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Socket REVIEW

CPQ Software

No user reviews
USER SATISFACTION 96%
OUR SCORE 7.5

What is Socket?

Socket is an online quoting platform that helps sales teams streamline their sales quotes and proposals to save time, improve consistency, retain control, and close deals faster. You can use it to create impressive quotes in seconds. The app integrates with your CRM and website, and lets you accept payments online.

Socket’s online quoting software is based on five key components:

  • Configurable online quote forms
  • Fully-automated quoting system
  • Online payment processing
  • Simple website and CRM integration
  • Lead management and reporting

Configurable online quote forms enable you to easily build your own online quote forms, which specify what products/services your quotes contain, and how they are calculated.

The fully-automated quoting system uses your pre-configured quote forms to allow sales employees, resellers, or customers (if you integrate Socket with your website) to create professional, accurate quotes quickly and easily.

Quotes are automatically e-mailed in PDF format and the online payment processing component allows customers to place orders securely online via credit card, with support for recurring billing.

Simple website integration allows you to integrate your quote forms into your website simply by copying and pasting a small piece of auto-generated code directly into your web page of choice. Customer and sales quote information is stored in a secure, centralized database for you to track and manage with Socket’s lead management and reporting features.

Overview of Socket Benefits

Fully-automated quote calculation and generation

Socket’s automated quoting system does all the heavy lifting and allows you or your customers to create comprehensive, accurate, and professional sales quotations in seconds.

Configurable products and services

Setting up user-selectable options for configurable products and services is simple and intuitive. Products are easily priced based on options selected by the user creating the quote (e.g. plan, size, material, etc.).

Flexible pricing options

Socket’s flexible pricing options, such as Tiered Per Unit (i.e. quantity based) or Percentage-based, allow for pricing variability based on quantities ordered or dependent products or services

Simple copy/paste website integration

Socket’s online quoting software can be integrated directly into your website for customer-facing, instant online quotes. No coding knowledge is required. Simply copy/paste the small piece of auto-generated code into your web page.

Customer-facing, instant online quotes

Socket’s customer-facing, online quoting system lets your customers build their own quotes directly from your website. You’ll receive a copy of each quote and be able to track and manage leads using Socket, or have them funneled into your CRM with the app’s third-party integrations, where Socket even lets you integrate with multiple web apps simultaneously, by allowing you to add what it calls Connectors.

Beautiful, professional PDF sales quotations

Quotes are automatically branded to your company in an attractive and professional PDF document and sent to customers via email.

Customers can pay for quotes securely online

Socket’s secure online payment processing lets your customers easily pay online. Customers simply click a link in their quote and are taken to a secure checkout page, where they can pay for their order online. In order to use Socket’s online payment processing feature, you need to have a payment gateway and merchant account with one of its supported providers: Authorize.net, PSiGate, Mirapay, PayPal, Realex Payments, or Stripe.

Collect, track, and manage valuable customer leads

Socket lets you easily track and manage leads by letting you assign them to salespeople, flag them as followed up, or mark them as pending, PO received, ordered, fulfilled, or lost.

Quote and Proposal Automation

Build attractive sales quotations and proposals in seconds.

Seamless Integrations

Socket connects to industry-leading CRMs, PSAs, distributors, and accounting software

E-Signatures and Online Payments

Embed your agreement right into the quote with online quote acceptance and payment

Tracking and Reporting

Keep tabs on your quotes and sales performance with the software’s comprehensive tracking and reporting features.

Overview of Socket Features

  • Branded sales quotation PDFs
  • CRM and email marketing integration
  • Fully-automated quoting system
  • Lead generation and management
  • Multi-currency and multi-payment gateway support
  • Online payment processing with recurring billing
  • Online quote form builder
  • Reporting and analytics
  • Simple copy/paste website integration
  • World-class cloud hosting with enhanced security
  • Smart quote templates
  • Product configurator
  • Electronic quote acceptance and signatures
  • Real-time distributor product lookup
  • Reporting and analytics
  • Cost and margin tracking
  • Third party integrations

What Problems Will Socket Solve?

Scenario 1

We were spending 10 hours per week calculating quotes in Excel, converting them to PDF, and emailing to customers. Socket’s automated quoting system has cut that time almost to zero and customers are now buying online without so much as a phone call.

Features: Automated Quoting System, Online Payments, Website Integration

Scenario 2

With our previous quoting system, we would require the client to sign the agreement attached to the quote which resulted in their having to fax or scan the signed agreement and send it back to us before receiving their deposit. With Socket, they simply have to click on a link in their quote that takes them to the Purchase Order agreement where they can electronically sign their name and pay the required deposit all in one place.

