Wethos : Proposal workflows to power your business

Wethos is a comprehensive software platform designed for freelancers, small agencies, and creative studios. It centralizes key business processes such as creating proposals, managing contracts, and processing payments, ensuring seamless collaboration and efficiency. Its core features include customizable templates, AI tools for proposal and contract generation, and integrated payment systems—all aimed at boosting productivity and profitability.

What are the main features of Wethos?

Efficient Proposal Creation and Management

Wethos simplifies the proposal creation process, enabling freelancers and agencies to produce professional documents effortlessly.

• Customizable Templates: Access hundreds of pre-written templates tailored for various services and industries. Easily adapt them to your needs and save custom templates for future use.
• AI-Powered Tools: Use AI-based generators to create proposals and contracts with speed and accuracy, ensuring that your documents are both professional and comprehensive.
• Integrated Proposal to Invoice Workflow: Convert approved proposals directly into invoices, reducing administrative work and the potential for errors.

Transparent and Seamless Payment Handling

Wethos ensures that getting paid is as straightforward as delivering the work.

• Automated Invoicing and Payment Schedules: Set up recurring payment schedules and send invoices effortlessly, keeping your cash flow consistent and clients on track.
• Multiple Payment Options: Offer your clients flexibility with options like credit card, bank transfers, or peer-to-peer payments.
• Deposit Management: Secure deposits upfront, making it easier to manage cash flow and project commitments.

Data-Driven Business Insights

Gain valuable insights into your business’s performance and identify growth opportunities through built-in analytics.

• Turn-Key Analytics: Automatically track key metrics such as project profitability, service utilization, and overall business health.
• Performance Reports: Generate reports that highlight strengths and areas for improvement, helping you optimize your services and pricing strategies.
• Goal Setting and Tracking: Set revenue goals and monitor your progress with real-time analytics.

Collaboration and Talent Network

Wethos is not just for solo professionals—it supports collaborative work, making it ideal for small teams or agencies looking to expand their capabilities.

• Team Collaboration Tools: Share proposals, contracts, and templates with team members, ensuring consistent communication and document handling.
• Talent Network Access: Connect with other freelancers and contractors through Wethos’s talent network, allowing you to scale your team for larger projects.

Advanced Branding and Customization

Present a polished, professional image with Wethos’s branding capabilities.

• Client-Facing Document Customization: Personalize proposals, contracts, and invoices to reflect your brand identity, reinforcing your business’s professionalism.
• Brand-Specific Templates: Create and save brand-specific templates for recurring clients or services, ensuring a consistent experience.

Wethos is built to help independents and small agencies streamline their business processes, saving time and increasing profitability. From generating proposals to tracking payments, Wethos equips you with the tools necessary to scale your operations effectively.