When sending a proposal to a potential client, you might want to offer them a choice of services or upsell additional ones. With Options in Socket, you can do both.

You can also combine Options with Proposal Templates to speed up the proposal creation process.

Because our proposals are sent via a link, rather than a PDF, this gives the recipient the ability to select their preferred option and sign the proposal, without needing any back and forth to adjust the proposal.

See the Loom video below or follow the guide on how to get started using Proposal Options.

First, go to Home, then Proposals, and click +New to start a new proposal.

When you get to the Services page of the Proposal, look at the left-hand menu bar and you’ll see an option to ‘Add New Option’. Click on it to view the choices below.

Start here to bring in services and pricing from any existing pricing templates you’ve created and add them as an option in the proposal.

In the example below, we’re adding a Pricing Template called ‘Silver.’ This automatically pulls in the services from that template, so you don’t need to select them manually - they’ll appear exactly as they are in your saved template.

If you need to update any of the drivers for this proposal, you can do that here.

See our guide on Proposal Templates to learn more.

If you’ve already selected a few services in your proposal, you can turn them into an option by choosing Existing Selection.

You’ll also have the chance to give it a name in the first few boxes.

Since you’re giving your potential client a choice, you’ll need more than one option.

In the bottom two boxes, you can name this second option. We’ll then apply the same services from your Existing Selection to it.

Use this if you want to create your options from scratch. If they don’t relate to any of your pricing templates or you need a bespoke option, this is the best choice.