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Transform Your HubSpot Quoting Process with DoPricer CPQ

Written by Helen Nicholls | 18-Jul-2024 09:00:00

Are you grappling with slow and error-prone quote generation in HubSpot? DoPricer is here to transform your quoting process into a seamless, time-saving, and highly accurate experience. By integrating DoPricer with your existing HubSpot CRM, you can automate repetitive tasks, ensure real-time updates, and ultimately boost your sales efficiency.

Automate Repetitive Tasks with Ease

Effortless Lookups

Manual calculations are a thing of the past with DoPricer’s pre-defined rules. Whether it’s setting up automatic discounts for high-volume customers or specific product categories, DoPricer handles it all within HubSpot. This automation ensures that totals are generated accurately every time, freeing your sales team from the tedium of manual entries.

Seamless Data Integration

Leverage the power of your HubSpot data with DoPricer. All your product information, pricing details, and customer data are readily available within the platform. This seamless integration eliminates the need for manual entry, reducing errors and streamlining the entire quoting process.

Real-time Updates

Price changes and product updates in HubSpot are instantly reflected in DoPricer. This real-time synchronisation means your sales reps always quote with the latest information, eliminating delays and ensuring that your customers receive accurate quotes promptly.

See all the Features and Benefits, screenshots of plugin integrated with HubSpot and more via our HubDo Marketplace:


Benefits of DoPricer CPQ Automation in HubSpot

Boost Sales Efficiency

Automating repetitive tasks with DoPricer frees up your sales reps' time, allowing them to focus on building relationships and closing deals. This increased efficiency can lead to higher sales and more satisfied customers.

Minimize Errors

By automating lookups and integrating data seamlessly, DoPricer CPQ minimises errors. This leads to accurate and reliable quotes, all generated within the familiar HubSpot environment. Say goodbye to costly mistakes and hello to precision.

Faster Quote Turnaround

With DoPricer, generating quotes is quick and easy. This speed allows your sales team to respond to leads faster and close deals more quickly, giving you a competitive edge in the market.

Improved Customer Experience

Accurate and timely quotes not only create a positive impression but also foster trust and enhance the buying experience. When customers receive precise quotes promptly, their confidence in your business grows, leading to better customer relationships.

Real-life Example: Software Subscriptions

Consider a sales team that sells software subscriptions with tiered pricing based on user count. Before using DoPricer, manually calculating discounts for different customer sizes was a time-consuming process prone to errors. However, after integrating DoPricer, their approach transformed dramatically:

  1. **Pre-defined Discounts**: The team set up pre-defined discounts in HubSpot for various user tiers within DoPricer. (How to setup Default Discounts)
  2. **Automatic Application**: When a sales rep selected a subscription plan and user count, the discount was automatically applied, generating an accurate quote instantly. (Create Quote with discounted line items)
  3. **Seamless Data Access**: Product details and customer data were readily available within HubSpot, eliminating the need for manual entry. (Company properties within HubSpot)
  4. **Real-time Pricing**: With real-time updates, sales reps were confident they were quoting with the latest pricing information.

This automation saved the team significant time, minimised errors, and allowed them to focus on closing deals faster.


Ready to Automate Your HubSpot Quoting Process?

If you’re ready to enhance your quoting process in HubSpot, sign up for a DoPricer CPQ free trial today. Discover how seamlessly it integrates with HubSpot to automate pricing and quotes, empowering your sales team for greater efficiency and success. Transform your HubSpot quoting process with DoPricer CPQ and watch your sales efficiency soar.

Additional Resources

- **Get started with a free trial to experience DoPricer CPQ firsthand.

- **Need other Currencies? Get the extra benefit of daily currency updates with FREE DoCurrencies from the HubSpot Marketplace.

- **Customised Quote Templates: Maximise your brand with a customised quote template from HubDo. Talk to us about your requirements - Book a chat with Pete using the button below or get a free quote.


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