Quoter Update: Navigation Changes
Previously, when needing to manage your Items and Templates (formerly Quote Templates), you needed to first navigate to the Quotes tab before you could make the appropriate selection from the...
Quoter Update: Navigation Changes
Previously, when needing to manage your Items and Templates (formerly Quote Templates), you needed to first navigate to the Quotes tab before you could make the appropriate selection from the...
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...
Feature Improvement: Zapier Webhook Support Update
For those using our Zapier Webhook, we're happy to announce that an update has been released so that Line Item Data includes both Item Option and Custom Field data. Simply select...
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...
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