We’re excited to release a refreshed login page design for an improved user experience when signing into Quoter: Happy Quoting!
New Feature: Line Item Audit
We have released a new Audit feature for our Items Report that will provide a breakdown for each Line Item on a per Quote basis: This feature requires access to our Reporting included in our Pro and Enterprise plan or … Read More
Quoter now integrates with ConnectBooster
We’re excited to announce that Quoter now integrates with ConnectBooster. ConnectBooster allows you to accept payment by ACH, e-Check, and credit card. Your customers can electronically accept, sign, and pay for quotes, either as a deposit amount or full payment. … Read More
New Feature: Improved Quote Create
In preparation for our upcoming Draft Quotes feature and unification of Quote Create and Quote Edit, we’re excited to release the completely revamped Quote Create as the first step towards these major new features. What’s new: Completely revamped UI that … Read More
New Feature: Quote Attachments
Until now, files that were attached to Templates, Items, or Quotes were sent as email attachments when sending Quotes to customers. This was somewhat limiting, as it was rather difficult to reference the attached files when later viewing or editing … Read More
Quoter now integrates with Ingram Micro Genesis
We’re excited to announce that Quoter now integrates with Ingram Micro Genesis to allow our Partners in Australia, Belgium, Luxembourg, and Netherlands to search Ingram Micro Genesis for real-time product pricing and availability. How Quoter integrates with Ingram Micro Genesis … Read More
Quoter now integrates with Ingram Micro Europe
We’re excited to announce that Quoter now integrates with Ingram Micro Europe for real-time product pricing and availability. We recently announced an integration with Tech Data Europe as well. How Quoter integrates with Ingram Micro Europe When creating a Quote … Read More
Quoter now integrates with Tech Data Europe
With a rapidly growing number of partners in the UK and other European countries, we’ve had many requests to add support for EU product distributors including Tech Data and Ingram Micro (support for Ingram Micro UK will be released very … Read More
Margin vs Markup Selector
We had heard from many of our partners that they operate on markup rather than margin when pricing products and services. We listened to that feedback and are happy to announce that we’ve released the ability to price by markup … Read More
Quote Opened Notification
We’ve heard from many of our Partners that not having the ability to be notified when a Quote was first opened by their customer could be the difference between winning or losing the deal. With our Quote Opened Notification, you’ll … Read More
Introducing Quoter
We’ve changed our name – Socket is now Quoter. A little background While Socket was originally created about 7 years ago, it took a backseat in our former software development company while we focused on client work in order to … Read More
Product Catalog on Quote Revision
We’re pleased to announce a small update that will have a big impact for a lot of our partners. Product Catalog, the feature that allows you to easily add products directly from supported Integrations and Distributors into your Quotes, is … Read More