Create impressive quotes in seconds with Socket, the online quoting software that integrates with your website and CRM, and lets you accept payments online.
Socket's online quoting software is built on a foundation of 5 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 allow you to easily build your own Online Quote Forms, which specify what products/services your quotes contain, and how they are calculated. An intuitive drag-and-drop interface and rule-based pricing system support the easy creation of configurable products, volume or percentage-based pricing, and customizable shipping and tax calculation by region.
The Fully-Automated Quoting System utilizes your pre-configured Quote Templates to allow sales employees, resellers, or customers (if you integrate Socket with your website) to create professional, accurate quotes in seconds.
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 Templates 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 data are stored in a secure, centralized database for you to track and manage with Socket's Lead Management and Reporting features.
For more information or to sign up for the free 7-day trial, please visit our website.