Method Community

The following updates are now live for users of Method New Features / Updates Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991) Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911) Fixes Email Campaign- Fixed an issue where campaigns were ...

Thanks for confirming. We will continue with the process of creating our own PDF using the API data. Regards

Unfortunately, you cannot print the Estimate using the API. For your workflow, you can create an Estimate via API but printing won't be possible today. 

The following updates are now live for users of Method New Features / Updates Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992) Proposals - Added a save button for new functionality. (PL-44786) Proposals - Excluded the 'Completed' status from proposals in ...

The following updates are now live for users of Method Fixes Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998) Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859) Regards, Harman

The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated emails to be categorized as marketing. (PL-45019) Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Activities, Invoices, Work Orders, Cases, Opportunities). ...

I believe that, from within Method, we can create an estimate, print it and then save that file to the job so it would then be available from the API. What I am looking to do is to complete the process from the API without the need to login into Method. Can you confirm this is possible? Thanks!

Hi Greg, Absolutely! We do have a dedicated endpoint that can assist you in achieving your goal. You can find detailed information and instructions in our API Documentation. Simply follow this link: API Documentation This documentation will guide you through the process and provide all the necessary resources. If you have any further ...

Is it possible to either download the PDF Estimate directly or retrieve a link to download the PDF Estimate via the API?

The following updates are now live for users of Method Fixes Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844) Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. ...