Wethos

Help Center

Gemma Horn

Mario Cediel

Your complete guide to creating projects, building a winning scope, and sharing it with your client.

Projects / Proposals

Create custom services and generate recommendations with our pricing tool.

How to get pricing recommendations on Wethos

View the status of your projects and scopes.

Projects Home

Request and collect an e-signature, lock-in services, request a deposit, and include contract terms using project proposals.

Proposals

Scope work in minutes with data-backed services and templates

Scope: General Overview

Your guide to understanding the different components of a project on Wethos

What makes up a Project?

Say goodbye to spreadsheets and start taking full control of your financial planning with the Wethos Budget Tool

Using the Budget Tool

Overview

Use Wethos’ scope templates to create a proposal in minutes.

Access Wethos’ Scope Templates

Create a new Project

Learn how you can request a deposit within your proposal

Request a Deposit

Duplicate, re-use, and access your previously created scopes.

Re-use Your Past Scopes

Working alone vs. on a team changes the proposal and how it's laid out. That's why we've made it easy for you to switch back and forth.

Working Solo Vs. On a Team

Creating Your Projects & Proposals

Move a service or phase up or down within the scope.

Adjust the Position of a Phase or a Service

Incorporate client updates into your proposals

Editing Signed Proposals

Delete a Project

Editing Your Proposals

View what your client will see when you send your proposal for signature.

How Clients Sign & Accept Proposals

Effortlessly share your scopes and contract terms with anyone

Share Proposals

Adjust or switch out the main point of contact for your project scope.

Edit the Client Contact

Create a new client when creating a project.

Create a new Client

Sending Your Proposals

Wethos is not a bank.

Banking services provided by Blue Ridge Bank N.A., Member FDIC.

The Wethos Visa® Debit Card is issued by Blue Ridge Bank N.A.,

Member FDIC, pursuant to a license from VISA U.S.A. Inc.

It may be used everywhere Visa debit cards are accepted.

Find answers and get help from Intercom Support and Community Experts

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