Socket simplifies your quoting process
Automate your sales quotes, accept payments online, track and manage leads.
Fully-automated quote calculation and generation
Socket’s automated quoting system does all the heavy lifting and allows you or your customers to create comprehensive, accurate,
and professional sales quotations in seconds.
Configurable products and services
Setting up user-selectable options for configurable products and services is simple and intuitive.
Products are easily priced based on options selected by the user creating the quote (e.g. plan, size, material, etc.).
Flexible pricing options
Socket’s flexible pricing options, such as Tiered Per Unit (i.e. quantity-based) or Percentage-based,
allow for pricing variability based on quantities ordered or dependent products or services.
Simple copy/paste website integration
Socket’s online quoting software can be integrated directly into your website for customer-facing, instant online quotes.
No coding knowledge is required. Simply copy/paste the small piece of auto-generated code into your web page.
Customer-facing, instant online quotes
Socket’s customer-facing, online quoting system lets your customers build their own quotes directly from your website.
You’ll receive a copy of each quote and be able to track and manage leads using Socket, or have them funnelled into your CRM.
Beautiful, professional PDF sales quotations
Your quotes are automatically branded to your company in an attractive and professional
PDF document and sent to customers via e-mail.
Customers can pay for quotes securely online
Socket’s secure online payment processing lets your customers easily pay online. Customers simply click a link
in their quote and are taken to a secure checkout page, where they can pay for their order online.
Collect, track, and manage valuable customer leads
Socket lets you easily track and manage leads by letting you assign them to salespeople,
flag them as followed up, or mark them as pending, PO received, ordered, fulfilled, or lost.