About Socket

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,...


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Supported Operating System(s):

Web browser (OS agnostic)

36 Reviews of Socket

Average User Ratings

Overall

4.58 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(27)

27

4 stars

(6)

6

3 stars

(0)

0

2 stars

(3)

3

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 36 results

May 2018

Brent from One Click Inc

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Best experience out of any company offering CRM or Quoting Software. Great Service and Support.

- Eliminates a substantial amount of time putting quotes together - Quotes separate out One Time Fees and Recurring Fees - E-Signature ability built directly into quote - Custom templates can be put together for specific product line quotes - Looks more professional than other quoting apps on the market

Pros

We looked at tested out over 30 different companies offering CRM and Quoting Software. Our biggest need was the ability to be able to send a single quote with one time fees and recurring fees on it with a separated breakdown of each charge and product line (one time fee vs recurring). SocketApp was easily the most practical, user-intuitive option out of all of the different software we demo'd out. There is a laundry list of pros going with this product: - Easy to configure and use - Ability to break down one time fees and monthly recurring charges - Item Breakdown for each category listed below line items (I.E. Phone System Charges, Networking Equipment, IT work, dial-tone, ect.) - A team that fully supports their product during AND AFTER the sale has been completed - Integration with Quickbooks - Created a customized proposal to demo based on the product lines our company uses to accurately portray how it is utilized in a working environment - The development team behind the product created a custom feature specifically for our business based off of our request - Amazing customer service - Non-pushy reps Having worked on the sales side of the tech industry for 15 years I have worked with thousands of companies in the past. SocketApp and their team were one of the best overall experiences I have had from start to finish. If your company is in the need of quoting software I highly recommend giving this software a shot.

Cons

There's really no cons to speak of. The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice. While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service. Keeping an invoice open for an extended period of time like that could hurt business continuity ratings. To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks.

August 2020

Doug from Woodberry

Company Size: 11-50 employees

Industry: Hospitality

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2020

Pleased with Quoter!

Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer it she puts it forward as a future suggestion. Quick in replying - thank you and well done!

Pros

Very quick to pick up and run with - creates quick and simple quotes that present well to the customer

Cons

Would like to see the margins on a revised quote but this sounds like something Quoter are working on!

Reasons for Switching to Socket

Needed something linked to pipedrive our CRM system.

February 2021

Oliver from Interpro Technology

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2021

Could not recommend this product enough

As the business grew we needed something that would be scalable and save us time. Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems. Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent. The recent release of Optional Items is a great feature which will allow us to upsell items to customers that we wouldn't previously include on the quote. This gives them the option to pick or choose as they require. The Support has always been excellent when reaching out and we have not had a single incident/outage that I can recall in our time.

Pros

The product is very easy to use and integrates really well with our other systems. Pricing was very competitive compared to other products and a huge factor was the set monthly fee as opposed to the pricing per user which worked out very expensive when comparing other products. We have a handful of users which only create Quotes very occasionally and we couldn't justify spending the large monthly fee other vendors were quoting. Quoter is simple but does the job amazingly. F

Cons

I can't think of a single issue we've had throughout the time using it. It works and does the job amazingly for us.

December 2020

Jason from Information Potential

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source


Ease-of-use

3.0

Value for money

4.0

Customer support

2.0

Functionality

2.0

December 2020

Wholesale changes made without notice

While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product.

Pros

The user interface is very easy to use and there is integration with quite a number of third party applications

Cons

There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos. Quoter constantly makes "improvements" to the product. A lot of these remove existing functionality and break our business processes. These "improvements" are rarely communicated to us by Quoter before implementation. That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes.

Reasons for Choosing Socket

Ease of use and integration with Xero.

January 2017

Neville from CloudSilicon

Company Size: 11-50 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Ridiculously Perfect.

We have used Socket for over 4 years now. Thousands of perfect, effortless quotes later, we have no choice but to rate this 5/5. If we could rate it higher, we would. The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete. And when I say perfect quote, that is what it is. Perfect formatting. Never an error on pricing, options, taxes, integrations. Rock solid software. Rock solid extensive integration capabilities. Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget". The team delivers extensive support if it is ever needed, they indeed go above and beyond the scope of their roles. They have improvements on the software regularly, and you can see the effort that goes into the communication and quality of work. Such elegant quotes. Best of all, it just works. It delivers and it does so silently, and consistently. We recently began accepting payments in USD and we could switch the system to multi currency within a few minutes. Changes to quotes and extending expiry dates take a few seconds. Quotes are sent instantly, and if needed have your clients create their own quotes online. Payment is a few clicks, right on the quote. The list of features goes on and on. Features that we actually use, every day. If you ever need a quotation system that does a lot more than perfect effortless quotes, is affordable and eliminates any errors that your sales team might make, get Socket. We took a chance 4 years ago, and never regretted it one bit since. I would recommend Socket to anyone.

Pros

Perfect quotes time and again, zero errors. Easy to set up and use. Powerful integrations. Exemplary support.

Cons

None, however we look forward to possibly an App for mobile devices in the future.