{"id":42016,"date":"2026-06-23T15:01:07","date_gmt":"2026-06-23T19:01:07","guid":{"rendered":"https:\/\/www.method.me\/?post_type=video&#038;p=42016"},"modified":"2026-07-02T09:13:01","modified_gmt":"2026-07-02T13:13:01","slug":"workflow-workshop-build-and-send-quotes-faster-june-23","status":"publish","type":"video","link":"https:\/\/www.method.me\/videos\/workflow-workshop-build-and-send-quotes-faster-june-23\/","title":{"rendered":"Workflow Workshop: Build and Send Quotes Faster"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/1203942280?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Workflow Workshop: Build and Send Quotes Faster [June 23]\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">This session is part of our ongoing Workflow Workshop series, featuring live demos built for manufacturing and distribution teams who want to reduce manual work and fix the operational bottlenecks that come with running a QuickBooks-based business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this session, Errol and Noor walked through how Method turns quoting into a repeatable workflow \u2014 building proposals with staged billing, sending them via a branded client portal, and automatically converting accepted quotes into QuickBooks invoices without any manual follow-up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can <strong><a href=\"https:\/\/www.method.me\/workflow-workshop\/?entry_point=recording\">register for the full Workflow Workshop series here<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to turn customer and vendor relationships into your most defensible competitive advantage. Watch Method and Forwardly show you how to build systems that strengthen trust, streamline operations, and protect your business from market volatility.<\/p>\n","protected":false},"author":73,"featured_media":42098,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6735],"tags":[],"class_list":["post-42016","video","type-video","status-publish","has-post-thumbnail","hentry","category-resources"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Workflow Workshop: Build and Send Quotes Faster &#8212; Method<\/title>\n<meta name=\"description\" content=\"Watch this session of the Workflow Workshop. See how Method simplifies complex quoting workflows by automating margin calculations, enforcing discount approval rules, and tracking commissions directly on invoices from day one. Built for manufacturing and distribution teams on QuickBooks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/videos\/workflow-workshop-build-and-send-quotes-faster-june-23\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflow Workshop: Build and Send Quotes Faster &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Watch Session 1 of the Workflow Workshop. See how Method captures leads from forms, email, and manual uploads, and follows them all the way through to a paid invoice. 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