Behind the Feature: Why Invoices with Proposals Embedded Streamline Freelance Business Operations

Behind the feature written by: Gemma Horn (Director of Product Operations @ Wethos)

Understanding the Problem: Creating invoices is closely aligned with the proposal and contract aligned on with the client, yet most tools treat them as disparate documents.

As a freelancer, you know that your time is your most valuable asset.  You're all about delivering top-notch work to your clients, and anything that can simplify your day-to-day operations and give you more creative breathing room is a total game-changer. That's the driving force behind Wethos’ invoice builder — an integrated system that not only saves you time but also streamlines your entire invoicing process.

Let's take a step back and dive into why we embarked on this journey in the first place. We know that for many freelancers, one of the biggest pain points is the disconnect between proposals and invoices. You pour your heart and soul into crafting those detailed proposals—carefully outlining services, descriptions, and prices. But then what happens next? That valuable proposal often ends up sitting in one digital corner while you grapple with creating invoices manually, re-entering data, and ensuring everything aligns correctly.

We recognized this opportunity to help freelancers like you streamline your operations and gain more control over your precious time. Our mission was clear: to build a seamless bridge between your creative expertise and the administrative aspects of your freelance journey.

The Integrated System: Streamlining Your Workflow

Our platform is where the magic begins. We wanted you to experience the pure ease and empowerment of an integrated system that genuinely works for your freelance business. No more juggling tabs or bouncing between platforms to scope out work, send proposals, or create invoices. With Wethos, it all comes together in one place, harmoniously.

By integrating the process of crafting invoices with your proposals, we aimed to eliminate the need for tedious manual data transfers. The result? More of your time is freed from administrative tasks, giving you the opportunity to shine even brighter in your creative element.

Conclusion: Flexible and smart invoicing.

We understand that invoicing should never feel like a complicated puzzle. That's why we took it a step further and created a flexible and robust invoicing tool that seamlessly integrates with your project proposals. We wanted you to experience quick reference and effortless navigation.

With just a few clicks, you can effortlessly transform a blank invoice into a professional one that's intricately tied back to your scope and proposal. At Wethos, we're committed to ensuring that you always receive fair compensation for your dedicated work. No more worries about scope creep or misunderstandings.

In conclusion, our decision to build invoices with embedded proposals was driven by our unwavering commitment to streamlining your operations and simplifying the invoicing process. We firmly believe that every freelancer deserves quick and efficient processes that not only save time but also minimize administrative tasks. With our integrated system, you can harness the power of an all-in-one solution while ensuring you're always compensated fairly for the work you've done.

Learn more about the operational influences behind Wethos product strategy.

✨ AI-Generated Proposals, The Future of Proposal Creation from Anay Gupta (Software Engineer) and Claire Humphreys (CPO)

🛒 Why Our Proposal Builder is Built like an E-Comm Experience from Kristin Hodgkinson (Lead Product Manager)

⚖️ Balancing Optionality & Rigidity in Product Design from Noah Neustadt (Lead Product Designer)