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

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

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

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

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

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

New Feature: PDF Page Size and Orientation

You can now control the PDF page size and orientation. The following page size options are available: Letter Legal Folio A4 A3 B4 B3 C4 C3 You can also specify whether you want the page displayed in portrait or landscape … Read More

New Feature: Email File Attachments

Although the Quote Template Content allows up to three Email File Attachments that are sent alongside the Quote PDF, plus one attachment per Item, we heard from our Partners that having the ability to add Email File Attachments on a … Read More

New Feature: Email Tracking

We are very excited to finally announce the wide release of our newest feature – email tracking! Gone are the days of wondering if your customers are receiving the Quotes you send through Socket! Assuming you’re on our Generator plan … Read More