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. 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.

Dashboard
Dashboard
Dashboard
Distributor search
Distributor search
Email tracking
Email tracking
Items report
Items report
Quote view
Quote view
Sales leaderboard
Sales leaderboard

Supported Operating System(s):

Web browser (OS agnostic)



29 Reviews of Socket

Overall rating

4.5 / 5 stars

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David from Workflow Concepts

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Easy to use, easy to implement and priced right!

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.

Pros

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.

Cons

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

Ease-of-use

Value for money

Customer support

Functionality

August 2018

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!

Pros

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.

Cons

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.