What’s the Difference Between Options and Extras?
Options are different versions of the proposal itself, for example, offering three pricing tiers such as Basic, Standard, and Premium. The client chooses one option.
Extras are add-ons that can be included on top of any option, for example, Payroll support, Software, or Additional reporting. The client can choose as many extras as they’d like.
Think of options as the main packages and extras as the bolt-ons.
Why Use Them Together?
Flexibility for clients - Clients pick the option that suits their budget and scope, then personalise it with extras.
More revenue opportunities - Extras let you upsell additional services on top of the chosen option.
Professional experience - Proposals feel clear, structured, and client-friendly.
How to Combine Options and Extras
Step 1: Add Your Options
When creating a proposal, select the services you want to present as different packages.
Choose Add New Option for each option you would like to offer your client, using the button on the left.
Step 2: Add Your Extras
Still in the Services tab, find the additional services you’d like to offer as add-ons.
For any services you want to add on as ‘Extras’ click More Actions and choose Select as Extra.
The Extras logo will appear on those services, and they’ll be listed under Proposed Extras.
You dont need to have the same Extras on each proposal Option, you can have different extras on each option to give more flexibility with your client options
How Clients See It
Clients will first review the options tab and select the one that best fits them.
They’ll then see extras, where they can toggle or check add-ons to tailor the proposal further.
Once they accept, Socket automatically updates with the chosen option and any selected extras.
Tips for Best Results
Use 3 options as a rule of thumb — it’s a proven pricing strategy (e.g. Basic / Standard / Premium).
Keep extras focused on valuable, optional services rather than duplicating core offerings.
Make sure your descriptions are clear so clients understand what’s included at a glance.
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