When using Bulk Adjustments, there are 2 main steps.
Step 1: Adjust your Pricing Menu
Update your prices first, which is covered in our Bulk Adjust Pricing in Socket guide.
⚠️ A bulk adjustment moves proposals onto the new menu as a whole. You can exclude whole proposals, but you can't pick which of your price changes gets applied.
So if you have changed several prices in the menu and only want one of them to reach existing clients, do that change on its own and run the bulk adjustment for it before making your other changes.
If the menu already holds several changes, use a minor adjustment on each client instead, with a custom process on the service you want to change.
Step 2: Apply the pricing change to affected proposals in bulk
Watch our Loom run through or follow the steps below.
Creating the Bulk Adjustment
For pricing changes to multiple clients with active proposals*, use Bulk Adjustments to move these clients on to your new pricing, so you don't need to update each proposal yourself.
Go to the Proposals page, click the three dots at the top right and select Bulk Adjustment.
Give it a clear name and description, like "Inflationary Increase" or "Software Price Update".
Proposals In Scope picks up active proposals that started on or before the month you choose. If there are clients who've recently signed or have already been updated, you can exclude them from this price change. Starting Month is when the adjustments take effect.
In the example below, picking November 2026 includes any active proposals that started in or before November 2026, and the new pricing takes effect from December 2026. The window also shows which pricing menu the adjustment will use.
Once you've selected the dates, click Find Proposals To Adjust. You'll then see a list of proposals within this date range.
*Proposals imported from another system are excluded from bulk adjustments. You'll be told on screen how many were excluded.
⚠️ "No proposals found"
If Socket tells you there are no proposals in scope, work through these in order.
You have already adjusted them. If you have run a bulk adjustment for these clients once, they are already on the new pricing and will not be picked up again. Check your proposals for draft minor adjustments waiting to be finalised before starting over.
Your scope date is too early. The date means proposals that started on or before it, so a date in the past picks up your oldest clients and excludes recent ones. If most of your proposals started in the last few months, pick a date after they started, not before.
Your new pricing isn't published yet. The adjustment works from a published menu. A future dated menu still needs publishing to become Active, so check yours isn't sitting as a draft.
The services you changed aren't on those proposals. Only proposals containing the service lines you actually changed are picked up. If you only changed your Xero recharge prices, only clients paying for Xero through you will appear.
The proposals were imported. Proposals brought in from another system are excluded from bulk adjustments.
Selecting Client Proposals to Exclude
At this point you can review the list of proposals and exclude any it doesn't apply to. Tick the proposals you don't want to adjust. They turn red and their pricing stays unchanged.
Most proposals can be updated automatically, with Socket applying the price changes to each one.
"Pricing needs to be fixed manually"
Some proposals may show a warning triangle with a message that the pricing needs fixing manually. This doesn't mean you have to rebuild the proposal yourself.
Click the warning icon and Socket will let you migrate the pricing there and then, inside the bulk adjustment.
The warning appears where something about that service has changed between the old menu and the new one, so Socket can't match it up on its own. Usually that means the service has been renamed, removed, or its drivers have changed. Clicking through lets you tell Socket what it should now map to.
Work through the warnings rather than cancelling out of the adjustment. Cancelling part way through leaves some clients adjusted and some not, and starting again will not pick up the ones already done.
Some clients may also have bespoke pricing agreements that shouldn't be affected by this adjustment. You can deal with those on the next screen.
Once you've chosen the proposals that need the new pricing, click Draft Minor Adjustments and Socket will start migrating them to the pricing menu that applies from the bulk adjustment's start date.
Reviewing the Adjustments
From this page you can take a proposal out of the bulk adjustment to Handle Manually, for clients you'd rather deal with one at a time.
Click the three dots beside the proposal and select Handle Manually. This removes that proposal and leaves the rest for you to carry on with.
Where a line on a proposal has been lifted to a service's minimum fee, that row shows a minimum fee icon beside its tick, and the tooltip names the service.
The New Total, Old Total and Change figures at the top show the effect on your monthly revenue. When you're happy, click Next Step to finalise the bulk adjustment and choose how to notify clients.
Finalising and Notifying Clients about the Price Changes
Choose how you want to involve clients in the minor adjustments.
No Email updates client proposals without sending a notification, and the new pricing takes effect from the start date. This suits small adjustments, or changes you've already discussed with clients directly.
Email + Change Summary asks clients to review a summary of the changes, with no signature needed. You can edit the Proposal Introduction here for every proposal in the bulk adjustment. It's the wording clients see when they open the link in the email.
Additional Customisation lets you hide or show the line prices for each service, and choose how the proposal lines are displayed: Detailed, Title Only, or by Section. Settings chosen here override your practice settings.
When you're ready, click Finalise and Send. It can take up to 10 minutes. You can leave the page and come back to check progress, and you'll be notified once it's complete.
