Learn how to pre-populate services, hide unnecessary information, and speed up your proposal workflow with Pricing Templates.
Pricing Templates allow you to save a specific set of services and price drivers that you frequently offer. Instead of building every proposal from scratch, you can use a template to populate the "Services & Pricing" section in a single click.
When to Use Pricing Templates
Pricing Templates are useful for industry-specific packages or standardised service tiers. You can also apply multiple templates to one proposal when building a proposal with Proposal Options. For example:
The "Construction" Package: Pre-selects CIS, Bookkeeping, and VAT.
The "Basic Tax" Tier: Pre-selects Personal Tax and a set of basic extras.
Setting Up a New Template
Navigate to Practice Settings > Pricing Templates and click + New.
You have two ways to build your template:
Option A: Blank Template
Give your template a name and description.
Select the services and price drivers from your active menu.
Socket saves your choices automatically as you go.
Option B: Copy From Existing Proposal
If you’ve already built the "perfect" proposal for a client and want to reuse it, use the Search Proposals box to find a previous deal to base your template on.
⚠️ To be eligible for copying to a template, the proposal must have only one client and be based on your latest pricing menu.
Hiding Sections for a Cleaner Build
One of the most powerful features of Pricing Templates is the ability to hide sections. On the template creation screen, you can choose to toggle off specific service categories or internal sections.
Client-Facing Clarity: Shorter, cleaner screens make it easier to build a proposal live in front of a client without distracting them with irrelevant service categories.
Team Efficiency: By hiding sections your team rarely uses for a specific client type, you reduce "decision fatigue" and ensure they only focus on the relevant services.
How to Use Your Templates
When creating a new proposal, you will see a Pricing Template dropdown on the initial "General" screen under Quickstart Templates.
New Proposals: Selecting a template here will instantly populate the services section and apply your section-hiding preferences.
Draft Proposals: You can apply a template to an existing draft, but be aware that it will overwrite any services you have already manually added to that proposal.
⚠️ Applying a Pricing Template to an existing draft proposal will overwrite any services you have already manually added to that proposal.
Pro-Tips
Templates are for Speed: Pricing templates do not "link" to proposals. Once applied, you can still edit the specific price drivers for that individual client without affecting the master template.
No Retroactive Changes: If you edit a Pricing Template, it will not change any draft proposals currently in progress.
Create Tiered Templates: Use one template for your core recurring services (e.g., bookkeeping + VAT), then copy this for a second template that also includes industry-specific or advisory add-ons. This keeps your pricing modular and flexible.
Standardise Your Baseline: Create a default “Minimum Engagement” template that ensures every proposal includes your core onboarding, software, or compliance services. This prevents under-scoping and protects margins.
Combine with Design Templates: For maximum automation, pair a Pricing Template with a matching Design Template.