Method

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

What is Method:Proposals?

Proposals App Preferences

Create a Proposal in the Proposals App

View and Edit a Proposal

How to change a proposal's payment method via your customer portal.

Editing your payment method for a Proposal

How to create your own template for your engagement letters.

Create an Engagement Letter Template

Method:Proposals

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