Integration waitlist

Walk out of the meeting with the Socket proposal already drafted

The Vinyl + Socket integration turns every discovery call into a fully-priced draft proposal — built against your own Socket service menu and pricing drivers, with a confidence score on every line. No rebuilding it line by line.

Free to join · First access for Vinyl + Socket customers

Proposals, drafted for you

Vinyl turns the services you agreed in the meeting into a structured Socket draft proposal, ready to review.

Priced by your drivers

Every line is priced against your own Socket menu and drivers — and confidence-scored, so you know what to check.

Zero re-typing

Stop rebuilding scope from memory and notes. What was said in the meeting flows straight into Socket.

The gap between yes and sent

A great scoping call shouldn't
die in your inbox

The client says yes on the call. Then the proposal sits on a to-do list for days while momentum fades — and the work of rebuilding scope falls back on you.

The proposal lag

Hours of scoping turn into a proposal you'll "write up later." By the time it goes out, the client's enthusiasm — and sometimes the deal — has cooled.

Days between "yes" and a sent proposal
Momentum lost while intent is highest
Work starts later than it should

Re-typing the scope

You agreed it all on the call — then you open a blank proposal and rebuild every service, deliverable, and price from memory and scattered notes.

Scope reconstructed from rough notes
Services and inclusions missed or misremembered
Admin time that should be billable time

Scope that drifts

What ends up in the proposal isn't quite what was discussed. Inclusions get dropped, pricing gets fuzzy, and the engagement starts on shaky footing.

Proposal doesn't match the conversation
No clear record of what was agreed
Scope creep that's hard to push back on

Vinyl + Socket customers get first access. Everyone else onboarded as the beta scales.

Run the meeting

Vinyl joins the call, transcribes the conversation and surfaces the work the client is asking for.

Click “Draft proposal”

A button on every Vinyl meeting drafts a fully-priced proposal — mapped to your Socket service menu and pricing drivers, with a confidence score on every line.

Draft lands in Socket

Open Socket, review the priced draft and tweak any line. You stay in control — nothing reaches a client until you publish it from Socket.

See it in action

A fully-priced draft proposal generated in Vinyl, ready to create in Socket

1 · Priced in VinylDrafted from the call, against your Socket service menu and pricing drivers.

The proposal created as a draft in Socket, ready to review and send

2 · Drafted in SocketOne click creates the draft in Socket — you review and send.

Illustrative — real figures come from your Socket pricing.

What you'll get

Built to turn the discovery call
into a priced proposal

The Vinyl + Socket integration connects what was said in the meeting to a fully-priced draft proposal in Socket — so winning the work doesn't mean rebuilding it line by line.

Auto-drafted proposals

Vinyl builds the Socket proposal from the agreed scope — services, inclusions, and pricing — so you start from a finished draft, not a blank page.

Priced by your own drivers

Every line is priced from your Socket menu and its drivers — invoice counts, employees, turnover band — not a generic template. With a confidence score on each one.

Scope that matches the meeting

Because the proposal is built from what was actually said, inclusions and pricing line up with the conversation — every time.

Human review, always

Vinyl and Socket draft only — never send. Every proposal is reviewed and approved by your team, and you publish it from Socket when it's ready.

A clear record of what was agreed

Every proposal traces back to the meeting it came from — so scope, inclusions, and pricing are documented and easy to stand behind.

No double entry

The scope flows from Vinyl into Socket, not your keyboard. Win the work in the meeting and skip rebuilding it afterward.

The Vinyl + Socket integration is in early access for accounting and bookkeeping firms. Socket is a trademark of its respective owner. All AI-drafted proposals are subject to mandatory human review and are published from Socket by your team — nothing is sent to a client automatically.