At Wethos, we believe in empowering freelancers, creative studios, and small agencies to grow and scale by streamlining their proposal and invoicing workflows. Whether you’re a solopreneur or part of a team, Wethos gives you the tools you need to manage your projects, build professional proposals and invoices, while working alone or with a team—all in one place.

How Does Wethos Work?

Wethos is an all-in-one platform designed to help freelancers, small studios, and agencies streamline their workflow. With Wethos, you can:

Create Professional Proposals: Build detailed proposals using our easy-to-use proposal editor. You can also leverage our Community Templates to quickly pull in customizable scopes of work and contract terms to move faster and leverage best practices from the commnuity.
Send Payable Invoices: Build and send payment schedules and invoices to clients in seconds using our invoice builder. You can add payment methods like Venmo, PayPal, bank transfer, and more to give your client the flexibility on how to easily pay you.
Pre-Built Project and Invoice Reports: Stay on top of your business with custom reports automatically generated for your business. Track your project and invoice pipelines, understand what projects drive the most value, and see your current and future cashflow all within a single dashboard.
Access a Powerful Template Library: As a Wethos Pro ⚡ user, you’ll have unlimited access to our extensive library of pre-built scopes, services, and contract terms. You will also be able to build out your own library for yourself or your team to create consistency and scale more efficiently.

Advanced AI Features: Take advantage of Wethos’ AI generator to create detailed proposals, contract terms, and templates in a matter of seconds, helping you scale your business with the power of AI.

Need more info? Learn more about all you can do with Wethos below.

Who is Wethos For?

Wethos is designed for freelancers, small studios, and agencies looking to scale their business and improve efficiency in managing projects. If you work in any of the following fields, Wethos can help you:

Creative Services (e.g., design, marketing, branding, writing)
Development (e.g., web development, software development)
Consulting (e.g., business consulting, strategy, growth)
Production (e.g., video, photography, project management)
And many more!

What Can You Do on Wethos?

Here’s a quick overview of Wethos’ key features:

Dashboard

Your Dashboard is the central hub of your Wethos account, offering a high-level view of your business. Every time you log in, you'll land on the Dashboard, which is designed to help you:

Organize Your Pipeline: See where your projects and proposals stand and keep your business workflows moving.
Track Key Metrics: Stay updated on important business data at a glance, such as active projects and invoices.
Receive Important Updates: View notifications and updates to stay on top of your business without needing to dive into every tab.

The Dashboard is your one-stop shop for managing your workflow and keeping your business on track. For more details, check out our Beginner’s Guide to Navigating Wethos.

Projects & Proposals

The Projects & Proposals tab is your home for everything related to your client work. Here’s what you can do:

Create and manage projects.
Draft and send proposals, including detailed Scopes of Work and contract terms.
Keep all project-related details, proposals, and invoices organized in one place.

Learn more about managing your projects and proposals in our Projects Page Help Article.

Invoices

The Invoices page is where you manage your billing and payments. You can:

Create and send invoices to your clients.
Track payment statuses for every invoice.
Record payments received and maintain an overview of your earnings.

For more information on Invoices, visit our Invoices Page Help Article.

Clients

The Clients page helps you keep all your client information organized. Here you can:

Save client details like names, email addresses, and notes.
View past projects, proposals, and invoices associated with each client.
Manage your client and contractor network in one place.

Learn how to manage your clients in our Managing Your List of Clients Article.

My Templates

The My Templates tab allows you to save and organize the scopes, services, and contract terms you use most. With Wethos Pro ⚡, you can:

Create your own templates.
Save frequently used templates from past projects.
Access templates anytime to speed up proposal creation.

For more details, check out the My Templates - Scope Templates Help Article.

Community Templates

The Community Templates section is your gateway to Wethos’ library of templates created by freelancers and agencies in the community. You can:

Explore pre-built Scopes of Work, Services, and Contract Terms.
Filter templates based on industry, project type, or service.
Use templates to create new projects or save them to your library.

Dive into the details in our Access Wethos’ Services Library.

Plans Available

Wethos offers three subscription plans to fit your needs:

Wethos Starter 🌱: Perfect for individuals who are just getting started. With this plan, you’ll have access to essential tools for managing a project and creating unlimited invoices.
Wethos Pro ⚡️: Unlock advanced features, including unlimited projects and proposals with payable invoices. You can also access templates for scopes, services, and contract terms. Pro is our most popular plan for individuals and small studios.
Wethos Team 🏢: Designed for multi-member teams and small agencies, the Team plan offers all the features of Wethos Pro, along with additional collaboration tools, advanced project management features, and team-based templates to help you scale.

Why Wethos?

Wethos makes it easy for freelancers and small businesses to take control of their project workflows, increase efficiency, and scale their operations. With its intuitive design and powerful features, Wethos saves you time on administrative tasks, allowing you to focus on delivering great results for your clients.

Getting Started with Wethos

Ready to jump in? Create an account today and start exploring all the ways Wethos can help grow your business. If you have any questions, check out our Help Center or reach out to our support team for assistance.

Get Started

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Still have questions? We're happy to help!