New Feature: Product Catalog

Some of you may have noticed that we’ve been a little quiet on our blog and across social media in recent months. Well, we’re very happy to make a BIG return with our biggest feature announcement to date… Product Catalog! … Read More

Feature Improvement: Mail Merge Fields and New Editor Look

Socket has had mail merge functionality for a while now, but admittedly, it wasn’t easy to use. Knowing which fields were available where, having to refer to the KB article to find the fields themselves. typing the dreaded # character, it … Read More

New Feature: Quote Web View

Quote PDFs have served Socket partners for years, providing an easy and familiar way to deliver quotes. But as industries evolve, our partner’s customers not only want to view their quote, they want to interact with it. Today we’re happy to announce a new feature called Web View. This is the first iteration in creating a fully interactive quoting document for sales teams. … Read More

New Feature: Reporting

Today we’re happy to announce one of our most requested features is now available to Socket Partners on our Station plan and above. Our real-time reporting offers a sales Leaderboard and Items Report: Find out more about what’s included in each … Read More

Feature Improvement: Updated Dashboard

In anticipation of our upcoming Reports functionality, we’ve made an update to your Socket Dashboard! The updated Dashboard features an improved date picker with more presets and custom range functionality to dial in a specific date range. We’ve also changed … Read More

Feature Improvement: New PDF Generator

Here at Socket we take saving time seriously. From quote generation to quote acceptance, each action in your workflow can save precious seconds for you and your customers. Today we’re happy to announce the release of a new PDF generator. … Read More