New Feature: Per Reseller Connectors

As promised, per Reseller Connectors are now available! This will allow our partner’s Resellers to integrate with their own third-party systems and track their sales process in a more familiar way. As mentioned in the previous Reseller improvements post, we added … Read More

New Feature: Per Reseller Payment Gateways

One of our focuses this quarter was to improve our Reseller functionality, as it’s very popular amongst MSPs. In this vein, we’re proud to release a new feature that allows our partners to have per Reseller Payment Gateways. This will … Read More

Feature Improvement: Cover Page Additions

Lately, while working with partners, we’ve noticed an increase in the number of requests for more robust cover page options. We had been recommending using the Introductory Section, but then the header and footer text would sometimes get in the … 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

Feature Improvement: Search Items By Description

Whenever you are searching for a particular Item, you can now search by description: This was available before by searching by “all fields”, but it was popular enough that we added an explicit search option for it. Happy quoting!

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

Feature Improvement: Quote PDF Preview when Emailing

When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF: This way, you can always be sure your customer is getting the right Quote!

Feature Improvement: Log In By Email

Usernames are often hard to remember, so we have made our log in process a bit easier by allowing email in place of a username. If you have access to more than one Socket account with the same email address, … Read More

Feature Improvement: Modify Quote Name on Quote Edit

In our ongoing effort to allow similar functionality when creating and editing a Quote, we now allow you to modify the Quote Name during Quote edit. We hope this helps you manage your deals better, and save even more time with … 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

Feature Improvement: Email Tracking and Attachments

We added two new features recently, email tracking and email file attachments, but they didn’t work together. Specifically, if you used the email file attachments feature to attach additional documents to an email, and then used email tracking to see … Read More

Feature Improvement: Resellers and Margins

Back in June, we launched cost and margin support, one of our most exciting features. Today, we’ve added to this feature, enabling the option for Reseller Users to see margins. This can be done by simply checking the “See Margins?” box … Read More