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

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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

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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

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Feature Improvement: QuickBooks Integration Updates

We have released an update to our QuickBooks Online Integration that provides improvements and fixes. We have highlighted the key feature improvements below: Person Search When creating quotes, you can now pull in contacts from QuickBooks Online utilizing our Person … Read More

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Socket now integrates with Pipedrive

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

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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

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Socket now integrates with HubSpot

We’re excited to announce that our quoting software now integrates with HubSpot. How Socket integrates with HubSpot The integration is seamless and simple: When a Quote or Person is created in Socket, the customer’s contact information is automatically pushed to your … Read More

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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

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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

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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

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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

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Feature Improvement: Updated Dashboard

In anticipation of our upcoming Reports functionality, we’ve made an update to your Socket Dashboard! The updated Dashboard features an improved date picker with more presets and custom range functionality to dial in a specific date range. We’ve also changed … Read More

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