The implementation of Wethos is designed to be quick, intuitive, and self-guided, allowing freelancers and small agencies to get started in under an hour, with full setup typically completed within 1–2 days, depending on team size and customization needs.
Step-by-Step Implementation Process:
Create an Account Sign up using email or Google. Verification is required to activate features like invoicing and proposals.
Access the Dashboard After login, users land on the dashboard, which provides a high-level overview of business metrics, project pipelines, and invoices.
Set Up Branding Add your business name, logo, brand colors, and fonts. These elements are applied to all client-facing documents. Pro users get advanced branding options.
Explore Templates Browse over 1,000 pre-built templates for scopes of work, services, and contract terms. These can be filtered by industry and edited to suit your needs.
Create Your First Project Use a template or start from scratch. Define project goals, deliverables, pricing, and timelines.
Generate Proposal (Optional AI) Wethos Pro users can use the AI Proposal Generator to create detailed proposals instantly. These are broken into phases and services and are fully editable.
Set Up Invoicing Convert proposals into invoices, schedule payments, and enable reminders. Multiple payment options are supported.
Invite Teammates (Optional) For collaborative projects, invite team members, assign roles, and manage shared templates.
Finalize and Send Share proposals via email or link, collect e-signatures, and begin project execution.
Estimated Timeframe:
Basic setup: 15–30 minutes
Full setup with branding, templates, and first project: 1–3 hours
Team onboarding and advanced features: 1–2 days.
Customisation
Wethos is highly customizable, especially for users on the Pro and Team plans. Here are the key customization features:
1. Branding Customization
Add your business name, logo, brand colors, and fonts.
These elements are applied to proposals, invoices, and contracts for a professional look.
2. Custom Services
Create services from scratch or modify existing ones.
Define service name, description, pricing, role, and quantity.
Save services to your personal template library for reuse.
3. Custom Scopes of Work
Build scopes tailored to your business model.
Include multiple phases, deliverables, and pricing structures.
Save scopes to your library for future use.
4. Proposal Customization
Customize project goals, payment schedules, contract terms, and section visibility.
Generate proposals in any language (e.g., Arabic, Spanish) using AI.
5. Pricing Flexibility
Set default pricing or use community-sourced pricing recommendations.
Adjust rates per project or service.
6. Team Collaboration
Assign roles and permissions.
Share templates and manage collaborative projects.
7. AI-Driven Personalization
Wethos AI adapts to user input and generates tailored proposals.
AI-generated contracts can be customized to match project specifics.
Additional Costs
Wethos is designed to be cost-transparent and accessible, with no setup fees, no maintenance charges, and no hidden support costs.
Starter Plan: Free forever. Includes basic invoicing, branding, and one active project. No credit card required.
Pro Plan: $15/month or $144/year ($12/month billed annually). Includes unlimited projects, advanced invoicing, customizable templates, and pricing intelligence.
Team Plan: $75/month or $576/year ($48/month billed annually). Includes all Pro features plus team collaboration tools and three admin seats. Additional admin seats cost $8/month each.
Support: Included in all plans. Users can access the Help Center, email support, and onboarding resources at no extra cost.
There are no onboarding or implementation fees, and users can upgrade, downgrade, or cancel their plans at any time.
Training
Wethos provides a comprehensive onboarding experience and ongoing support through multiple channels:
Help Center: A rich library of articles covering setup, proposals, invoicing, templates, analytics, and team management.
Getting Started Guides: Step-by-step instructions for setting up your studio, creating your first project, and using templates effectively.
Video Tutorials: Short videos walk users through key features like branding, team setup, and proposal creation.
Email Support: Users can contact [email protected] for personalized assistance.
Team Onboarding: For Team plan users, Wethos offers guidance on setting up collaborative workflows, template libraries, and payment systems.
Training is self-paced, and most users can get fully onboarded within a few hours.
Security Measures
Wethos takes data security seriously and implements several best practices to protect user information:
Two-Factor Authentication (2FA): Recommended for all users to prevent unauthorized access.
Strong Password Enforcement: Users are encouraged to use complex, unique passwords and refrain from reusing them across platforms.
Secure Platform Access: Users are advised to only log in via the official Wethos domain (teams.wethos.co) and avoid suspicious links.
