Socket simplifies the sales quoting process
Minimize data entry with smart, reusable templates
Socket allows you to standardize your product, pricing, and quotation information with smart, reusable templates. Socket then does all the heavy lifting for you, allowing your sales team to create comprehensive, accurate sales quotations in seconds.
Automate pricing with configurable products and services
Create configurable products and services to automate pricing calculation based on the customer’s needs at the time of quote creation.
Socket makes it easy to create user-selectable options, such as size, model, plan, material, or any other variable that would affect the configuration and pricing of a product or service.
Our flexible pricing system can easily accommodate complex pricing requirements, including volume discounts or percentage-based fees.
Create and email beautiful, professional sales proposals
Sales quotes are branded to your company in an elegant and professional proposal which is sent to the customer via e-mail.
Email delivery and opening can be tracked by you so you can be sure that your proposal is received by your customer.
Close deals faster with electronic quote acceptance and signatures
Once a customer is ready to order, they can accept and sign the quote electronically without any manual intervention on your part.
Socket’s online payment processing also allows you to accept secure online payments by credit card.
You can choose whether to require payment in full, or for larger orders, a deposit payment.
Organize and track your quotes in one place
Never lose track of a quote or lead again. Management will love Socket’s powerful searching, filtering, and reporting features.
Improve consistency across your sales team
Standardized quote templates will help your sales team become more consistent, professional, and efficient.
Save valuable time on your sales quoting process
Save up to 90% of time spent on sales quotes and proposals with Socket’s smart quote template system.
Retain control of your sales team with reporting and analytics
Monitor quotes, cost and margins, and performance by salesperson to ensure consistency and maximize profit.
Ready to get started?
Request a Demo to get started