The “My Templates” tab on the navigation menu holds the key to making it faster and easier to build your proposals. As a Wethos Pro⚡ subscriber, you can save the services you need, whether you create them from scratch, create them using the Wethos AI Proposal generator, or choose them from Wethos’ Library of Services.

Add your own custom services to any proposal, and they'll automatically be saved in your services Templates for future use. You can price the new service or leverage Wethos' pricing recommendations.

This article will show you how to…

1. Create and Add a Custom Service

2. Add the New Service to your Scope from your Templates

Note: Only you have access to a service you create within your Wethos account. No other Studio Lead on the platform can utilize that information.

As a Wethos Pro member ⚡ you can create a new service to add to your Templates from multiple places within the platform

Add a new service from anywhere within the platform using the "create" drop-down and select "New Service."

You’ll be redirected to the My Templates tab and prompted to create your new service.

If this is your first time adding a service to your templates, select “add a service”.

You can use the “create a new service” button if you have previously added services to your templates.

Choose between creating a service from the Wethos Template Library or creating one from scratch to customize your services fully.

Need some inspiration, or can’t find what you’re looking for in Wethos’ Templates? Create a Scope using the Wethos’ AI proposal generator and save any service on the generated proposal to your library for later use. To learn more about how to save services from the proposal builder below, continue scrolling in this article.

If you want to learn how to create AI-generated proposals, check out our detailed Help Center article Create an AI-Generated Proposal. Don’t forget, any Proposal you create can also be saved to your Scope Templates.

When you’re building out a scope of work for your proposal, you’ll see the option to “Create new service.”

You'll be prompted to fill out the following information:

Note: When crafting your service description, feel free to include any pertinent details about your offering. Rest assured, there's no need to create distinct services for each step of your workflow if you prefer not to. Whether you opt for paragraphs, numbering, or bullet points, you have the flexibility to format your service description in a way that suits your preferences.

Once you finish adding all of the essential information, you will be able to save this service to your personal services templates for any future use by selecting the “save to my Templates” icon next to your service name.

Now that you’ve built out your Services Templates, you can easily add any saved services to your scope. Select the ‘add service from templates’ button to open your service templates within your scope of work. You can search for the name of the service you’re looking for in our "Templates" or find your saved services by selecting the "My Templates" option.

Choose the phase you'd like the service added to from the drop-down and select the plus sign next to the service to add the service to your scope of work.

Need to add a new custom service to your project scope? No problem! At any point, while editing your proposal, simply select "Create New Service." This will prompt you to add custom details for the service you're creating. Once you've created the service, it will automatically save as a new custom service to your Services Templates, making it easy to access and use in future projects.

*Note: if creating a project in Solo mode, you will not be prompted to enter a Role for that service. If you switch to Team mode, that service will show with the Role "Other."

Once you've filled out the details for your new service, click the check mark to save it to your scope of work.

Related articles:

_______________

Contact us at [email protected].