- Step1: Sign up for a Wethos account.
- Step2: Navigate to the proposal creation section.
- Step3: Use the available templates to create a new proposal.
- Step4: Customize the proposal with relevant details.
- Step5: Send the proposal to the client directly from the platform.
- Step6: Navigate to the invoicing section to create and send invoices.
- Step7: Use the collaboration features to add teammates or find freelancers.
- Step8: Manage ongoing projects and monitor their progress through the dashboard.