Feature Improvement: Custom Fields on Checkout

Over the last while, one of our most requested features was to allow customers, during the Quote acceptance and checkout process, the ability to provide our partners with additional information, like a PO number or installation date. We have just … Read More

Socket Update: Navigation Changes

Previously, when needing to manage your Items and Templates (formerly Quote Templates), you needed to first navigate to the Quotes tab before you could make the appropriate selection from the sub-navigation menu. These extra mouse-clicks equated to spending too much … Read More

New Feature: Autotask Opportunity Lookup

We’ve heard from many of our Partners using Autotask with Socket that the Opportunity exists in Autotask prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Autotask for existing opportunities associated … Read More

New Feature: ConnectWise Opportunity Lookup

We’ve heard from many of our Partners using ConnectWise with Socket that the Opportunity exists in ConnectWise prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search ConnectWise for existing opportunities associated … Read More

Integration Update: Post Quotes as one Revision to ConnectWise

Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in ConnectWise, should you only be working with the latest revision. … Read More

Feature Improvement: Zapier Webhook Support Update

For those using our Zapier Webhook, we’re happy to announce that an update has been released so that Line Item Data includes both Item Option and Custom Field data. Simply select Data Line Items from the dropdown menu when setting up … Read More

New Feature: Salesforce Opportunity Lookup

We’ve heard from many of our Partners using Salesforce with Socket that the Opportunity exists in Salesforce prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Salesforce for existing opportunities … 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

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 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

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