Create QuickBooks estimates anytime and anywhere
Estimates created in Method:CRM sync seamlessly to QuickBooks, saving you from the hassle of double data entry.
How will using the Estimates app in Method help my business?
Empower your team to close sales sooner
Give your sales reps the freedom to create estimates without needing access to QuickBooks. The sooner you can provide a customer with an estimate, the more likely you are to close the deal.
Create estimates on the go
Your QuickBooks file may live at the office, but you sure don’t. Use the Method mobile app to create and update estimates from wherever your work takes you — the changes will sync to QuickBooks automatically
Store estimates for leads outside of QuickBooks
Keep QuickBooks organized by creating estimates for leads in Method. When you close a sale, convert the estimate to an invoice with the click of a button, then watch the data sync instantly to QuickBooks.