Integration Update: HubSpot Deal Amount Selector

With our HubSpot integration, you can now select whether to use the Quoter upfront or recurring amount as the HubSpot Deal amount: Happy Quoting!

Quoter Update: New Login Page Design

We're excited to release a refreshed login page design for an improved user experience when signing into Quoter:   Happy Quoting!  

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...

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...

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...

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...

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...

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...