Proposal building
Build proposals with a unified editor, modular inputs, client signatures, custom branding, and reusable sections so project scopes do not have to be rebuilt from scratch.
Wethos
ReclamarWethos is an all-in-one platform for freelancers, creative studios, and small agencies to create proposals, send invoices, collaborate with teammates, and manage client work.
Overview
Wethos is an all-in-one business platform for freelancers, creative studios, and small agencies. It combines proposal creation, invoicing, payment scheduling, template libraries, collaboration, and analytics so users can manage client work in one workflow.
The product is designed to help independents scope projects, present proposals, collect client approval, and move into invoicing without switching between separate tools. The site also highlights Wethos AI for generating proposals and a team-oriented plan for multi-member studios and agencies.
Core features
Invoicing and payment schedules
Turn proposals into invoices, schedule invoices in advance, secure deposits, and send payment reminders to support the full proposal-to-payment flow.
Template libraries
Save services, contracts, and proposal components as templates, including 400+ proposal templates with project phases, services, and pricing guidance.
AI proposal generation
Use Wethos AI to generate customizable proposals from client needs, reducing the time needed to draft a starting point.
Analytics and project insights
Track project status, proposal payments, invoice progress, and business-level metrics with project overviews and analytics pages.
Team collaboration
Work with teammates through collaborative proposal and invoice management, shared templates, and centralized pipeline data.
Common use cases
Independent client work
Freelancers can create proposals from templates, customize scopes and pricing, and send invoices from the same workspace once the client approves the work.
Studio operations
Creative studios can standardize repeatable services with reusable template libraries and team-wide proposal management when multiple people contribute to a project.
Agency collaboration
Small agencies can coordinate proposals, invoices, and centralized data across several team members, especially when they need shared visibility into project status.
Faster proposal drafting
Users who want to draft quickly can start from community-sourced templates or generate a proposal with Wethos AI, then refine the details before sending it out.
Scheduled billing
Projects with deposits or milestone billing can use scheduled payment plans and invoice reminders to keep the proposal-to-payment process organized.
Pros and Cons
Pros
- Combines proposals, invoices, payments, collaboration, and analytics in one place.
- Includes reusable templates and proposal pricing guidance to speed up drafting.
- Supports automated payment schedules, deposits, and reminders for invoicing.
- Offers a free Starter plan with no credit card required.
- Provides team-oriented features for studios and agencies that need shared workflows.
Cons
- The source does not provide a full integrations list or confirm connections to specific accounting or workflow tools.
- Some advanced features are limited to paid plans, and the pricing page notes that Pro and Team require an upgrade from the free Starter plan.
FAQ
What is Wethos?
Wethos is an all-in-one platform for freelancers, creative studios, and small agencies to create proposals, send invoices, collaborate with teammates, and manage related workflow steps in one place.
Does Wethos offer a free plan?
The pricing page shows a free Starter plan, with paid Pro and Team plans for users who need more advanced proposal, invoicing, and collaboration features.
What workflows does Wethos cover?
Wethos combines proposal building, invoicing, payment scheduling, templates, and team collaboration so users can move from scope to payment without switching tabs.
What integrations are supported?
The source does not list a full integrations directory. It does mention payment options such as PayPal, Stripe, and bank transfer on the invoicing page.
Can teams use Wethos together?
Wethos supports team usage through its Team plan, which includes collaborative proposal and invoice management, team-wide templates, and multiple seats.
Quick Facts
- Category
- Proposal and invoicing software
- Primary users
- Freelancers, creative studios, and small agencies
- Source domain
- wethos.co
- Pricing
- Free Starter plan; paid Pro and Team plans
- Key workflow
- Proposal to invoice to payment
- Notable capability
- Wethos AI proposal generation