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 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 are already a Wethos Pro user and you choose to downgrade to Wethos Starter, you will no longer have access to any of your saved scopes.

This article will show you the steps for…..

Saving from Wethos Scope Templates
Creating Your Scope Template
Create an AI-generated Scope

Screenshot of the My Templates page on Wethos showing how you can add new scopes to your library

Saving from Wethos Scope Templates:

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.).

Screenshot of Wethos Templates page with scopes, services, and contract terms to add to your library or project

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

Screenshot of a template and how you can use this to begin your project

screenshot of a newly added proposal to My templates

Creating your Own Scope Template:

Can’t find a scope that you’re looking for in the Wethos Library?

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

Screenshot of how you can create new scopes for your project

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

screenshot of how to create a new template for your scope or service

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

Screenshot of the proposal builder on how you can add services directly from your templates or Wethos' templates to your scope

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.

Screenshot of my templates page on a Wethos account with saves scope templates

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.

Screenshot of how you can upgrade your account from any page directly through the Wethos navigation menu

Create a Wethos AI-generated Scope

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.

Still have questions?

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