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
Monthly Archives: January 2017
Feature Improvement: Search Items By Description
Whenever you are searching for a particular Item, you can now search by description: This was available before by searching by “all fields”, but it was popular enough that we added an explicit search option for it. Happy quoting!
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
Feature Improvement: Quote PDF Preview when Emailing
When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF: This way, you can always be sure your customer is getting the right Quote!
Feature Improvement: Log In By Email
Usernames are often hard to remember, so we have made our log in process a bit easier by allowing email in place of a username. If you have access to more than one Socket account with the same email address, … Read More
Feature Improvement: Modify Quote Name on Quote Edit
In our ongoing effort to allow similar functionality when creating and editing a Quote, we now allow you to modify the Quote Name during Quote edit. We hope this helps you manage your deals better, and save even more time with … 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