What is Method:Proposals?

Automate your engagement letter process with Method:Proposals. Create a proposal within Method:CRM and sync transactions with QuickBooks.

Updated over a week ago

"In an ideal world I would send a proposal through the CRM, transfer details from the proposal to the engagement letter, and send the engagement through the CRM, customers would accept via e-signature, and this would take them to a screen where they can pay and sign up for monthly autopay. I can’t find a CRM that can do this."

The Proposals App program will automate the process of getting your customers to receive and accept engagement letters.

Once accepted, you can set up recurring invoices, as well as recurring payments if you have a payment gateway added.

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