Socket Pricing, Features, Reviews & Comparison of Alternatives

Socket Reviews

Socket

Online Quoting Software

4.73/5 (15 reviews)
95     130

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.
www.socketapp.com

Socket Reviews (15)

Latest reviews

 Flexibility and Zoho Integration like no other quoting tool

Looked at over 10 quote tools online and all of them did not provide enough flexibility. We did not want to change the way we did business to meet many of the online quote tools. SocketApp has a solid foundation for quoting just about anything. We use Zoho as our CRM and the integration was key ...

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Reviewed 2 days ago by Geoff James

 

 Amazing product and even better customer service

I can't say enough good things about this product and customer experience!! From the first moment I started using Socket, the team was helpful, friendly, and very willing to teach me how to use socket to optimize my business. The more I use it, the more I like it! There are so many capabilities ...

Read the full review
Reviewed 18th of March by Alexis Gonzalez

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Socket Pricing

Starting from: $49.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

Free 7-day Trial. Plans start at only $49/mo. No contracts or setup fees. Cancel or change plans at any time.

Key Features of Socket

  • Online quote form builder
  • Fully-automated quoting system
  • Simple copy/paste website integration
  • CRM and e-mail marketing integration
  • Lead generation and management
  • Branded sales quotation PDFs
  • Online payment processing with recurring billing
  • Reporting and analytics
  • Multi-currency and multi-payment gateway support
  • World-class cloud hosting with enhanced security

Specifications

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Small Business
Devices Supported
Linux, Mac, Windows, Web-based, Windows Phone
Supported Countries
Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Support Options
Knowledge Base, Online Support, Phone Support

Alternatives to Socket

Benefits

* Create professional, accurate quotes in seconds
* Automated quoting system will reduce time spent on the quoting process by 90%
* Incredibly easy and simple to use interface
* Simple copy/paste website integration
* Harness your web traffic with valuable lead generation
* Increase sales with easy online payment processing
* Seamlessly integrates with your CRM
* Gain valuable business intelligence through reporting and analytics
* Ultra fast, secure, and reliable cloud-based hosting
Geoff James

Flexibility and Zoho Integration like no other quoting tool

23/03/2017

Looked at over 10 quote tools online and all of them did not provide enough flexibility. We did not want to change the way we did business to meet many of the online quote tools. SocketApp has a solid foundation for quoting just about anything. We use Zoho as our CRM and the integration was key to our decision to use Socket App. SocketApp has excellent support, whenever I call I always get through to someone which is paramount for a small business.

Pros

flexibility and integration with Zoho. took me almost no time to generate quotes right away with no training.

Cons

It's expensive for a one person company, pricing model is based upon number of quotes generated rather than a per user all in price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Socket

Do your research, make sure you try SocketApp out, use it right off the shelf don't hold back on asking questions and support.

Source: Capterra
Helpful?   Yes   No
Read more
Alexis  Gonzalez

Amazing product and even better customer service

18/03/2017

I can't say enough good things about this product and customer experience!! From the first moment I started using Socket, the team was helpful, friendly, and very willing to teach me how to use socket to optimize my business. The more I use it, the more I like it! There are so many capabilities to this software so the possibilities for tailoring my quotes/invoices are limitless! I'm very happy that I chose socket and am able to use such an amazing product and recieve such incredible tech and customer support.

Pros

There was the so many capabilities which is exciting because the invoices can be very tailored to your business! The invoice itself looks professional and very tailored to each project/proposal, etc!

Cons

Very rarely there are some formatting issues but these get to the solved quickly with their amazing customer support

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Andrew Trella

Socket Experience: Mike Weaver + Matt Stansfield

02/03/2017

I highly recommend using Socket. The application is very user friendly, cost effective, and the customer service is top notch. I have worked closely with Mike and Matt and have never been let down. They have made themselves available at moment's notice every step along the way. Customer service is off the charts...5+ stars!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jake Petersen

Socket has been great for the last 4 years.

23/02/2017

We have been using it for the last 4 years and have loved every minute of it. They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio. Keep up the good work!

Pros

Easy to use, flexible, turn-key.

Cons

Not any that they haven't already addressed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Socket

It's a great product. Easy to get up and running and flexible enough to customize it as much as you need.

Source: Capterra
Helpful?   Yes   No
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Brittany Luther

Great product, service, and response time!