Features: Purchase Orders, Online Payment Processing, Instant Online Quotes, Electronic Quote Acceptance and Signatures

Scenario 3

For an outside sales team when previously quoting customers, they were required to fill out all of the required information. That information was sent back to the office, entered into the system, and a quote was sent back to the customer. With Socket, our sales team can log into the system and generate an instant quote out in the field where the customer can pay for their order immediately. If our sales team can’t get to a customer, we can send them a link to the Quote Form online where they can fill out the form and again, pay online right away.

Features: Automated Quoting System, Online Payment Processing, Customer-Facing, Instant Online Quotes.

Scenario 4

When we started our company we were generating Excel quotes with a very loose sign-off process for new customers. After implementing Socket, we were able to reduce sales quoting time from 1 hour to 1 minute while creating a more professional and legally binding quote sign-off process. The integration with Stripe has also saved our accounting team a lot of  time. I love being able to control all of the customer facing text. This helps to align the quoting language with our values / terminology.

Features: Electronic Quote Acceptance and Signatures, Customizable Labels & Messages

Scenario 5

We are a cloud services and data center provider, so not selling widgets but abstract services in all flavors. The ability to offer a standard catalog but have some flexibility on configuration is important. Integrations with our distributors (Ingram Micro, Synnex and Tech Data) were also a huge plus. Socket met all these needs while establishing a professional quoting process and output which is important as it may be the first interaction a company has with us.

Features: Product Catalog, Product Configurator, Quote Automation, Smart Quote Templates

Socket Position In Our Categories

Position of Socket in our main categories:

20

Socket is one of the top 20 CPQ Software products

20

Socket is one of the 20 Sales Proposal Automation Software products

20

Socket is one of the 20
CPQ Software products

20

Socket is one of the 20
Sales Proposal Automation Software products


If you are considering Socket it might also be beneficial to examine other subcategories of Best CPQ Software gathered in our base of SaaS software reviews.

Since each enterprise has specific business needs, it is advisable for them to refrain from looking for a one-size-fits-all faultless software application. Needless to say, it would be futile to try to find such an app even among widely used software platforms. The smart thing to do would be to catalog the various essential factors that need consideration such as main features, budget, skill levels of workers, company size etc. Then, you should do your research thoroughly. Read some Socket reviews and look into each of the other systems in your shortlist in detail. Such in-depth research can make sure you weed out ill-fitting applications and choose the system that offers all the elements you require for business success.

How Much Does Socket Cost?

Socket Pricing Plans:

Socket offers the following packages for users to choose from.  Give the details a look, and select the best plan for your business.

Generator Plan – $29 /user/month Billed annually, or $36/user/month billed monthly

  • 2+ Users
  • 30 Quotes/User/Month
  • Online Payments
  • Electronic Acceptance
  • 3rd Party Integration
  • Email Support

Tower Plan -$34 /user/month Billed annually, or $42/user/month billed monthly

  • 3+ Users
  • 50 Quotes/User/Month
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins
  • Email and Phone Support

Grid Plan -$39 /user/month Billed annually, or $47/user/month billed monthly

  • 4+ Users
  • Unlimited Quotes
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins
  • Dedicated Account Manager
  • Premium Integrations
  • Resellers
  • Reporting

User Satisfaction

We realize that when you make a decision to buy CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Socket reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Socket. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

134

NEGATIVE SOCIAL MENTIONS

5

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING

What are Socket pricing details?

Socket Pricing Plans:

Socket offers the following packages for users to choose from.  Give the details a look, and select the best plan for your business.

Generator Plan – $29 /user/month Billed annually, or $36/user/month billed monthly

  • 2+ Users
  • 30 Quotes/User/Month
  • Online Payments
  • Electronic Acceptance
  • 3rd Party Integration
  • Email Support

Tower Plan -$34 /user/month Billed annually, or $42/user/month billed monthly

  • 3+ Users
  • 50 Quotes/User/Month
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins
  • Email and Phone Support

Grid Plan -$39 /user/month Billed annually, or $47/user/month billed monthly

  • 4+ Users
  • Unlimited Quotes
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins
  • Dedicated Account Manager
  • Premium Integrations
  • Resellers
  • Reporting

What integrations are available for Socket?

PSA Software Integrations

  • Autotask
  • ConnectWise
  • Kaseya BMS

CRM Software Integrations

  • Salesforce.com CRM
  • HubSpot
  • Agile CRM
  • Highrise CRM
  • Insidesales.com
  • OnePage CRM
  • Zoho CRM
  • Infusionsoft
  • Base CRM
  • Nutshell CRM
  • Pipedrive
  • Zapier

Accounting and Invoicing Software Integrations

  • QuickBooks Online
  • Xero
  • Freshbooks

Email Marketing Software Integrations

  • MailChimp
  • Constant Contact

Payment Gateway Integrations

  • Authorize.Net
  • Stripe
  • Braintree
  • PayPal
  • PayPal Payments Pro
  • PSiGate
  • Realex Payments

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