Templates are 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.

Access Templates from the Templates tab.

From the Templates tab, find your next go-to template to scope in seconds.

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

Hover over the Phases or Est. People to quickly view the phases and roles involved within the template.

Once you've found the template that's right for you, select the edit template button on the top right, and you'll have the option to re-name the Project and assign it to a Client.

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


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