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Socket Software

Socket Software

By Quoter


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Highlights : About Socket Software

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Electronic Quote Acceptance

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Online Payment Processing

About Socket Software

Socket is a cloud-based configure, price, quote (CPQ) solution that helps sales team to create quotes or proposals using built-in templates. Users can configure proposals by customizing content such as the cover page, order instructions, marketing materials and terms and conditions. Socket’s discounting feature allows users to create reusable discount codes with a dollar amount or percentage discount. These codes can be entered by salespeople while creating quotes. Socket supports multiple tax and shipping zones that help users to create quotes on the basis of customer location. Businesses can also track total quotes generated, closing ratios and other key metrics through a reporting dashboard. The solution provides integration with third-party applications such as Agile CRM, HubSpot, Xero, MailChimp and Constant Contact.

Specifications

  Business Size
Startup
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Electronic Quote Acceptance

Online Payment Processing

Margin Tracking

Performance Reporting

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