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 Tech Data
    3. Integrate with Synnex
    4. Integrate with D&H
  3. Release Notes 

    1. 2019 Release Notes
  4. Reporting 

    1. Real-time Reporting
  5. Startup Guide 

    1. Getting Started with Socket
  6. Account 

    1. Account Information
    2. Billing Information
    3. Usage & Plan
    4. Resellers/Multi-Tenant Support
    5. Reseller Groups
  7. 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
  8. Dashboard 

    1. Dashboard Wizard
    2. Analytics
  9. Discounts 

    1. Discount Codes
  10. Features 

    1. Product Search
    2. Person Search
    3. Opportunity Search
    4. Cost and Margins
    5. Separate Upfront and Recurring Tables
  11. General 

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

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

    1. Logging In To Your Account
  14. Managing Contacts 

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

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

    1. Managing Templates
  17. People 

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

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

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

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

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

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

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

Feedback and Knowledge Base