New Feature: Per Reseller Connectors

As promised, per Reseller Connectors are now available! This will allow our partner’s Resellers to integrate with their own third-party systems and track their sales process in a more familiar way. As...

New Feature: Per Reseller Payment Gateways

One of our focuses this quarter was to improve our Reseller functionality, as it's very popular amongst MSPs. In this vein, we're proud to release a new feature that allows...

Feature Improvement: Cover Page Additions

Lately, while working with partners, we've noticed an increase in the number of requests for more robust cover page options. We had been recommending using the Introductory Section, but then...

New Feature: Timezone Support

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...

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...

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...

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...

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...

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...

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...

Feature Improvement: Email Tracking and Attachments

We added two new features recently, email tracking and email file attachments, but they didn't work together. Specifically, if you used the email file attachments feature to attach additional documents...

Feature Improvement: Resellers and Margins

Back in June, we launched cost and margin support, one of our most exciting features. Today, we've added to this feature, enabling the option for Reseller Users to see margins. This...

New Feature: Customize Your Items When Creating Quotes

In many quoting scenarios, the products and services you offer to your customers change slightly. Previously, we allowed modifications to an Item's price during the Quote creation process, and offered...

New Feature: PDF Page Size and Orientation

You can now control the PDF page size and orientation. The following page size options are available: Letter Legal Folio A4 A3 B4 B3 C4 C3 You can also specify whether...

New Feature: Email Tracking

We are very excited to finally announce the wide release of our newest feature – email tracking! Gone are the days of wondering if your customers are receiving the Quotes...

Socket Rebrand and Navigation Changes

With the launch of our new website and brand, we’ve gone ahead and applied a few cosmetic changes to the app to match, including a fresh colour scheme and our...

New Feature: Custom Fields

Another new feature we are really excited about delivering to you - Custom Fields! When creating a Quote for a customer, or when a customer is creating a Quote for...

New Feature: Expanded CRM People Search

Short but sweet: when creating a Quote, you can now search both Salesforce, Infusionsoft, Nutshell and Base for People. If you missed the detailed post on this feature, check it...

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...

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...

New Feature: Reseller Item/Quote Template Access Control

We've had our Resellers feature for awhile now, which allows you to set up sub-accounts with separate company information and logo so your Resellers can have access to your Socket...

New Feature: Search CRMs for People

Entering contact information in two different places is a pain, and a pain we hear about often, so it was about time we fixed it. As many of you know,...

New Feature: Cost and Margins!

Our top requested feature is finally here – the ability to associate costs with your Items, and see their margins on your Quotes.

New Feature: Override Quote Template Name

Today we've added a small feature that we've had many requests for – the ability to override the Quote Template's name when creating a Quote. This is now available, and...