Customer Feedback for Socket

Knowledge Base

  1. Integrations 

    1. Integrating with Autotask
    2. Autotask Field Mappings
    3. Integrate with ConnectWise
    4. ConnectWise Field Mappings
    5. Integrating with Kaseya BMS
  2. Product Distributors 

    1. Integrate with Ingram Micro
    2. Integrate with Synnex
    3. Integrate with Tech Data
    4. Integrate with D&H
  3. Reporting 

    1. Real-time Reporting
  4. Startup Guide 

    1. Getting Started with Socket
  5. Account 

    1. Account Information
    2. Billing Information
    3. Usage & Plan
    4. Cancel your Account
    5. Resellers
  6. Actions 

    1. View this Quote
    2. Assign Feature
    3. Edit/Revise this Quote
    4. Get Public Download Link for this Quote
    5. View this Person
  7. Dashboard 

    1. Dashboard Wizard
    2. Analytics
  8. Discounts 

    1. Discount Codes
  9. Features 

    1. Product Search
    2. Person Search
    3. Cost and Margins
    4. Separate Upfront and Recurring Tables
    5. Change Quote Name
  10. General 

    1. Embedding Images with Socket
    2. Embedding Images into Socket using Dropbox
    3. PDF Page Size and Orientation
  11. Items 

    1. Items
    2. Importing Items
    3. Creating Items
    4. Item Level
    5. Item Type
  12. Logging In 

    1. Logging In To Your Account
  13. Managing Contacts 

    1. Adding Contacts
    2. Search People Feature
    3. Name Feature
    4. Email Feature
  14. Managing Quotes 

    1. Quotes Tab
    2. Quotes Search Feature
    3. Quote Name Feature
    4. Email this Quote
    5. Status Feature
  15. Manage Templates 

    1. Managing Templates
  16. People 

    1. People
    2. Importing Contacts
    3. Exporting Contacts
  17. Quotes 

    1. Auto-Complete
    2. Generating Quotes
    3. Adding Items
    4. Discounts
    5. Quote Options
  18. Templates 

    1. Templates
    2. Creating a Template
    3. Template Line Items
    4. Adding Items
    5. Recurring Fees
  19. Template Content 

    1. Cover Page
    2. Introductory Section
    3. Appended Content
    4. Email File Attachments
  20. Template Settings 

    1. Auto CC/BCC
    2. Shipping and Tax
    3. Hide Total Information
    4. Show/Hide Cost Breakdown
  21. Settings 

    1. General Settings
    2. Shipping
    3. Taxes
    4. Currencies
    5. Payment Gateways
  22. All articles 

    1. Logging In To Your Account
    2. Dashboard Wizard
    3. Auto-Complete
    4. Quotes Tab
    5. Embedding Images with Socket
    166 articles 

Feedback and Knowledge Base