Method Community

I have several estimate & invoice templates in QuickBooks that I would like to bring into Method. Does any one know if there is a way to import them from QB? Or if I will need to "reconstruct" them one by one in Method? Thank you,

Hi, We would like to be able to use multiple templates to print from the same module. Specifically, we would like to use 2 different estimate forms (one titled "Change Estimate" for certain clients and another titled "Proposal" for other clients). Is it possible to allow users to...

Is there a thread for users who are sharing "Templates" ? I am looking for a "Work Order" for the Pest Control Industry.

Hi, I am having some difficulties with trying to link the data from the "Customer Table" to the new design template I made for the "Default Work Order Template (Print)". I just found out why I cannot use the Customer Table as the Master Table because it will not allow me to select...

I am considering Method CRM. I've searched the forum for information about CSS templates, but I've not been able to locate information on whether I can bring my own CSS, modify the standard templates, etc. How much control over the CSS templates do I have?