Amending a proposal before the client signs
If you've sent a proposal but the client hasn't signed it yet, you can pull it back to draft, make your changes, and resend it.
To do this, open the proposal and look for the Revert to Draft option. Once back in draft, you can edit services, pricing, dates, or anything else as if it were a new proposal. When you're ready, send it again as normal. The client will receive a fresh link to the updated version.
Note: if you change the proposal this way, the original link you sent the client will no longer work, so make sure you resend once you're done.
If the client has already signed
Once a proposal is signed and active, you can no longer revert it to draft. At that point you'll need to use Minor Adjustment or Full Renewal, depending on how significant the changes are. See below for guidance on both.
How to make a small adjustment to an existing Proposal or create a full renewal.
When it comes to making a minor adjustment, don't worry, we've got you covered! We've made this process super simple for you.
Once you have an active client, you'll be able to see the "Adjust/Renew" button in the "Client Details" section. Just click on the client name from the "Home" screen.
This gives you two options:
Minor Adjustment allows you make a small change, one that may not require a signature. For example if you've already had the verbal go ahead, then use this to update their fees and billing amount. You can send out confirmation but without requesting a signature.
Minor Adjustments are part of the Pro Features add-on, along with Options and Extras, bulk price changes, approval workflows, multi-entity proposals, and roles and permissions.
If you can't see Adjust/Renew, check your subscription under Practice Settings > Subscription, or see our pricing page for what each add-on includes. Full Renewal is part of your core membership and is available on every plan.
Choose Full Renewal to begin the Create a Proposal process again. This time however, you won't need to select the client and we'll have pre-populated the services for you. We'll also give you a comprehensive breakdown of any changes in this proposal, compared to the previous ⬇️
This means you can clearly see any changes to your practice revenue, helping assist with cashflow and revenue forecasting.
What happens when you make a minor adjustment
It doesn't wait for approval
A minor adjustment shows as won rather than pending, because there's no signature to wait for. It then sits there until the start date you set.
When that date arrives, the previous version is superseded and the new one takes over. You'll see it as v2 against the proposal and on the client record.
The start date controls the billing
You set a start date on the adjustment just as you would on a new proposal, and the change takes effect from then. If you swap a one-off service for an annual one, the annual billing starts from that date.
Whether the client hears about it is your choice
At the end of a minor adjustment you have two options:
Send notifies the client and shows them what has changed.
Share via link gives you a link instead. Close that window without using the link and the adjustment is applied without the client being told.
Use Share via link when you're correcting your own setup, such as a service added as a one-off that should have been annual.
⚠️ Only one adjustment can be waiting at a time. If you've made an adjustment with a future start date, you can't make another one on that proposal until the first has taken effect. If you have several changes to make to the same client, work through them in date order.
Confirming the start date after a renewal is signed
Once a renewal proposal has been signed by the client, there is one final step to complete before the old proposal is replaced.
Open the newly signed renewal proposal and click the clock icon next to the start date. This opens a confirmation prompt where you confirm the start date for the new proposal. Once you confirm, Socket will close the old proposal and activate the new one, they won't both run at the same time.
⚠️ If you skip this step, the old proposal will remain active and the renewal will sit as signed but not yet live. The old proposal will not be superseded until the start date is confirmed.