Workflow Workshop: The Ins and Outs of Estimates and Proposals
This is a session in our weekly Workflow Workshop series where businesses learn how to streamline sales, operations, customer management, and payments with Method.
This week, Errol and Matas break down the difference between estimates and proposals and explain how to choose the right approach based on deal complexity, sales volume, and customer needs. They demonstrate how to create QuickBooks-synced estimates for fast, repeatable sales and build more detailed proposals with customizable services and terms, recurring billing, expiration dates, branded templates, e-signatures, and online payments through a secure customer portal. You’ll also see how Method’s API can connect with AI to surface outstanding proposals, summarize customer context, recommend next steps, and update proposal records.
You can register for the full Workflow Workshop series here.
