Pro Tips

The ability to manage which customer information is required when generating a Quote can be managed under Settings > Form Fields as per the screenshot below: In the above example, only the defaulted Mandatory fields (First Name, Last Name, Email, and … Read More

The ability to show or hide the Quote Columns displayed on the Quote PDF can be managed under Settings > Quote Columns as per the screenshot below: In the above example, both the Item Type and SKU columns have been hidden which will be … Read More

Quickly customize all of the customer-facing text using our Localization functionality found under Settings > Labels & Messages by editing the labels and text visible throughout the customer-facing areas of Socket such as Quote Templates, Quotes, Checkout, and Emails. Depending upon … Read More

We often get asked about our Reseller feature which is available on our Station plan and above. Resellers allow you to define company information for each of your Resellers or Affiliates that you’d like to give access to Socket. Users can … Read More

Our Email Tracking functionality will allow you to keep track of communication with customers, and know the right time to follow up for all Quotes sent from within Socket: The different colours on the email icon will represent an email … Read More

The ability to separate the Upfront/Recurring tables will provide absolute clarity for your customer to know what they’re responsible to pay upfront, and what they’ll be responsible to pay on a monthly, quarterly, semi-annual or annual basis depending upon the recurring … Read More

Our Search CRM for People feature is available with the following supported Connectors: Salesforce, Highrise, Zoho, Infusionsoft, Base CRM, and Nutshell CRM. By default, as you enter a customer’s contact information in Socket, it searches the People records to find … Read More

Whether it’s having the Customer’s first and last name automatically populated within your Quote Template Content using ##CustomerFirstName## and ##CustomerLastName## or updating your Terms and Conditions with the Quote Number (##QuoteNumber##) and Quote Amounts (##QuoteUpfrontTotal## and ##QuoteRecurringTotal##), our Mail Merge … Read More

We recently launched a new feature that allows you to edit existing Taxes on Quote Edit. There are, however, scenarios where you may not know what taxes are to applied to the Quote at the time of Quote generation. By … Read More

In many quoting scenarios, the products and services you offer to your customers change slightly. Our Editable Items feature makes it easy to support these scenarios by giving you the ability to make changes on the fly on a Quote-by-Quote basis. … Read More

We wanted to take a closer look at how to utilize the new Content editor to create a more robust Cover Page after the functionality was launched last week. In this example we used the editor to embed an image and used … Read More

On a Quote-by-Quote basis you can change the Quote Name simply by clicking the checkbox to the left of Change Quote Name when creating a new Quote as shown in the screenshot below: This can be very useful for adding a project … Read More