Socket

Creating and Sending a Proposal 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

Amy Mall

Simon Evans

Proposals

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About Socket

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