Smart templates streamline your sales quotes and proposals
Socket’s quoting software features smart, reusable Quote Templates. These templates help you easily standardize your quote and proposal content, product descriptions and configuration, and pricing.
The result is that your sales team can create comprehensive proposals with just a few clicks, minimizing data entry, improving accuracy, and saving time.
Socket’s Quote Templates can also be integrated directly with your website for a customer-facing, instant online quoting system or lead generator.
Simple and intuitive setup
Socket’s simple and easy-to-use interface makes building out your proposal templates a breeze. You can create and send your first quote in a matter of minutes, adding additional customized templates as you go. Once you have refined your templates, quotes can be created in seconds with just a few clicks.
Flexible pricing configuration
Socket features flexible pricing configuration options giving you tremendous flexibility in automating the pricing of your products and services.
Customizable proposal content
Socket’s Quote Templates can be customized with your own proposal content, such as a cover page and introductory content, product and marketing material, terms, order instructions, and more.
Attach your own documents
Socket even lets you attach additional content to your quotes and proposals, such as brochures, contracts, or other documents. These attachments are automatically included with your proposal.