Socket
Proposals: Win more work with less effort
Build branded digital proposals a client can easily understand, use quick set-up tools and templates or draft with AI
Turn your proposals into profit-winning client experiences
First impressions matter. PDFs were designed for printing, not proposals. Ditch inflexible static PDFs and build interactive proposals that showcase your brand and value, simplify acceptance, and keep pricing under control.
One streamlined tool designed by and for accounting and bookkeeping practices
Socket's proposal software brings together the essentials of winning work - presentation, pricing, scope, and reliability - into one streamlined tool. Our proposal builder is easy to use, you can even build proposals with the client present, and get one signature for everything with embedded engagement letters.
And you don't have to start from a blank page - Socket's AI agent can generate a draft proposal from a call transcript or your meeting notes, picking out what the client needs and matching the right services from your list, so you can send while the deal's still warm.
✔️ Fully branded, interactive client-facing proposals
✔️ Reliable and professional client delivery
✔️ Offer flexible options and upsells
✔️ Make adjustments without breaking your workflow
Other products & services
Pricing: Price with clarity and your margins
Get consistent pricing so the whole team can price proposals, with flexible price drivers and automated price monitoring
Leads: Convert enquiries into clients
Automate inbound enquiries to land in Socket, track progress, add notes and assign tasks, and convert into proposals
Engagement Letters: Legally sound letters signed fast
Send legally sound, version-controlled templates signed digitally with the proposal in a one-signature approval flow
Forms: One place for every client form
Build branded forms to capture leads and onboard clients in the same place your proposals already live.
Billing: Get paid without the manual overhead
Move away from repeating invoices with billing integrations, and capture direct debits in the proposal approval flow
Price Monitoring: Stop absorbing your clients' rising costs
Upload your latest data, see where proposals have fallen behind, then bulk-update pricing and notify clients in moments.
TaxScout: Every tax deadline, every balance, one screen
Connect to Government Gateway and pull client CT, PAYE, SA, and VAT data into a dashboard for quick payment reminders.