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

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

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

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

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

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

Feature Improvement: Streamlined Quote Acceptance

We’ve released an update that affects how Quotes are accepted and ordered to simplify the process for you and your customers. As part of this update, the Quote Template settings for Online Payments and Purchase Orders have been merged into one … Read More

Feature Improvement: Appended Content

Up until now the Appended Content was comprised of three Appended Sections. In our continued effort to streamline the quoting process, and offer further flexibility, we’ve released an update that sees those three sections merged into one. The new Appended … 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: 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

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

New Feature: Customize Your Items When Creating Quotes

In many quoting scenarios, the products and services you offer to your customers change slightly. Previously, we allowed modifications to an Item’s price during the Quote creation process, and offered more robust editing capabilities during Quote edit. Today, we’ve completely … Read More