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Features

Socket has a whole suite of tools to save you time and streamline your client journey, from tracking leads to signing proposals, and beyond into repricing and renewals.

Watch the video demo or read below to see more of what Socket can do for you ...

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PROPOSALS THAT

Win More

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  • Beautiful proposals with your own branding, testimonials, videos and PDF attachments
  • Land higher value deals with Options and Extras
  • Close faster with automated proposal reminders
screenshot mockup of Socket proposal options. Comparison of three service plans labeled Standard, With the Books, and Full Finance Function.
Screenshot mockup of Socket minor adjustments, showing service charges update with sections Streamline your Purchases, Payroll with Precision marked as new, and Projects marked as removed.
HELP YOUR PRACTICE

Stay Profitable

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  • Keep prices aligned with costs with Price Monitoring
  • Easily apply mid period adjustments
  • Roll out global pricing updates in minutes
GET AHEAD WITH

Easy Engagement Letters

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  • Easily embed Letters of Engagement for approval alongside the proposal  
  • Bring your own or use Socket’s curated templates to quickly get started
  • Save time with a dynamically generated schedule of services based on the proposal.
Digital engagement letter from Socket showing sections for Introduction, Contacting Us, and Period of Engagement with a signature box and acceptance checkbox at the bottom.
Circular workflow diagram with a plus sign in the center, showing steps: Simple integrated billing, Monitor your profitability, Make easy adjustments, and Automatically update your systems.
GET PAID

Transform your Billing Workflow

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  • Get paid without the hassle with integrated billing
  • Track billing changes automatically with easy adjustments and reporting
  • No need to pre-schedule drafts, use repeating invoices, or manual updates in Xero or QBO
BUILD YOUR ECOSYSTEM

Workflow Automation

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Start putting your proposal data to good use - Socket supports an open ecosystem and integrates with popular tools in accounting and bookkeeping workflows. Can't see your favourite yet? We're always adding more…

We also have an API, you can read our docs here!

Logos of producs that integrate with Socket: Xero, Dext, Xama, Zapier, Karbon, Slack and GoCardless

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