With Wethos proposals, you can create comprehensive project outlines, define scopes of work, set budgets, and seamlessly share them with clients for approval. From managing templates and setting up payment schedules to collecting e-signatures, proposals help you cover every step of the project setup process.
This article will show you how to:
Create a proposal
So you are ready to create a proposal for your project, that’s great!
Check out our Proposal demo video here, or you can also follow the detailed instructions below.
There are several ways to create a proposal in Wethos, depending on where you are on the platform. Here are the main entry points:
1. From the Global Create Button
Click the Create button at the top of any page.
Select New Project and follow the steps to set up your project, including entering the project name, client information, and budget details.
After completing the project setup, the platform will automatically guide you to create a proposal for your new project. This ensures the proposal is linked to your project seamlessly.
2. From the Projects Page
For New Projects: Follow the same process as above—create a new project first. After completing the project setup, you’ll be prompted to create the proposal for your project.
For Existing Projects: Click Edit Proposal to access and modify the proposal associated with that project.
3. From a Wethos Template
Browse through the Templates Library to find a Wethos template that fits your needs.
Hover over the template and click on “Use in a Proposal” to start customizing it for your client
4. From My Templates (For Wethos Pro⚡️ Users)
Use My Templates to create a proposal directly from saved scopes, services, or terms.
This feature allows you to reuse and customize content from your library.
As a Wethos Starter 🌱 user, you will be able to create one project either from a template or from scratch.
Wethos Pro⚡️ users have unlimited access to all of the features Wethos offers, including creating unlimited projects and proposals. Learn more about the different features that Wethos Pro⚡️ has to offer HERE.
Customizing Your Proposal
Branding
Adding your branding makes proposals feel like an extension of your business. You can add a brand name and logo that will appear on the proposal, giving it a professional and personalized look.
For Wethos Pro⚡️ users, additional branding options are available:
Custom Colors: Select a color to reflect your brand's unique identity. This color will be applied consistently across your proposals and invoices.
Custom Fonts: Choose a font that aligns with your brand for a cohesive, professional appearance.
Project Goals
The Project Goals section lets you outline the main objectives of your project. You can toggle this section on or off depending on your needs. If left empty, it will automatically turn off to keep the proposal clean.
Price by Phase or Service
You can now adjust phase totals directly in the proposal editor. Changes will automatically update service prices within that phase for seamless planning.
Hover over a phase total to reveal the editable field
Click the field to edit. Changes to the phase total will automatically update the service prices.
Custom Text Blocks
Personalize your proposals with custom text sections. Add as many text blocks as you need to include extra details or unique project requirements.
Click + Add Text Block to create a new section.
Enter a title (up to 50 characters) and description for the text block.
Hover over the text block to access options for editing, duplicating, or deleting.
Streamlined Hover States: Hover over phases, services, or text blocks to quickly edit, duplicate, or delete them. These enhancements make managing your proposals smoother than ever.
Scope of Work
The Scope of Work is where you define the phases and services of your project. You can organize your work into phases, assign services to each phase, and include their prices and other details.
Adding Services to Your Scope
There are multiple ways to add services to your project’s scope:
From Scratch
Click Add Service within a phase to manually create a new service.
Enter the service name, price, and any additional details.
From Wethos Templates (For Wethos Pro⚡️ Users)
Access pre-built services in the Wethos Templates Library.
Select services that match your project’s needs and add them to your scope.
From Your Saved Templates (For Wethos Pro⚡️ Users)
Use My Templates to add services, phases, or terms that you’ve saved from previous projects.
This option allows you to quickly reuse content while keeping your work consistent.
Customizing the Scope of Work
Show/Hide Service Prices and Phase Totals
Use the checkboxes next to the Scope of Work header to toggle Show Service Prices and Show Phase Totals on or off:Hidden service prices appear briefly on hover for reference.
Phase totals, displayed at the bottom of each phase, remain fully hidden until re-enabled.
Quick Editing Options
Hover over any service or phase to reveal quick actions for editing, duplicating, or deleting items. This streamlined workflow makes it easy to adjust your scope without navigating multiple menus.
You can always add services to “My Library” to make it easier to find them later and add the services that best fit your business needs directly into your proposal.
