Wethos' scope of work templates is a great way to scope quickly by starting from a baseline proposal that has been executed by a Wethos team with prices vetted by varying specialists.

With Wethos Starter🌱, you’ll be able to access one fully built-out scope of work from Wethos’ template library. After that, you’ll have view-only access.

With Wethos Pro⚡️, you’ll have unlimited access to our entire library of templated scopes of work with crowdsourced pricing recommendations from other freelancers so you can raise your rates, pitch bigger projects, and expand your offerings. Save the templates that best fit your business needs to your library of templates in the Templates tab to easily find them when building your projects.

Find Wethos’ templated scopes of work under the Templates tab on the navigation menu. This will pop up the Wethos’ Templates Libraries.

When browsing the Scope Templates in the Wethos Library, users can take quick actions by hovering over a template tile.

Each of these actions is designed to streamline your experience and make using templates quicker and more efficient.

Filter your search by typing in the type of work you're doing, for example; "social media" or "website design." Use the Filters to determine the type of scope you're looking for (Marketing, Design, Web Development, Video Production, etc.).

You can hover over the Phases number to view the phases included within the template.

Upgrade to Wethos Pro to access Wethos’ crowdsourced recommended pricing.

Once you've found the scope of work template that's right for you, select the “use template” button on the top right, and you'll have the option to rename the Project and assign it to a Client.

You can also save any template to “My Templates” to use in future projects simply by selecting the “Save Template” button at the top. You can learn more about adding scopes to your Templates here.

After choosing to create a project, you'll be brought to the proposal builder, where you can edit, add services, due dates, and more to your scope as necessary.

Can’t find what you are looking for in our extensive templates library? Or need to create a detailed proposal ASAP? No worries, we’ve got you covered! As a Wethos Pro ⚡ user you can create an AI-generated proposal in a matter of seconds. The best part, you can save any proposal you create with the AI generator to use for future projects!

Check out our detailed feature video or go to our Help Center article Create an AI-Generated Proposal to learn more about this feature.

Learn more about how you can use the Wethos’ Scope Library here.

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