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: 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

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

New Feature: Item Images

Currently, you can embed any image into an Item’s description in Socket, provided it’s hosted online. However, hosting the file online, and managing the sizing to ensure consistency can sometimes be a laborious task. Our new Item Images feature offers an alternative … Read More

New Feature: Edit Existing Taxes on Quote Edit

Up until now, if Taxes weren’t added on Quote Create, or needed to be modified, you’d ultimately need to generate a new Quote with the appropriate tax. We understand that this is time that could be better spent selling! With that in … Read More

New Feature: Separate Upfront/Recurring Table

We’ve released a new feature that will, on a Quote Template-by-Quote Template basis, allow you to separate the upfront and recurring costs into their own tables when viewing a Quote: This new feature provides absolute clarity for your customer to … Read More

New Feature: Timezone Support

When we launched Socket many years back, we had no idea it would be such an international hit. So, up until now, there was no way to display dates and times in your local timezone, which was especially painful for … Read More

New Feature: User Signatures

Other than Socket, nothing helps the quoting and selling process more than a personalized touch. To help you achieve this, we now allow you to set your email signature, which can be used for customer emails throughout Socket. Here’s a … Read More

New Feature: Assign Quote Owner

With future functionality in mind, we’ve rolled out new Quote owner functionality. Previously, you could simply assign a Socket User to a Socket Person, which would allow that User to see all Quotes generated by that Person. In many sales … Read More