Feature Improvement: Zapier Webhook Support Update

For those using our Zapier Webhook, we’re happy to announce that an update has been released so that Line Item Data includes both Item Option and Custom Field data. Simply select Data Line Items from the dropdown menu when setting up … Read More

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New Feature: Shipping Address on Quote Create

One of our most popular feature requests was to improve workflow around a Person’s shipping address. Previously, you could only work with this information during Person add or edit, or when a customer completed Quote checkout. In addition, you couldn’t … Read More

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New Feature: Salesforce Opportunity Lookup

We’ve heard from many of our Partners using Salesforce with Socket that the Opportunity exists in Salesforce prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Salesforce for existing opportunities … Read More

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Socket and GDPR

What’s changed at Socket to be compliant with the new General Data Protection Regulation (GDPR) that’s gone into effect? We’ve updated our Privacy Policy to add some GDPR related elements. Check it out here: https://www.socketapp.com/privacy. In summary, you can ask us … Read More

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Socket now integrates with Kaseya BMS

We’re excited to announce that Socket now integrates with Kaseya BMS. How Socket integrates with Kaseya BMS The integration is seamless and simple: When creating Socket Quotes, you can pull products from Kaseya BMS (their API currently has limitations with … Read More

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New Feature: Product Catalog

Some of you may have noticed that we’ve been a little quiet on our blog and across social media in recent months. Well, we’re very happy to make a BIG return with our biggest feature announcement to date… Product Catalog! … Read More

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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

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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

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Feature Improvement: New Integrations Page

Always looking to improve our user experience, we’ve made adding Integrations easier than ever before! Simply select the Integration you would like to add, follow the steps and save the Integration. Really it’s that easy! We hope this new and … Read More

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New Feature: Quote Web View

Quote PDFs have served Socket partners for years, providing an easy and familiar way to deliver quotes. But as industries evolve, our partner’s customers not only want to view their quote, they want to interact with it. Today we’re happy to announce a new feature called Web View. This is the first iteration in creating a fully interactive quoting document for sales teams. … Read More

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New Feature: Reporting

Today we’re happy to announce one of our most requested features is now available to Socket Partners on our Station plan and above. Our real-time reporting offers a sales Leaderboard and Items Report: Find out more about what’s included in each … Read More

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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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