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

New Feature: HubSpot Deal Lookup

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

New Feature: Pipedrive Deal Lookup

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

New Feature: Shipping Address on Quote Create

One of our most popular feature requests was to improve workflow around a Person’s shipping address. Previously, you could only work with this information during Person add or edit, or when a customer completed Quote checkout. In addition, you couldn’t … 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

Socket now integrates with Kaseya BMS

We’re excited to announce that Socket now integrates with Kaseya BMS. How Socket integrates with Kaseya BMS The integration is seamless and simple: When creating Socket Quotes, you can pull products from Kaseya BMS (their API currently has limitations with … Read More

New Feature: Product Catalog

Some of you may have noticed that we’ve been a little quiet on our blog and across social media in recent months. Well, we’re very happy to make a BIG return with our biggest feature announcement to date… Product Catalog! … Read More

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

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

New Feature: Reporting

Today we’re happy to announce one of our most requested features is now available to Socket Partners on our Station plan and above. Our real-time reporting offers a sales Leaderboard and Items Report: Find out more about what’s included in each … Read More