How do I disable or uninstall DoPricer CPQ in my HubSpot account? Will this affect my data?

If you prefer not to use DoPricer CPQ you can temporarily switch it off or uninstall the app in your HubSpot settings.

1. How to temporarily Switch Off / Disable DoPricer CPQ

2. How to uninstall DoPricer CPQ

3. How will uninstalling DoPricer CPQ affect my data

 

1. How to temporarily disable DoPricer CPQ

To disable DoPricer to temporarily stop processing all line items portal-wide, log into your HubSpot account and go to Settings:

View of the settings icon in HubSpot account

1. From your General profile page, click on Integrations in the left-side menu:

Click on Integrations in your HubSpot account

 

2. Next, click Connected Apps on the drop-down Integrations menu

Click on Connected Apps

 

3. Click DoPricer CPQ:

Select DoPricer CPQ

 

4. Click the DoPricer Master Switch to toggle it to the OFF position:

Set Master Switch in DoPricer CPQ to OFF

Note: You must have an active free or paid DoPricer subscription for your portal number, to toggle the DoPricer Master Switch ON.

For help, contact HubDo on the chat button or email support@hubdo.com

2. To uninstall the DoPricer app completely:

Follow the steps above to reach item #3.

Click the Actions button and select Uninstall

Once you've selected DoPricer CPQ in your Connected Apps screen.

Click on the Actions drop-down arrow option and click Uninstall

Uninstall DoPricer CPQ from your HubSpot account

 

3. Will Uninstalling DoPricer CPQ affect my data?

Uninstalling DoPricer will not affect your existing HubSpot data.

This section explains the additional data properties created by DoPricer and the implications of deleting them if no longer required.

  • When first installed, DoPricer creates several properties in DoPricer groups on Company and Product objects in your HubSpot portal.
  • Depending on your configuration, your portal may contain additional properties for handling per-category discounts and/or custom price lists. HubDo creates these additional properties for you during your setup or on request but HubDo Support.
  • In any case, all these properties are generally used by DoPricer to set the right prices and discounts on Line Items. So after you uninstall DoPricer, you may archive and delete the DoPricer properties unless you want to preserve the price or discount information on Companies and Products. 

NOTE: Deleting DoPricer properties on Companies and Products will not impact prices or discounts on any existing HubSpot Line Item prices, or any existing HubSpot Deals and Quotes.

  • DoPricer Company properties include:
    • DoPricer Enabled On/Off (for each company)
    • DoPricer Default Discount and per-item discounts (for each company)
    • and other discounts or custom price lists assigned to each company
  • Product properties include:
    • DoPricer Discount Always Empty (for each product that is never to be discounted)
    • plus other properties such as Custom Price Lists to suit your configuration
      Note: Product Properties also appear on HubSpot Line Items

The DoPricer Discount Message and DoPricer Price Message properties are used for recording on each Line Item, the price and/or discounts decisions made by DoPricer. Do not archive or delete these two properties if you wish to retain these decisions of record on existing line items

For more information, contact HubDo via the chat button or email support@hubdo.com