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

Pricing

Method Proposals

28/month

Featured In

#5

Best Proposal Software for Consulting Firms (2026)

Best for 10–30 person consulting firms that want a tool purpose-built around consulting engagement structures.