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

Feature Improvement: Socket Export Data

The Development Team has released a small update to the Exports to include additional data when Exporting to CSV. Quote Export to CSV Tax Data now included Person Export to CSV Title now included Happy Quoting!