Socket

Customising your practice settings, inviting team members, editing communication, adding testimonials, setting your branding and more!

Your Practice Settings

Notify additional users or mailboxes when events happen in Socket

Team Wide Notifications

Referral Program

How to setup and use Pricing and Design Proposal Templates

Pricing and Design Proposal Templates

How to configure Socket to send proposal emails from your own practice email domain.

Sending Emails from a Custom Address

Automatically send gentle email nudges to clients who haven’t signed yet

Proposal and Engagement Letter Reminders

Learn how to upload your digital signature in Socket and use dynamic tags to insert it into proposals, engagement letters, and other documents — no printing or scanning required.

Adding Your Digital Signature in Socket

Dynamic tags let you personalise proposals, engagement letters and templates in Socket. Insert placeholders like client name or signature that automatically populate when documents are generated.

Using Dynamic Tags in Socket

How ensure that Proposals and Engagement Letters are sent for internal approval before being sent to a client.

Approval Workflows

Rich Nicolson

Amy Mall

Simon Evans

Practice Settings

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About Socket

Find answers and get help from Intercom Support and Community Experts

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