote, and the line items will automatically carry through to the quote.

Adding Product line items via the Deal to a Quote:


Adding line items to a Deal in HubSpot

Note: The Quote amount matches the Deal Amount.


Create a quote from the Deal in HubSpot

In this scenario, Line items on a Deal are 'cloned' by HubSpot onto the Quote.

 

Method 2. The second method some users prefer is to just create and add line items directly to an empty Quote.

DoPricer Plus is needed to work the above scenario in reverse. When active via Settings, DoPricer Plus will add discounts directly to line items added to an empty Quote and will update these with discounts, where applicable. 

DoPricer Plus allows you to process each line item on Quotes exactly the same way it processes them on Deals.

So, how is the Deal updated if you only add line items to a Quote?

Adding line items directly to a Quote in HubSpot

Adding line items to the Quote won't update the Deal, until....

Adding line items to the quote won't update the Deal

You PUBLISH the Quote:

When you publish a Quote the line items are locked in. HubSpot clones the line items from the published Quote onto the Deal:

Publishing the Quote will update the Deal

At this point the Deal and the Quote match.

NOTE: In both cases, DoPricer will never process the same line item twice.

If, the Quote is re-opened and edited.

If you change the published quote in HubSpot

Republishing the revised Quote, DoPricer Plus will update the line items, apply any discounts, and update the Deal automatically.

Republishing the quote, DoPricer Plus updates the Deal

DoPricer Plus can be switched On or OFF via the Connected Apps Settings.

Within your HubSpot portal, go to your Settings > Integrations > Connected Apps > DoPricer

If you're using DoPricer Standard you'll need to upgrade your subscription to allow company discounts in Quotes. Log into your My Apps screen on the HubDo Marketplace: https://marketplace.hubdo.com/myapps 

> Click on View in Marketplace

Upgrade subscription in HubDo Marketplace