Wethos

Introduction to the Projects Overview Tab within a project

Project Overview Page

Help Center

Nateisha Campbell

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

Get a comprehensive view of your project pipeline, active project status, and revenue on the Projects Page

Projects Page

Request and collect an e-signature, lock in services, create a payment schedule 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

How to control and manage the data for your projects and projects page graphs

Managing your Projects Page Data

Overview

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

Access Wethos’ Scope Templates

A step-by-step guide to creating your proposal with the new AI-generated proposal tool

Create an AI-Generated Proposal

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

Step-by-step guide on how to include a discount in a proposal

Adding a Discount to Your Proposal

A detailed breakdown of Wethos’ payment scheduling feature

Payment Scheduling

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

What happens to your project and your payment schedule if you need to make any changes to your proposal

New Proposal Version - Payment Schedule

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 Your Proposals

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

Editing Your Client's Information

Create a new client when creating a project.

Create a new Client from the Projects Page

Sending Your Proposals

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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