Method Proposals
Professional proposals and e-signatures synced with QuickBooks
Founded
N/A
Starting Price
28
Category
CPQ & Proposals
Company Size
All Sizes
Last updated October 7, 2026
About Method Proposals
Method Proposals is a cloud-based proposal automation solution built for QuickBooks and Xero users. It lets you create, send, and track professional proposals, engagement letters, and estimates that clients can review, approve, and e-sign online from any device. Every accepted proposal syncs back to QuickBooks in real time, eliminating double-entry. It includes private customer portals, recurring billing options, payment gateway integration, and branded proposal templates.
Pros & Cons
Pros
- Real-time two-way sync with QuickBooks and Xero eliminates manual data entry
- Clients can review, approve, and e-sign proposals from any device via secure portal
- Customizable branded templates with terms, conditions, and messaging
- Supports recurring billing setup directly within proposal workflow
- Integrates with payment gateways so clients can pay immediately on acceptance
Cons
- Primarily designed for QuickBooks/Xero users—less useful without those integrations
- Proposals feature is part of the broader Method CRM platform, not a fully standalone product
- Pricing bundled with Method CRM plans may feel expensive for proposal-only needs
- Limited design flexibility compared to dedicated proposal tools like Proposify or Qwilr
Pricing
Method Proposals
28/month
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