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

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: 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

Feature Improvement: New PDF Generator

Here at Socket we take saving time seriously. From quote generation to quote acceptance, each action in your workflow can save precious seconds for you and your customers. Today we’re happy to announce the release of a new PDF generator. … Read More

New Feature: Per Reseller Payment Gateways

One of our focuses this quarter was to improve our Reseller functionality, as it’s very popular amongst MSPs. In this vein, we’re proud to release a new feature that allows our partners to have per Reseller Payment Gateways. This will … 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 now integrates with ConnectWise

We’re excited to announce that our quoting software now integrates with ConnectWise. It is a Premium Integration available on our Station plan and above. How Socket integrates with ConnectWise The integration is seamless and simple: When a Quote or Person is created … Read More

Socket now integrates with Autotask

We’re excited to announce that our quoting software now integrates with Autotask. It will be available as a Premium Integration available on our Station plan and above. How Socket integrates with Autotask The integration is seamless and simple: When a Quote … Read More