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: 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

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

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 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

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

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

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

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: 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