Integration Update: Pipedrive Deal Amount Selector

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

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: Line Item Audit Report

We have released a new Audit feature for our Items Report that will provide a breakdown for each Line Item on a per Quote basis: This feature requires access to our...

Quoter now integrates with ConnectBooster

We’re excited to announce that Quoter now integrates with ConnectBooster. ConnectBooster allows you to accept payment by ACH, e-Check, and credit card. Your customers can electronically accept, sign, and pay for...

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...

Quoter now integrates with Ingram Micro Genesis

We’re excited to announce that Quoter now integrates with Ingram Micro Genesis to allow our Partners in Australia, Belgium, Luxembourg, and Netherlands to search Ingram Micro Genesis for real-time product...

Quoter now integrates with Ingram Micro Europe

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...

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...

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 Feature: Email File Attachments

Although the Quote Template Content allows up to three Email File Attachments that are sent alongside the Quote PDF, plus one attachment per Item, we heard from our Partners that...

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...

Quoter now integrates with Synnex

We’re excited to announce that Quoter now integrates with Synnex for real-time product pricing and availability. How Quoter integrates with Synnex The integration is seamless and simple: When creating a quote you...

Quoter now integrates with D&H

We’re excited to announce that Quoter now integrates with D&H. How Quoter integrates with D&H The integration is seamless and simple: When creating a quote you can search D&H for product pricing...

Quoter now integrates with Tech Data

We’re excited to announce that Quoter now integrates with Tech Data. How Quoter integrates with Tech Data The integration is seamless and simple: When creating a quote you can search Tech Data...

Quoter now integrates with Ingram Micro

We’re excited to announce that Quoter now integrates with Ingram Micro for real-time product pricing and availability. How Quoter integrates with Ingram Micro The integration is seamless and simple: When creating a...

New Feature: Electronic Signatures

We're happy to release a major improvement to Socket's Quote Acceptance process - electronic signatures! This is a feature that is available on our Tower plan and above, and can...

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...