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

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

Feature Improvement: Streamlined Quote Acceptance

We’ve released an update that affects how Quotes are accepted and ordered to simplify the process for you and your customers. As part of this update, the Quote Template settings for Online Payments and Purchase Orders have been merged into one … Read More

Feature Improvement: Appended Content

Up until now the Appended Content was comprised of three Appended Sections. In our continued effort to streamline the quoting process, and offer further flexibility, we’ve released an update that sees those three sections merged into one. The new Appended … 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

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!

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!

Feature Improvement: Log In By Email

Usernames are often hard to remember, so we have made our log in process a bit easier by allowing email in place of a username. If you have access to more than one Socket account with the same email address, … Read More

Feature Improvement: Modify Quote Name on Quote Edit

In our ongoing effort to allow similar functionality when creating and editing a Quote, we now allow you to modify the Quote Name during Quote edit. We hope this helps you manage your deals better, and save even more time with … Read More

Feature Improvement: New Textarea Custom Field Added

We’ve added “Textarea” as an available Custom Field to offer further flexibility when using this recently launched functionality. Simply go to “Quotes” > “Custom Fields” > “+ New Custom Field” to select “Textarea” from the ‘Type’ dropdown menu as shown … Read More

Feature Improvement: Socket Export Data

The Development Team has released a small update to the Exports to include additional data when Exporting to CSV. Quote Export to CSV Tax Data now included Person Export to CSV Title now included Happy Quoting!

Feature Improvement: Email Tracking and Attachments

We added two new features recently, email tracking and email file attachments, but they didn’t work together. Specifically, if you used the email file attachments feature to attach additional documents to an email, and then used email tracking to see … Read More