Announcement: We’re Going to Kaseya Connect 2018!

Socket is excited to announce that we’ll be attending Kaseya Connect 2018 in Las Vegas, Nevada May 8th through May 10th at the Mandalay Bay Resort & Casino. We’ll be launching our newest Premium Integration with Kaseya BMS (plus “distributing” another … Read More

Feature Improvement: Mail Merge Fields and New Editor Look

Socket has had mail merge functionality for a while now, but admittedly, it wasn’t easy to use. Knowing which fields were available where, having to refer to the KB article to find the fields themselves. typing the dreaded # character, it … Read More

Feature Improvement: Introductory Section and Appended Content Additions

Up until now, if you wanted to align text in the Introductory Section or Appended Content, you were required to click on the source to edit the HTML. We wanted to simplify this process as we understand how time-consuming it … Read More

Feature Improvement: Agile CRM Update

We have released an update to our Agile CRM integration that will now give you the ability to map the Socket Quote Statuses to the appropriate Pipeline and Milestone in Agile. To set up the mapping, it is as easy … Read More

Feature Improvement: Disable Integration Push

We’ve heard from many of our Partners who want to utilize our Person Search feature, but don’t want data pushed from Socket to their third-party integration. We’re really excited to be releasing the functionality that will now allow you to disable pushing … Read More

Feature Improvements: Stripe Update

We have updated our Stripe integration to improve real-time validation, responsiveness, and an overall better checkout experience for your customers. As part of this update, the Payment Gateway Settings in Socket will now require adding the Publishable Key which can be … Read More

New Feature: Address Autocomplete

The same type-ahead search behaviour of the Google Maps search field is now available in Socket! With our newly released address autocomplete feature, simply start typing an address when creating a Quote and autocomplete will fill in the rest. See … Read More

New Feature: Currency Selector on Quote Create

By default, if you had more than one currency set up on your account, Quotes were automatically created in the correct currency based on the customer’s location and your Currencies configuration. With our new currency selector available on Quote create, it … Read More

Feature Improvement: Reseller Email Notifications

We’ve released an improvement to our Reseller functionality that will now allow your Resellers to be notified of publicly generated Quotes, Inquiries, and when a Quote has been ordered. When creating a Reseller or editing an existing Reseller, simply specify … Read More

Feature Improvement: Upfront/Recurring Table Order Option

In listening to the feedback from our Partners after releasing the ability to separate the upfront and recurring fees into their own tables, we’ve released an update that allows you to choose which table is displayed first. Simply navigate to … Read More

New Feature: Electronic Signatures

We’re happy to release a major improvement to Socket’s Quote Acceptance process – electronic signatures! This is a feature that is available on our Tower plan and above, and can be enabled on a Quote Template-by-Quote Template basis. This added … Read More

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