Quote Automation: 9 Tasks To Start Saving You Time & Money

When quote automation is done right, workflows are simplified; the risks of human error decrease. Operations are more efficient, which impacts the bottom line.

Top 6 CRM integrations to use with Quoter

Right where the sale takes place, Quoter can look up contact information to quickly populate a quote, then push the quote details into your CRM depending on status, or when it's updated.

Socket now integrates with Pipedrive

We’re excited to announce that Socket now integrates with Pipedrive. How Socket integrates with Pipedrive The integration is seamless and simple: When a Quote or Person is created in Socket, the customer's...

Socket now integrates with HubSpot

We're excited to announce that our quoting software now integrates with HubSpot. How Socket integrates with HubSpot The integration is seamless and simple: When a Quote or Person is created in Socket, the...

Quoter now integrates with Agile CRM

We're excited to announce that Socket now integrates with Agile CRM. How Socket integrates with Agile CRM The integration is seamless and simple: When a Quote, Inquiry, or Person is created in Socket,...

Integration Update: Post Quotes as one Revision to Zoho

Previously, when a Quote Revision was generated in Socket it would in turn create a new Deal/Quote (depending on your settings) in Zoho. This resulted in needing to manually delete...

New Integration: Zoho Quotes Module

We have expanded our relationship with Zoho CRM to utilize the Zoho Quotes module. Zoho is used as a resource by many of our clients, and on behalf of those...

Quoting software integrated with Salesforce, Highrise, and Zoho CRM

We've been hard at work on our quoting software, currently in private beta. We've received a lot of great feedback from our beta testers and are really excited about the...