Method Proposals - 2026 Pricing, Features, Reviews & Alternatives

Method Proposals is a comprehensive proposal automation solution designed to streamline the process of creating, sending, and managing business proposals with direct integration to QuickBooks. The platform eliminates the traditional PDF-based workflow by providing customizable proposal templates, built-in e-signatures, and client portals that facilitate faster deal closures. Method Proposals caters primarily to small and medium-sized businesses that use QuickBooks for accounting needs, particularly those in professional services, field services, construction, IT consulting, manufacturing, and wholesale industries seeking to optimize sales processes.

The system enables users to create instant proposals and engagement letters that clients can review, approve, and sign online, eliminating the need for manual follow-ups. Users can fully personalize proposals with company logos, brand colors, and specific disclaimers to maintain consistent branding. The system supports both one-off project quotes and recurring service agreements through customizable templates or built-from-scratch documents. A standout feature is the unique customer portal functionality, where clients can access all proposals, signed agreements, invoices, and transaction history in a secure location. The e-signature capability provides legally binding signatures that work across mobile and desktop devices, with the ability to automatically trigger invoice creation upon approval.

Method Proposals can be integrated deeply with QuickBooks through a two-way synchronization that ensures all data remains consistent between systems without duplicate entry. The bi-directional sync works with both QuickBooks Online and QuickBooks Desktop, allowing sales documents, estimates, and invoices to update in real-time. Beyond QuickBooks, Method Proposals connects with various third-party applications through its integration capabilities. Users can link the system with payment processors to facilitate online payments, email marketing platforms, such as Mailchimp for campaign management, eCommerce platforms to connect sales orders, and Zapier to automate workflows between Method and other business tools.