Product Quick Facts
Socket is a cloud-based sales software that manages the entire quoting process on a single dashboard for collaborative analysis. With Socket, users can streamline quote and proposal creation with reusable templates, configurable products, and automated pricing calculation.
Socket manages all aspect of the sales quote process, from initial quote to vendor delivery. The online quoting and proposal software also users to access materials from anywhere and in real-time. Receive items specific data immediately to help determine product reliability. Manage all contacts within the platform by importing them or integrating with preferred CRM. Track email delivery, quote and order status, cost and margins, and sales performance.
Socket quoting software allows team members to standardize product and quotation details, allowing them send comprehensive proposals with just a few clicks. Data entry is reduced with streamlined CRM and accounting integrations. Socket can be used as a lead-generation tool by integrating it with user website for customer-facing, instant online quotes. Team members can accept orders through the online platform. Socket integrations include Xero, Quick Books Online, Nutshell, Zoho, Highrise, Freshbooks, and Base.
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(Last updated on 02/02/2022 by Russell Nanney)