New Feature: Electronic Signatures

We're happy to release a major improvement to Socket's Quote Acceptance process - electronic signatures! This is a feature that is available on our Tower plan and above, and can...

Feature Improvement: Custom Fields on Checkout

Over the last while, one of our most requested features was to allow customers, during the Quote acceptance and checkout process, the ability to provide our partners with additional information,...

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...

Quoter & GDPR

What's changed at Quoter to be compliant with the new General Data Protection Regulation (GDPR) that's gone into effect? We’ve updated our Privacy Policy to add some GDPR related elements....

Quoter now integrates with Kaseya BMS

We’re excited to announce that Quoter now integrates with Kaseya BMS. How Quoter integrates with Kaseya BMS The integration is seamless and simple: When creating quotes, you can pull products from Kaseya...

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...

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...

Announcement: We're Going to Kaseya Connect 2018!

Socket is excited to announce that we'll be attending Kaseya Connect 2018 in Las Vegas, Nevada May 8th through May 10th at the Mandalay Bay Resort & Casino. We'll be launching our...

Feature Improvement: New Integrations Page

Always looking to improve our user experience, we’ve made adding Integrations easier than ever before! Simply select the Integration you would like to add, follow the steps and save the...

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...

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...