New Feature: Auto CC/BCC

We have heard our clients’ requests again, and another highly sought after feature has arrived! Socket is and always has been about saving people time during the sales process. If you’ve ever needed to send yourself, or other members of … Read More

New Feature: Restrict Item and Quote Template Discounts

In the aims of having more control over User activity, we’ve released a feature that allows you to restrict Item and Quote Template discounting for Sales Managers and Salespeople. You can find the setting in the Item or Quote Template … Read More

New Feature: Hide Quote Totals

We had a few requests for hiding the Quote totals section, which includes the subtotal, taxes, shipping and total values, as shown here: This is now available – simply add or edit a Quote Template, click on the Settings tab, scroll … Read More