QuickBooks Proposals

(1,600 5-star ratings)

Electronic signatures for QuickBooks proposals

Looking for DocuSign for QuickBooks or wondering if QuickBooks has electronic signature support?
Create business proposals, engagement letters, and letter templates for QuickBooks Online—then send and sign them without DocuSign or file downloads and uploads.

Connect QuickBooks after signup to securely sync your real business data and start exploring Method CRM.

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Dedicated onboarding specialist
No credit card required
Free hour 1:1 workflow customization

18,000+ teams on QuickBooks Online & Desktop trust Method to keep their books and sales in sync.

1,600+

Five-star ratings on Capterra & G2

18k+

Businesses run their day on Method

14yrs

Built around QuickBooks since 2010

2-way

Real-time sync with QuickBooks Online & Desktop

invoicing features

Everything you need to bill faster, built around QuickBooks

From line items to signatures to invoice follow-ups, these QuickBooks invoicing features help cut repetitive billing tasks.

Convert quotes
to invoices

Turn an approved estimate or sales order straight into an invoice, synced to QuickBooks the moment you save it.

Set up recurring
invoices

Service contracts and repeat jobs stay on schedule. Set the cadence once and Method handles the rest.

Send batch invoices
at once

Bill multiple customers in a single pass instead of opening each invoice one at a time.

Collect e-signatures
and approvals

Customers approve estimates and invoices online — no printing, scanning, or chasing signatures over email.

Stop working around QuickBooks

Your team needs more than imports, exports, and spreadsheet fixes.

QuickBooks keeps your accounting accurate. But sales, operations, and customer work happen somewhere else — in Excel, email threads, and disconnected apps.

Method gives your team a connected CRM built around QuickBooks, so customer activity, invoices, payments, and workflow updates stay aligned.

See it in action

Sales sees context

Customer, estimate, invoice, and payment context — without making everyone work directly in QuickBooks.

Accounting stays accurate

Sync customer and transaction data so finance never chases missing details or cleans up duplicate entries.

Workflows fit your process

Customize the steps, fields, approvals, and handoffs your business actually uses — not a  rigid template.

Teams move faster

Connect the dots from customer request to invoice so work keeps moving across sales, ops, and accounting.

beyond import & export

When QuickBooks import tools aren’t enough.

Importers move data. They don’t solve the bigger problem: your team still tracks follow-ups, approvals, orders, and customer updates outside the system.

Method connects the work around QuickBooks — so your team spends less time copying data and more time moving the business forward.

Without Method

Manual CSV imports each week
Sales lives in spreadsheets
Duplicate customer records
Email-thread approvals

With Method

Real-time 2-way sync
One source of truth
Customizable workflows
Customer portal & e-sign

Replace duplicate entry with one connected workflow.

Method connects directly to QuickBooks at no extra cost, keeping customer information, invoices, payments, and updates accurate across both systems. Your team can manage customer relationships and workflows in Method without duplicate data entry, changing accounting records unintentionally, or requiring direct access to QuickBooks.

Try Method for free