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Deversus Software - Socket

Quoting & Procurement

Socket is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

Integration Features

  • When creating a Quote in Socket, you can search for an existing Autotask Contact and Opportunity, or create new ones automatically. You can also pull existing Autotask Products or Services into Socket Quotes in real-time.
  • When a Quote is created or updated in Socket, the Autotask Opportunity will be updated with the value of the Quote, and an Autotask Quote will be created or updated with the line items in the Socket Quote. Socket automatically matches your existing Products or Services, or creates new ones if they do not exist.
  • When a Socket Quote is won or lost, Socket will update the status of the Autotask Opportunity according to the mapping settings you configure.
  • Includes LiveLinks and ExecuteCommand capability

Salessales@socketapp.com
Support: support@socketapp.com