Your complete proposals solution for QuickBooks

Ditch the PDFs and close deals faster with customizable proposals and built-in e-signatures.

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The all-in-one CRM and proposals tool
that connects directly to QuickBooks.

No more emailing PDFs and chasing signatures

You’ve got better things to do than send follow-ups. With Method Proposals, clients can approve, sign, and pay, all in one place.

Fits your workflow, not the other way around

Use templates or build from scratch. Whether you’re quoting for a one-off project or recurring services, it’s built to suit how you sell.

Two-way sync to QuickBooks, instantly

Quotes, invoices, and payments all live in one system. No duplicate entry or errors. Proposals turn into invoices and payments in a click.

1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

4.7/5

4.5/5

4.3/5

4.1/5

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Your process. Your terms. Your way.

Instant proposals and engagement letters

With Method Proposals, send estimates, engagement letters, and other sales documents your clients can review, approve, and sign, all online.

Customize with your logos, brand colors and disclaimers

Set up recurring billings, default terms and messaging

Get a custom setup built by our team

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FAST FOR CLIENTS, EVEN FASTER FOR YOU.

Unique customer portals

No more digging through emails. Clients can view detailed invoices, submit payments, and access customer information securely, all in one place.

View open proposals, signed agreements, and invoices

Make payments and track transaction history

Simple sign-in for new customers

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Overview of Method CRM's digital signature modal.

SIGNED. SEALED. SYNCED.

E-signatures

Cut the back-and-forth with Method’s e-signature feature. Customers can review and e-sign estimates, invoices and proposals from any device.

Legally binding e-signatures

Mobile and desktop compatible

Approvals can instantly trigger invoices

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The #1 CRM for QuickBooks

Loved by businesses just like yours

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

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All – in – one

Finally, a proposal software that connects to your workflow, not just your documents.

Tighten up your sales approval process with features like real-time QuickBooks syncing and hassle-free online payment collection.

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place.

Estimates & quotes

Create estimates, convert proposals to invoices, and maintain consistent pricing.

E-signatures & approvals

Skip the email ping-pong and get approvals faster with legally binding e-signatures.

Payments & Invoicing

Trigger invoices instantly after approval and get paid online faster.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Email marketing

Send email campaigns or connect to Mailchimp directly.

Opportunities

View all your sales opportunities in one place to never miss a deal.

Estimates

Send quick estimates with one click to close deals faster.

Invoicing

Instantly create and email invoices for quicker payments.

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Customer portals

Let customers approve estimates, access order details, and pay invoices.

Payments

Create online payment portals for customers so you can get paid faster.

Have questions? Get in touch.

Talk to our team

“We reduced total hours of work by 55%. This translates to 243 hours saved monthly by implementing Method. We allocated these now ‘free’ hours to more productive tasks like sales, activity tracking, and analytics.”

Eric Cresecioni

Director of Information Technology
Reliable Trading Inc.

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FULLY CUSTOMIZABLE

Tailor Method to match your business processes

Work with our team to build a solution customized to automate your existing processes to keep working the way you want to, just faster!

And don’t worry, Method can connect to your favorite apps too:

+ more

Select your base features

Choose the features that solve the problems you are trying to solve, like estimate creation or sales orders. Only pay for what you use!

Free customization consultation

Meet with our team to start adapting the features to your workflows, from minor customizations to scoping larger projects.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

+ more

Get Started

See what Method can do for your business

Let’s talk!

Talk to our sales experts to see how Method can work for your business and help you grow.

Talk to our team

Try Method for free!

Get started today with a free 14-day trial.

No commitment or credit card required.

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Proposal FAQs

Sign up for a 14-day free trial of Method Proposals to see how proposal automation can streamline your sales process. Customize templates, automate follow-ups, and eliminate manual data entry with seamless QuickBooks CRM Integration.

Using proposal software with QuickBooks Integration ensures accurate data sync, eliminating duplicate entries and improving efficiency in accounting workflows. It saves time, reduces errors, and simplifies converting proposals to invoices.

Method Proposals offers a bi-directional sync with QuickBooks Online and QuickBooks Desktop. All sales documents, estimates, and invoices update in real-time, ensuring your accounting software stays up-to-date without manual entries.

Method Proposals includes QuickBooks integration at no extra cost during the 14-day free trial. Pricing varies based on the level of integration and customization required for your business needs.

QuickBooks Online and QuickBooks Desktop support estimates but lack advanced proposal automation features. Method Proposals adds powerful capabilities like e-signatures, online approvals, and streamlined proposal processes.

Yes, QuickBooks Online and QuickBooks Desktop provide basic estimating tools. For more robust features like custom integrations, document automation, and converting proposals to invoices, Method Proposals offers a seamless solution.