Socket Pro Tips: Email Tracking

Our Email Tracking functionality will allow you to keep track of communication with customers, and know the right time to follow up for all Quotes sent from within Socket: The different colours on the email icon will represent an email … Read More

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Socket Pro Tips: Separate Upfront/Recurring Table

The ability to separate the Upfront/Recurring tables will provide absolute clarity for your customer to know what they’re responsible to pay upfront, and what they’ll be responsible to pay on a monthly, quarterly, semi-annual or annual basis depending upon the recurring … Read More

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Socket Pro Tips: Search CRM for People

Our Search CRM for People feature is available with the following supported Connectors: Salesforce, Highrise, Zoho, Infusionsoft, Base CRM, and Nutshell CRM. By default, as you enter a customer’s contact information in Socket, it searches the People records to find … Read More

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Quickbooks Integration

Socket now integrates with QuickBooks Online

We’re excited to announce that Socket now integrates with QuickBooks Online. This was one of the most-requested integrations we’ve had to date, so we’re really happy to get this into our customers’ hands after a successful beta trial. How Socket integrates … Read More

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Socket Pro Tips: Mail Merge Fields

Whether it’s having the Customer’s first and last name automatically populated within your Quote Template Content using ##CustomerFirstName## and ##CustomerLastName## or updating your Terms and Conditions with the Quote Number (##QuoteNumber##) and Quote Amounts (##QuoteUpfrontTotal## and ##QuoteRecurringTotal##), our Mail Merge … Read More

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Socket Pro Tips: Edit Existing Taxes on Quote Edit

We recently launched a new feature that allows you to edit existing Taxes on Quote Edit. There are, however, scenarios where you may not know what taxes are to applied to the Quote at the time of Quote generation. By … Read More

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Socket Pro Tips: Editable Items

In many quoting scenarios, the products and services you offer to your customers change slightly. Our Editable Items feature makes it easy to support these scenarios by giving you the ability to make changes on the fly on a Quote-by-Quote basis. … Read More

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New Feature: Item Images

Currently, you can embed any image into an Item’s description in Socket, provided it’s hosted online. However, hosting the file online, and managing the sizing to ensure consistency can sometimes be a laborious task. Our new Item Images feature offers an alternative … Read More

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Socket Pro Tips: Cover Page Content

We wanted to take a closer look at how to utilize the new Content editor to create a more robust Cover Page after the functionality was launched last week. In this example we used the editor to embed an image and used … Read More

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New Feature: Edit Existing Taxes on Quote Edit

Up until now, if Taxes weren’t added on Quote Create, or needed to be modified, you’d ultimately need to generate a new Quote with the appropriate tax. We understand that this is time that could be better spent selling! With that in … Read More

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Integration Update: Post Quotes as one Revision to Zoho

Previously, when a Quote Revision was generated in Socket it would in turn create a new Deal/Quote (depending on your settings) in Zoho. This resulted in needing to manually delete the old Deals/Quotes in Zoho, should you only be working … Read More

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New Feature: Separate Upfront/Recurring Table

We’ve released a new feature that will, on a Quote Template-by-Quote Template basis, allow you to separate the upfront and recurring costs into their own tables when viewing a Quote: This new feature provides absolute clarity for your customer to … Read More

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