Socket Pro Tips: Form Fields

The ability to manage which customer information is required when generating a Quote can be managed under Settings > Form Fields as per the screenshot below: In the above example, only the defaulted Mandatory fields (First Name, Last Name, Email, and … Read More

Socket Pro Tips: Quote Columns

The ability to show or hide the Quote Columns displayed on the Quote PDF can be managed under Settings > Quote Columns as per the screenshot below: In the above example, both the Item Type and SKU columns have been hidden which will be … Read More

Socket now integrates with Agile CRM

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

Socket Pro Tips: Labels & Messages

Quickly customize all of the customer-facing text using our Localization functionality found under Settings > Labels & Messages by editing the labels and text visible throughout the customer-facing areas of Socket such as Quote Templates, Quotes, Checkout, and Emails. Depending upon … Read More