New Feature: Timezone Support

When we launched Socket many years back, we had no idea it would be such an international hit. So, up until now, there was no way to display dates and times in your local timezone, which was especially painful for … Read More

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Feature Improvement: Search Items By Description

Whenever you are searching for a particular Item, you can now search by description: This was available before by searching by “all fields”, but it was popular enough that we added an explicit search option for it. Happy quoting!

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New Feature: User Signatures

Other than Socket, nothing helps the quoting and selling process more than a personalized touch. To help you achieve this, we now allow you to set your email signature, which can be used for customer emails throughout Socket. Here’s a … Read More

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Feature Improvement: Quote PDF Preview when Emailing

When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF: This way, you can always be sure your customer is getting the right Quote!

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Feature Improvement: Log In By Email

Usernames are often hard to remember, so we have made our log in process a bit easier by allowing email in place of a username. If you have access to more than one Socket account with the same email address, … Read More

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Feature Improvement: Modify Quote Name on Quote Edit

In our ongoing effort to allow similar functionality when creating and editing a Quote, we now allow you to modify the Quote Name during Quote edit. We hope this helps you manage your deals better, and save even more time with … Read More

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New Feature: Assign Quote Owner

With future functionality in mind, we’ve rolled out new Quote owner functionality. Previously, you could simply assign a Socket User to a Socket Person, which would allow that User to see all Quotes generated by that Person. In many sales … Read More

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Feature Improvement: New Textarea Custom Field Added

We’ve added “Textarea” as an available Custom Field to offer further flexibility when using this recently launched functionality. Simply go to “Quotes” > “Custom Fields” > “+ New Custom Field” to select “Textarea” from the ‘Type’ dropdown menu as shown … Read More

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New Feature: Editable Quote Number

One of the most requested features from our Partners has been the ability to edit Quote Numbers on a Quote-by-Quote basis. We’re extremely excited to announce the Editable Quote Number functionality that will allow you to edit the Quote Number … Read More

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Feature Improvement: Socket Export Data

The Development Team has released a small update to the Exports to include additional data when Exporting to CSV. Quote Export to CSV Tax Data now included Person Export to CSV Title now included Happy Quoting!

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Feature Improvement: Email Tracking and Attachments

We added two new features recently, email tracking and email file attachments, but they didn’t work together. Specifically, if you used the email file attachments feature to attach additional documents to an email, and then used email tracking to see … Read More

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Feature Improvement: Resellers and Margins

Back in June, we launched cost and margin support, one of our most exciting features. Today, we’ve added to this feature, enabling the option for Reseller Users to see margins. This can be done by simply checking the “See Margins?” box … Read More

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