Method Proposals 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Method Proposals

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Pricing

Starting at $45.00 per month

About Method Proposals

Method:Proposals unifies sales, billing, and client engagement into one platform with CRM and proposals features. Built to work side-by-side with QuickBooks, it offers two-way sync in order to keep proposals, estimates, invoices, and payments stay accurate without duplicate entry or errors. The solution helps send customizable proposals, engagement letters, and estimates that clients can review, approve, e-sign, and pay online, all through branded portals. The system supports automated recurring billing, approval workflows, and more.

Method Proposals Screenshots

Method Proposals Pricing and Plans

Starting price: $45.00 per month

Free Trial

Free Version

25% off first 3 months on CRM Pro

$45.00

per user, per month

Plan includes:

Contact Management
Online portals
Lead Management
reports
Customization
QuickBooks integration
integration
Support

25% off first 3 months on CRM Enterprise

$73.00

per user, per month

Plan includes:

Customization
QuickBooks integration
integration
Contact Management
Online portals
Lead Management
Support
reports
Sales pipeline
Financial Management

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Method Proposals Features

Popular features found in Billing and Invoicing
Billing Portal
Contact Database
Customizable Invoices
Invoice Processing
Mobile Payments
Multi-Currency
Payment Processing
Quotes/Estimates
Reporting & Statistics
Tax Calculation
Time & Expense Tracking
More features of Method Proposals
API
Client Management
Client Portal
Collaboration Tools
CRM
Customizable Branding
Customizable Reports
Customizable Templates
Document Management
Financial Management
Invoice Creation
Invoice History
Master Data Management
Online Invoicing
Proposal Generation
Real-Time Data
Templates
Third-Party Integrations