Product Feature: Email File Attachments
Although the Quote Template Content allows up to three Email File Attachments that are sent alongside the Quote PDF, plus one attachment per Item, we heard from our Partners that...
Product Feature: Email File Attachments
Although the Quote Template Content allows up to three Email File Attachments that are sent alongside the Quote PDF, plus one attachment per Item, we heard from our Partners that...
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...
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...
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...
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...
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...
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...
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...
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...
Quoter now integrates with Kaseya BMS
We’re excited to announce that Quoter now integrates with Kaseya BMS. How Quoter integrates with Kaseya BMS The integration is seamless and simple: When creating quotes, you can pull products from Kaseya...
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...
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...
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...
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...
Showing 25 to 38 of 38 results
Don't miss our product updates, B2B growth tips and events.
We care about the protection of your data. Read our Privacy Policy.