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 have better things to do than chase follow ups. With Method Proposals, clients can approve, sign, and pay in one place. Everything stays connected to QuickBooks, and notifications keep your team on top of what is signed, paid, and still outstanding.

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 entries or errors. Proposals turn into invoices and payments with a click.

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

4.7/5

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Your process. Your terms. Your way.

Instant proposals and engagement letters

Method lets you create winning proposals and close deals faster. With Method Proposals, send estimates, engagement letters, and other professional proposal 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

Learn more

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

Talk to our team

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.

Workers loading boxes into a van with a trolley.

SUCCESS, SIMPLIFIED

Teams succeed with Method

Method keeps your sales, billing, and customer relationship management connected.

Accounting & finance teams: Keep QuickBooks accurate, use permissions for controlled access, get every team member up to speed with smooth onboarding, and generate reports with relevant metrics.

Small business owners: Stay on brand with proposal templates, quickly send and track proposals and invoices, and manage customer info.

Professional services firms: Automate recurring work and billing, monitor client accounts, and stay on top of approvals and payments with synced data.

Freelancers & consultants: Send polished proposals, accept online payments, and follow up automatically.

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 work for you, like proposal creation or sales orders, and cut the extras. 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 CRM FAQs

Sign up for a 14-day free trial of Method Proposals to see how proposal management 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 sync in real time, keeping your accounting software accurate.

A CRM system acts as a single source of truth, keeping client info, opportunities, and past proposals in one place. Proposal generation becomes faster and more accurate, with fewer errors or duplicates. A centralized workflow also creates a more user-friendly experience, giving your team a clear, intuitive view of every proposal for smoother collaboration.

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.

Method Proposals supports business development by managing proposals at a key stage of the customer lifecycle, helping teams move from approved quotes into invoicing and downstream workflows with QuickBooks connected.

Method Proposals helps optimize the user experience by making it easy to create, send, and approve proposals online, reducing friction for both internal teams and customers while speeding up the sales process.