Socket simplifies the sales quoting process. Throw away your complex spreadsheets and versioned documents and simplify your sales quoting process by bringing all of your product and quotation information into a single place that’s easy to manage.

Our quoting software makes it easy to standardize your product and quotation details, allowing you to create and send comprehensive, beautiful proposals with just a few clicks. Effortless integrations help reduce data entry and streamline your quote-to-order process.

Socket makes it easy to create user-selectable options, such as size, model, plan, material, or any other variable that would affect the configuration and pricing of a product or service.

Our flexible pricing system can easily accommodate complex pricing requirements, including volume discounts or percentage-based fees. And, best of all, socket runs in the cloud, which means you can conveniently create and manage your sales quotes any time, anywhere.

Once a customer is ready to order, they can accept the quote electronically without any manual intervention on your part. Socket’s online payment processing also allows you to accept secure online payments by credit card. You can choose whether to require payment in full, or for larger orders, a deposit payment.

Socket’s automated quoting system can be integrated directly into your website for customer-facing, instant online quotes and hot sales leads. Computer Science degree not required – simply copy and paste a small code snippet onto your website.

Key Features

  • Quote Automation
  • Proposal Automation
  • Contact Management
  • Tracking and Analytics
  • Website Integration
  • CRM Integration
  • Electronic Acceptance
  • Payment Gateway Integration
  • Cloud Service
  • Reporting



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