Socket Pro Tips: Mail Merge Fields

Whether it’s having the Customer’s first and last name automatically populated within your Quote Template Content using ##CustomerFirstName## and ##CustomerLastName## or updating your Terms and Conditions with the Quote Number (##QuoteNumber##) and Quote Amounts (##QuoteUpfrontTotal## and ##QuoteRecurringTotal##), our Mail Merge … Read More

Socket Pro Tips: Edit Existing Taxes on Quote Edit

We recently launched a new feature that allows you to edit existing Taxes on Quote Edit. There are, however, scenarios where you may not know what taxes are to applied to the Quote at the time of Quote generation. By … Read More

Socket Pro Tips: Editable Items

In many quoting scenarios, the products and services you offer to your customers change slightly. Our Editable Items feature makes it easy to support these scenarios by giving you the ability to make changes on the fly on a Quote-by-Quote basis. … 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

Socket Pro Tips: Cover Page Content

We wanted to take a closer look at how to utilize the new Content editor to create a more robust Cover Page after the functionality was launched last week. In this example we used the editor to embed an image and used … Read More