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

Feature Improvement: Cover Page Additions

Lately, while working with partners, we’ve noticed an increase in the number of requests for more robust cover page options. We had been recommending using the Introductory Section, but then the header and footer text would sometimes get in the … Read More

New Integration: Braintree

Braintree is the newest Payment Gateway supported by Socket! After receiving lots of feedback from our clients, we are happy to announce that we now allow you to accept payments with Braintree. This rounds out our existing payment gateway offerings … Read More

Feature Improvement: Send Order Notification Email to Quote Owner

After releasing our new Quote Owner functionality earlier this year, we’ve made a small improvement to our Email Notification feature to allow the Quote Owner to receive Order Notification emails in addition to the Order Notification Recipients defined under Settings > … Read More

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

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!

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

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!

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

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

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

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