Welcome to the My Templates section of your Wethos Account. Streamline your work by saving the scopes that best fit your business for future use.

The Scopes section of My Templates is a Wethos Pro ⚡ ️ feature that allows you to create, edit, and save the scopes you created or choose your favorites from the Wethos’ Scope of Work Templates.

You will be able to save scopes to your templates if you have upgraded to Wethos Pro ⚡. If you're a new Wethos Pro ⚡ user and haven’t added any templates yet, we’ll help you get started by showing curated suggestions based on your business profile. These templates are designed to help you activate and personalize your account right away. You can add these directly to your library by selecting Save These Templates or create your own by selecting Add My Own.

This article will show you the steps for…..

Once you’ve created your first project, you’ll be able to one-click save that project to My Templates for future use. Just click the add library icon, and it’ll instantly save to your library:

With Wethos Pro ⚡, you’ll have unlimited access to our entire library of templated scopes of work with pricing recommendations from other freelancers to help you raise your rates.

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.).

Once you have selected the template you’d like to use, select “Save to My Templates,” and you will see your new saved scope template in My Templates for future use.

With Wethos Pro ⚡, you can create and customize your own scope from scratch to make it easier to build your projects with all the information that fits your business needs.

Choose the create “From Scratch” option to begin. Then, input all the necessary information for your scope, including Template Name, phases, services, and price.

Instantly add any service from your library or Wethos’ Library to your scope template.

All your work is autosaved as you make any changes, so you can rest easy knowing that you can exit the page anytime and all your work will have been saved.

Once you are sure all the information you need is ready, select “done,” and your template will be saved to My Templates. Edit any saved template at any time and update your library as you grow your business. You will also be able to save projects you have recently worked on if you haven’t done so already.

If you are a Wethos Starter🌱user and want to take full advantage of the Wethos Scope Library or build out your own personal scope templates, you can upgrade to Wethos Pro⚡️ at any time by going to your Account Settings, or by selecting the “Upgrade to Pro'' at the bottom of your navigation menu.

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, creating proposals for your business just got a lot easier with Wethos AI-Generated Proposals. This functionality blends the magic of AI-powered data with our unique structure for detailed proposals that build trust to win over clients for your next pitch. 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.

We're happy to help! Contact us at [email protected]