{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/06e4ed525d724e94861e9d9a76d41fd7\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/06e4ed525d724e94861e9d9a76d41fd7-eb90b76d3d478ed0.gif","duration":268.26,"title":"Managing Proposals with Socket Integration","description":"This Loom demonstrates the new socket integration for managing proposals and automatically creating related records in your system. The presenter shows how to connect via API key from settings, then view free proposals in the socket account, add a proposal, and map it to clients and services in Sodium. When services are not already set up, the user can create them by importing from a library so pricing and frequency are applied, and billing can also be set up automatically if enabled. The Loom also covers mapping proposals to existing clients or importing clients in bulk, and how additional company details are pulled automatically based on company name when importing."}