Socket

Socket

Socket Digital Limited
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About

Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.

About

Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales professionals that want an AI solution to send proposals automatically

Audience

Accounting and bookkeeping practices that need proposal, pricing, onboarding, billing, and scope management tools to grow profitably

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per month
Free Version
Free Trial

Pricing

$13.52 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docue.AI
United States
docue.ai/

Company Information

Socket Digital Limited
Founded: 2023
United Kingdom
www.usesocket.com

Alternatives

AgencyPitch

AgencyPitch

GrahAI Systems

Alternatives

QuoteRobot.com

QuoteRobot.com

QuoteRobot

Categories

Categories

Integrations

Adfin
ClickUp
Cliénta
Dropbox
GoCardless
Google Drive
Microsoft SharePoint
Notion
QuickBooks Online
Slack
Xero
Zapier

Integrations

Adfin
ClickUp
Cliénta
Dropbox
GoCardless
Google Drive
Microsoft SharePoint
Notion
QuickBooks Online
Slack
Xero
Zapier
Claim Docue.AI and update features and information
Claim Docue.AI and update features and information
Claim Socket and update features and information
Claim Socket and update features and information