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

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

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

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 our Person Search feature will now search ConnectWise for existing opportunities associated … Read More

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 ConnectWise, should you only be working with the latest revision. … Read More

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 Data Line Items from the dropdown menu when setting up … Read More

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 our Person Search feature will now search Salesforce for existing opportunities … Read More