Data Transparency: Users can request a copy of their data or have it deleted from Wethos and associated third-party services within 30 days.
Privacy Policy Compliance: Wethos collects only necessary personal information and uses secure third-party services for payment processing and identity verification.
These measures ensure that user data is protected, accessible, and removable upon request.
Updates
Wethos releases feature updates and improvements regularly, typically on a monthly or quarterly basis. These updates include new templates, dashboard enhancements, analytics tools, and improvements to the proposal and invoicing systems.
Recent updates have included:
A redesigned Analytics Page for better business insights
Enhanced Projects Page with status tracking and performance metrics
New Invoice Page features, including payment history and visual charts
Monthly additions to the Scope, Services, and Contract Templates Library
Filters like “Recently Added” and “Top Templates for You” to improve template discovery.
Updates are managed through the Wethos Help Center and What's New on Wethos page, where users can track new features and improvements.
Data Ownership and Portability
Wethos maintains a transparent and user-first data policy. Users retain full ownership of their data and have the right to access or delete it at any time.
Key points:
You can request a copy of your data by emailing support. It will be delivered as a PDF within 30 days.
You can also request data deletion, including removal from Wethos and any third-party services.
Wethos collects only essential personal information (e.g., registration details, payment info, usage data) and complies with privacy standards.
Communications and account-related documents are delivered electronically, and users can opt out at any time.
This ensures users have control over their data and can move or remove it as needed.
Scaling Up / Down
Wethos offers flexible subscription plans that allow users to scale up or down based on their business needs:
Upgrade or Downgrade Anytime: Users can switch between Starter, Pro, and Team plans directly from their account settings. Changes take effect at the end of the current billing cycle.
Team Expansion: The Team plan includes three admin seats by default. Additional seats can be added for $8/month per seat, allowing studios to grow without friction.
Pause or Cancel: Users can pause or cancel their subscription without penalties. After cancellation, accounts revert to the free Starter tier.
Annual vs Monthly Billing: Users can toggle between monthly and annual billing to optimize costs.
This scalability makes Wethos ideal for freelancers starting solo and growing into collaborative studios or agencies.
The terms & conditions for contract renewal and cancellation
Wethos offers flexible subscription terms with user-friendly policies for renewal and cancellation:
Contract Renewal
Subscriptions (monthly or annual) automatically renew unless canceled by the user.
Users can manage their subscription settings directly from their account dashboard.
Upgrades or downgrades between plans (e.g., Starter, Pro, Team) can be made at any time, with changes taking effect at the end of the billing cycle.
Cancellation Terms
Users can cancel their subscription at any time without penalties.
Upon cancellation, the account reverts to the free Starter plan, retaining access to basic features.
For contracts created within the platform, Wethos provides AI-generated cancellation clauses. For example:
If a client cancels a contract early, the freelancer may retain a non-refundable cancellation fee (e.g., a percentage of the total contract value).
Contracts may include terms that protect against scope creep, missed payments, or misuse of deliverables.
Custom Contract Terms
Wethos Pro users can create and save custom contract terms or use templates from the Wethos library.
These terms can include clauses for renewal, termination, confidentiality, liability, and intellectual property.
Users can also generate contract terms using Wethos’ AI Contract Generator, which allows full customization.
Compliance
Wethos follows industry-standard security and privacy practices, though it does not explicitly list certifications like SOC 2 or ISO 27001. However, it demonstrates compliance with key principles through the following:
Data Ownership & Portability
Users retain full ownership of their data.
They can request a copy of their data or have it deleted from Wethos and associated third-party services within 30 days.
GDPR Awareness
Wethos provides templates and scopes of work for GDPR compliance consulting, indicating awareness and support for data protection standards relevant to EU users.
Security Best Practices
Strong password enforcement and two-factor authentication (2FA) are recommended.
Users are advised to avoid phishing links and only log in via the official domain (teams.wethos.co).
Wethos never asks for login credentials via email or chat, and suspicious activity may trigger password resets for protection.
Privacy Policy & Terms of Service
Wethos maintains a clear Privacy Policy and Terms of Service that outline user rights, data usage, and legal protections.
