New Feature: Quote Preview

In the aims of further streamlining Quote creation, we’ve introduced a “preview” step into the process. This will allow you to preview the Quote prior to creating it, ensuring all the details are correct. In light of this change, the … Read More

First 2016 Update!

Our first major update for 2016! You may have expected flying cars by now, but Socket updates will have to do… First, we decided to do away with the term “Quote Form” in favour of the self-explanatory term “Quote Template”, … Read More

New Integration: OnePage CRM

We’re pleased to announce that Socket now integrates with OnePage CRM. How Socket integrates with OnePage CRM The integration is seamless and simple: When a Quote or Person is created in Socket, the customer’s contact information will be automatically added … Read More

Feature Update: Setting Region Form Field to Mandatory or Optional

When customizing which fields were required on your Quote Forms, first name, last name, email, country, and region were all mandatory fields. After receiving feedback from our customers, we are pleased to announce that the region can now be set … Read More

Design Refresh

With the not-so-recent emergence of flat design, we decided to address the Socket admin area with a relatively quick refresh. Gone are the rounded corners, colour gradients and drop shadows, replaced with simple lines and flat colours. In addition, we … Read More

New Integration: PayPal Payments Pro

PayPal Payments Pro 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 PayPal Payments Pro. This rounds out our … Read More

New Feature: Item Price on Quote Create

During Quote generation, you can now see each Item’s pricing details. Further, you can also override the base unit price of an Item: These changes will only affect the current Quote, and any Item Options are still calculated extra where … Read More

Feature Update: Disable Invoice on Purchase

If you use a 3rd party invoicing system, you can now choose to disable the invoice from being attached to either the Order Confirmation (Online Purchases) or Purchase Order Confirmation (Purchase Orders) emails. Simply go to the “Online Purchases” or … Read More

New Feature: Override Quote Form Content

Another new feature released today! Socket now allows you to override Quote Content, including cover page, introductory section and appended section content, during both Quote create and edit. You can find this at the bottom of the Quote create/edit form: … Read More

New Integration: Stripe

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

New Content Editor

Many of our customers were having issues formatting content with our old Markdown text editor, so we have replaced it with CKEditor. You can now work in either WYSIWYG (what-you-see-is-what-you-get) mode, or modify the HTML directly: In addition, adding images … Read More

New Feature: Hide Quote PDF Pricing Columns

One of our top requested features over the last while has been to hide certain columns (usually SKU!) from the Quote PDF pricing table. This is now available, and allows you to control all columns with the exception of the … Read More