Socket

How to create and send a proposal in Socket, step by step: choosing a client with Companies House lookup, selecting services and pricing, customising the introduction and signature options, previewing,…

Creating and Sending a Proposal in Socket

How to use Socket's AI Proposal Generator to turn a call transcript or rough notes into a draft proposal. Covers where to find it, what to feed it, the review…

Generating Proposals with AI in Socket

Understanding proposal statuses in Socket and what happens after the Proposal has been signed

Won & Active Proposals

Using the Minor Adjustment and Full Renewal features in Socket to amend Active Proposals

Proposal Renewals or Adjustment

Setting up and using Proposal Options - Enabling your prospects to chose their preferred pricing.

Proposal Options

This guide covers how to use extras in socket.  It will show how to add extras and also how clients will see extras added onto proposals.

Using Proposal Extras in Socket

Combine Options and Extras in Socket to give clients clear packages plus flexible add-ons to boosting revenue and client choice.

Using Options and Extras Together in Socket

Use Pricing Templates with Extras in Socket to standardise proposals while giving clients flexibility to add optional services.

Using Pricing Templates and Extras Together

Learn how to efficiently send a proposal to multiple users on Socket. Streamline your outreach and save time with our step-by-step guide

Sending a Proposal to Multiple Users

How to use Socket's Price Monitoring and Minor Adjustments to monitor and adjust your passed on client software fees.

Handling Software Price Changes in Active Client Proposals

Learn how to create multi-entity proposals in Socket to manage multiple companies or individuals under one agreement. Perfect for group structures, directors, or clients with several entities needing one proposal…

Creating Multi-Entity Proposals

Learn how to apply a discount to individual services on a Socket proposal. Add percentage or fixed amount discounts from the services screen, include an explanation, and review updated pricing…

Applying a Discount on a Proposal

How custom processes work in Socket: the Allow Custom Process setting on your pricing menu, and how to manually add a flat fee or hourly rate adjustment to a service…

Adding a Custom Process to a Proposal

How to add additional contacts to proposals and enable a multiple signature approval flow.

Multi-Signatory Proposals

Amy Mall

Si Evans

Proposals

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