This article will show you how to:

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.

Start by creating a project: Select “create project” at the top right of the page and choose how you would like to create your project.

As a Wethos Starter user, you will be able to create one project either from a template or from scratch.

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.

Now, let’s walk through the proposal builder page and how you can include all the necessary information to send to your client.

You’ll first land on the proposal builder page, where you'll see your branding, project goals, scope of work, deposits, and contract terms.

Personalize your proposal by adding your company’s name, brand colors, and logo. If you haven’t already done so in your account settings, you can add your branding to your proposal by selecting “edit branding” at the top of your proposal builder. You can learn more about this in our detailed step-by-step Article on how to Add Your Brand.

Project Goals define the purpose of the project and share your unique approach.

As you're working through creating your proposal, you'll have the flexibility to choose whether or not to include project goals and contract terms in your final proposal. If you don't want to include them, you can toggle each section off.

Work on building your Scope and adding services by selecting from our services library or creating new services. 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.

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.

You can toggle contract terms on and off below the scope of work. Choose between adding contract terms to your proposal by generating one with the Wethos AI Contract Term generator, from your library, the Wethos library of contract terms, or creating a new contract term from scratch. Learn more about this process in the “Create Custom Contract Terms” Help Center article.

After ensuring your scope, logo, client information, payment schedule, and contract terms all look good, you can preview the client's view, download it, share your proposal with your client, or save it by going back to the project overview page.

Note: Your client information in the “TO:” section will not be visible when previewing the proposal. Your client will confirm their information when signing and accepting the proposal, and then their information will be visible in the finalized document.

Within the project overview page, you'll see a preview of your proposal, including your branding, scope, deposit, contract terms, and the proposal progress bar. Toggle between your proposal and your invoices and share them with your client whenever you are ready.

If your Proposal has not been signed yet, you will have the ability to edit these parts of your proposal by selecting “edit proposal.” However, once your proposal has been signed, you will be prompted to create a new version of your proposal. Any changes to the payment schedule that had been previously agreed upon will have to be re-verified with your clients for your invoices to be sent out as scheduled.

Once all is ready to go, the scope is checked, settings are set, payments are scheduled, and terms are included - choose to download your proposal, copy the share link, or send it directly to your client to the contact information listed on the proposal.

To send the proposal for signature, select the “share” icon at the top of the page. You will then see a couple of options pop up on how you can share this with your client.

You can either select “send as email” by adding your client’s email address directly to the page or “copy share link” to add the link to your clipboard and paste it into a message on your personal email or message to send to your client.

If you decide that you want to share the proposal with your client directly through email, you can add the email address from your client list and add any additional contacts who need a view of this information in the CC section. Be sure to separate each CCed email with a coma, when doing so each email will appear in a separate purple box.

Only the main contact in the email section will be able to sign and accept your proposal, not any CC contacts. Once your client receives their email or the share link, they will see something similar to the image below. They can select to either download the PDF or select “sign and accept.”

The “sign and accept" button can be found at the top of the page or the bottom of the page on the signature line. Both you and your client will receive an email once they've signed and accepted the proposal. After the proposal is signed and accepted, you'll also see it reflected on the proposal download.

Remember, if you choose to include a deposit for your proposal, an invoice will be automatically sent to your client when the proposal has been signed with the deposit amount.

Learn more about how to add a deposit to your proposal and the invoice that will be sent in our Help Center article.

One last thing! To keep tabs on where your client is, follow the progress bar within your proposal. You'll be able to note key information on when the proposal was created, sent, viewed, and when it’s been approved and signed.

Once your client has signed your proposal, you will not be able to make any changes or update any information on the signed proposal. However, we know that in our world you need to be able to adapt to any new information or to your client's needs, that's why we introduced proposal versioning.

If you wish to edit any of the information for your work, you can create a new version of this proposal by selecting the edit proposal button on your project's home page.

Keep in mind that any changes will not have automatic approval from your client and you will need to have the new proposal version signed by them again.

If any payments were scheduled through the payment schedule sections, they will need to be reapproved by your client for your invoices to be sent out. While your proposal is waiting for your client to sign the new updates, all scheduled invoices will go into a paused state. Once approved, the payment schedule will go back into place with any new changes. You can learn more about how to make changes to your payment schedule on a signed proposal HERE.

You can also learn more about how you can create new versions of your signed proposals by checking out our Help Center article on this HERE.

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.

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