Socket is a cloud-based configure, price, quote (CPQ) solution that helps sales team to create quotes or proposals using built-in templates. Key features include electronic quote acceptance, online payment processing, margin tracking and performance reporting.
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.
Services are offered on per user per month subscription basis. Support is available via email, phone, online ticket and a knowledge base.
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David from Workflow Concepts
Number of employees: 11-50 employees
Value for money
We had a huge issue with standardizing on pricing and adjusting the prices on the fly. We were also using products that were cumbersome to change and navigate. I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over. We have been using socket for over three years and extremely happy with the product.
The initial setup time and template creation is quick and easy. Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect.
Overall a really easy to use tool that provides great looking quotes.
The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items.Review Source: Capterra
shannon from SVC Marketing Inc.
Number of employees: 2-10 employees
Value for money
Socket has been awesome to work with. It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do. the Email tracking feature is a plus!
The Ease of the Price Book entry. The template works very well for our needs. The support staff has been awesome along the way helping me with the learning curve of making changes in the way we wanted the template quote to look and work for us. The support person i have been working with did a few webinar sessions and we went thru all of our questions and she found a way each time to resolve them during that session. We love the email tracking feature. This was a plus for us.
I would like to be able to put the website link for each of our products in the excel price book then be able to import them into socket and still have the link be a usable link. instead of having to import, then open each item up, add the link & then save it.