Blog

Insights, tutorials, and updates from the Socket team.

Rough notes or full transcript: AI generated proposals work with whatever you've got

How Socket's new AI proposal tool helps you save time and get proposals out the door while the deals still warm, all while generating proposal content that leads and renewals actually want to sign.

Proposals Are Living Pricing Tools Not One-Time Documents
Jonathan Gaunt
ProposalsPricingProfitability & Growth

Most proposals are priced once and never revisited. This article covers the four repricing triggers that quietly erode your margins, and the framework for fixing it.

Why We Don’t Recommend PDFs for Sales, or as Your Source of Truth

In this post, we unpack why Socket doesn’t recommend using PDFs as the main format for proposals (hint: they’re static, hard to keep in sync, and offer no visibility into client engagement) and what you gain by switching to a dynamic, online experience.

A Single Version of the Truth
Jonathan Gaunt
Proposals

How maintaining a Single Version of the Truth (SVOT) can transform businesses by improving data accuracy, efficiency, and decision-making, despite challenges in syncing and human error.

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