Method:Proposals
6 articles
What is Method:Proposals?Automate your engagement letter process with Method:Proposals. Create a proposal within Method and sync transactions with QuickBooks.
Proposals App PreferencesPreferences for the Proposals app.
Create a Proposal in the Proposals AppAutomate your engagement letter process.
View and Edit a ProposalManaging your proposal after it's sent.
Editing your payment method for a ProposalHow to change a proposal's payment method via your customer portal.
Create an Engagement Letter TemplateHow to create your own template for your engagement letters.