When you create a new service, you'll be prompted to add important information such as your service name, price, and a service description. When crafting your service description, feel free to include any pertinent details about your offering. 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.
As a Wethos Pro ⚡ user, you also have the ability to create fully built-out proposals in seconds using the Wethos AI proposal generator. This functionality blends the magic of AI-powered data with our unique structure for detailed proposals to create a fully built, and fully editable, proposal template with all of the accompanying scope and services that you can save for later use in other projects.
Payment Schedule
Break down the cost of your proposal into a personalized payment plan tailored for your client. Along with a custom payment schedule, you can also secure a deposit before starting the work, so you'll have both commitment from your client and peace of mind.
When you toggle on this option, an invoice will automatically be created with the details you put into this section. Select “add payment” to include additional payments for your payment schedule and then simply select the date you want the invoice to be sent out and we’ll do the rest for you!
Once your client signs your proposal, the invoices will be automatically sent to them on the scheduled dates. Keep in mind that once your invoice has been paid, you will not be able to make any updates to it.
You can be sure that the invoices you send out will cover the complete cost of your project with the invoice calculator in this section. Learn more about how you can add deposits and create a custom payment schedule for your proposals in our step-by-step Help Center article.
Contract Terms
The Contract Terms section allows you to outline important agreements and expectations for your project, ensuring that all parties are aligned before signing. This section is fully customizable to suit your project’s unique needs.
Adding Contract Terms
You can add or edit contract terms in several ways:
From Scratch
Add a contract term from scratch and type directly to create and edit terms specific to your project.
From Your Library (For Wethos Pro⚡️ Users)
Access saved terms from your Library. Select terms you’ve previously saved and insert them directly into your proposal for consistency across projects.
AI Assistance
Use the built-in AI tool to generate contract terms tailored to your project. This feature saves time by creating professional, legally sound terms that you can review and adjust as needed.
Customizing Contract Terms
Contract Terms Improvements: Add terms from your library or use AI suggestions to create professional agreements quickly.
Hover over the Contract Terms section to reveal editing options. You can quickly add, modify, or delete terms to ensure they are accurate and relevant.
Use formatting tools to enhance readability and emphasize key clauses.
Sending and Collecting E-Signatures
Once you’ve finalized your proposal, send it to your client for their review and signature. Before sending, you can preview the proposal and use the Test Signature Flow feature to see the signing process from your client’s perspective. This way, you can confirm that everything appears correctly.
If changes are needed after the proposal has been signed, you can create a new version while retaining a record of the original signed proposal. This allows you to make updates without losing the original agreement.
Managing Your Template Library (For Wethos Pro⚡️ Users)
Wethos Pro⚡️ users now have an improved experience when managing templates in the proposal editor. When you open the template library in the proposal editor, you can manage your saved services more efficiently.
Search and Add: You can search for services using the search bar with the prompt, "Search your Services Library."
Add to Scope: Easily add services to your proposal scope by clicking Add to Scope. Once added, the button will change to Add Again, allowing you to quickly reuse the service.
My Templates Library Recommendations
In addition to your saved templates, a new Library Recommendations section helps you find services that are already part of your proposal but not yet saved to your personal library.
You can save individual services to your library by clicking Save to Library.
If you have fewer than 50 services in the proposal, you’ll see a Save All button, which allows you to save all the listed services to your library at once.
Additional Tips and Notes
Client Contact Management: If you haven’t added a client contact yet, you’ll see a + Add Recipient option in the “To:” field, which lets you quickly create and select client contacts.
Accepted Section: The Accepted field always displays in the editor for visibility, showing when the proposal has been signed.
Project Price and Header Information: In the editor header, you’ll now see your project name in the center, with a tag indicating whether you’re in Editing or Preview mode. If the project total is nonzero, it will also appear alongside the project name, making it easy to spot key details.
With these options, Wethos Proposals are designed to streamline your project planning and approval process. Take advantage of these features to create, manage, and share your proposals with clients confidently. Let us know if you have any questions—we’re here to help!
Want to elevate your business and create more proposals for potential clients? Share your Lead Form link on social media, in email signatures, or across your professional network. Check out our Help Center article and learn more about how you can share the Wethos Project Lead Form.
Check out the Wethos Blog and learn more about the story “Behind the Feature - User Experience Best Practices.”
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Still have questions? We're happy to help!
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