New Feature: Pipedrive Deal Lookup

We've heard from many of our Partners using Pipedrive with Socket that the Deal exists in Pipedrive prior to the Quote being created in Socket. We're happy to announce that...

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...

New Feature: Shipping Address on Quote Create

One of our most popular feature requests was to improve workflow around a Person's shipping address. Previously, you could only work with this information during Person add or edit, or...

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...

Quoter now integrates with Kaseya BMS

We’re excited to announce that Quoter now integrates with Kaseya BMS. How Quoter integrates with Kaseya BMS The integration is seamless and simple: When creating quotes, you can pull products from Kaseya...

New Feature: Product Catalog

Some of you may have noticed that we've been a little quiet on our blog and across social media in recent months. Well, we're very happy to make a BIG...

Feature Improvement: Mail Merge Fields and New Editor Look

Socket has had mail merge functionality for a while now, but admittedly, it wasn't easy to use. Knowing which fields were available where, having to refer to the KB article to...

Feature Improvement: New Integrations Page

Always looking to improve our user experience, we’ve made adding Integrations easier than ever before! Simply select the Integration you would like to add, follow the steps and save the...

New Feature: Quote Web View

Quote PDFs have served Socket partners for years, providing an easy and familiar way to deliver quotes. But as industries evolve, our partner's customers not only want to view their quote, they want to interact with it. Today we're happy...

New Feature: Reporting

Today we're happy to announce one of our most requested features is now available to Socket Partners on our Station plan and above. Our real-time reporting offers a sales Leaderboard and...