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
Product Updates
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
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
Socket now integrates with Synnex
We’re excited to announce that Socket now integrates with Synnex for real-time product pricing and availability. How Socket integrates with Synnex The integration is seamless and simple: When creating a Quote in Socket, you can search Synnex for product pricing … Read More
Socket now integrates with D&H
We’re excited to announce that Socket now integrates with D&H How Socket integrates with D&H The integration is seamless and simple: When creating a Quote in Socket, you can search D&H for product pricing availability by MPN (Manufacturer Part Number). … Read More
Socket now integrates with Tech Data
We’re excited to announce that Socket now integrates with Tech Data How Socket integrates with Tech Data The integration is seamless and simple: When creating a Quote in Socket, you can search Tech Data for product pricing availability by MPN … Read More
Socket now integrates with Ingram Micro
We’re excited to announce that Socket now integrates with Ingram Micro for real-time product pricing and availability. How Socket integrates with Ingram Micro The integration is seamless and simple: When creating a Quote in Socket, you can search Ingram Micro … Read More
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, like a PO number or installation date. We have just … Read More
Socket 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 sub-navigation menu. These extra mouse-clicks equated to spending too much … Read More
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 our Person Search feature will now search Autotask for existing opportunities associated … Read More