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

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

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

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

Quickbooks Integration

Socket now integrates with QuickBooks Online

We’re excited to announce that our quoting software now integrates with QuickBooks Online. This was one of the most-requested integrations we’ve had to date, so we’re really happy to get this into our customers’ hands after a successful beta trial. How … 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 Integration: Braintree

Braintree is the newest Payment Gateway supported by Socket! After receiving lots of feedback from our clients, we are happy to announce that we now allow you to accept payments with Braintree. This rounds out our existing payment gateway offerings … Read More

Feature Improvement: Send Order Notification Email to Quote Owner

After releasing our new Quote Owner functionality earlier this year, we’ve made a small improvement to our Email Notification feature to allow the Quote Owner to receive Order Notification emails in addition to the Order Notification Recipients defined under Settings > … 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!