30/01/2017

I have nothing but positive things to say about Socket. Anytime I have an issue or question, Matt is on it right away with a fantastic response time. The entire product is constantly getting new updates to make it better than the great product it already is. Socket is constantly improving itself for the better and employees are dedicated to delivering satisfactory products. Great software, service, and overall experience. I would recommend Socket to anybody looking for a reliable and professional quote software!

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Neville Driver

Ridiculously Perfect.

25/01/2017

We have used Socket for over 4 years now. Thousands of perfect, effortless quotes later, we have no choice but to rate this 5/5. If we could rate it higher, we would. The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete. And when I say perfect quote, that is what it is. Perfect formatting. Never an error on pricing, options, taxes, integrations. Rock solid software. Rock solid extensive integration capabilities. Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget". The team delivers extensive support if it is ever needed, they indeed go above and beyond the scope of their roles. They have improvements on the software regularly, and you can see the effort that goes into the communication and quality of work. Such elegant quotes. Best of all, it just works. It delivers and it does so silently, and consistently. We recently began accepting payments in USD and we could switch the system to multi currency within a few minutes. Changes to quotes and extending expiry dates take a few seconds. Quotes are sent instantly, and if needed have your clients create their own quotes online. Payment is a few clicks, right on the quote. The list of features goes on and on. Features that we actually use, every day. If you ever need a quotation system that does a lot more than perfect effortless quotes, is affordable and eliminates any errors that your sales team might make, get Socket. We took a chance 4 years ago, and never regretted it one bit since. I would recommend Socket to anyone.

Pros

Perfect quotes time and again, zero errors. Easy to set up and use. Powerful integrations. Exemplary support.

Cons

None, however we look forward to possibly an App for mobile devices in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Don Annas

And I thought my last quoting package was good...

06/12/2016

I have worked with numerous quoting platforms over the years. Each quoting package had a few features that I really liked but never have I experienced a product as well rounded as Socket. The functionality and impeccable support have confirmed this to be the best decision we could have made. Our clients enjoy a clear and easy to understand quotation, the speed at which we are able to respond to quotation requests, and streamline electronic delivery and acceptance. Not only has Socket removed the burden of creating a great quotation, they have simplified the process following order acceptance with payment gateway and CRM integration. Gone are the days of double data entry. Thank you Socket!

Pros

Ability to support recurring and non-recurring products. Fantastic integration features.

Cons

Not being able to change the template used when modifying a quote.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Socket

This product is second to none. It is so easy to setup that you can give it a good evaluation with little effort.

Source: Capterra
Helpful?   Yes   No
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Brian Lovell

Great quoting tool

03/11/2016

The company stands behind their product. They work with you to make sure you are well trained and able to implement the software into your business. The quotes are very high quality and customers are really impressed when they get them. The improvements in the integration with CRM's makes it an even better value.

Pros

Easy to use and setup. Great quality quotes, and the ability to break down recurring charges and one time charges is great.

Cons

The additional cost for a company that does a high volume of quotes in another CRM makes it tough. The CRM integration is improving, but still requires too many moving pieces to the sales process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jack Lockhart

Absolutely amazing.

31/08/2016

Looking for a flexible online quoting solution I researched a lot of options, as most of you would. Socket seemed to have everything I needed, so I tried it out. The response time of the sales and service team was exceptional. And even though I only initially signed up for the low end plan, they treated me like a high end client - going so far as to expand one of the data entry fields because I kinda sorta thought it didn't quite suit me. I have never seen that level of customization and willingness to make change - and they did it in about an hour. I couldn't even get my own IT team to respond that fast to me.

Pros

It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen.

Cons

I honestly cannot say - everything that was not perfect they fixed and tailored to me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Socket

If you think something can't be done, ask. It likely can be done; or they will find a way to do it for you.

Source: Capterra
Helpful?   Yes   No
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Cary Yocum

WOW! So Fast and Flexible!

17/05/2016

When we launched our company we were generating Excel quotes with a very loose sign-off process for new customers. After implementing SocketApp, we were able to cut our sales quoting time from 1 hour to 1 minute while creating a more professional and legally binding quote sign-off process. The integration to Stripe has also saved our accounting team a tremendous amount of time. I love being able to control all off the labels and messages that go out. This helps to align the quoting language with our values / terminology.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more

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