ClientPoint vs Wethos: Which is a better fit?

Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding. The analytics is unmatched and extremely helpful.

I hope no one else in my industry buys this so I can use it to kick there ass.

This product is awesome - the 4 star rating in the "ease of use" isn't the software's problem its the operator (me). THANKS for a quality software and training.

You gotta be crazy if you're not using this for your business.

It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.

Connie C

Director Of Business Development

I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit.

From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.

The software is a bit difficult to maneuver and clunky.

I like that this allows me to present my creative work in a professional way. Having a starting point for communicating scope and setting expectations in the contract is great.

I was disappointed that Wethos converted into a paid platform, but I understand why.

I loved how easy it was to craft a proposal and send to my potential client. It was helpful to have a template to guide what should be in there, including contract terms.

The biggest feature Wethos is missing falls under the CRM umbrella, where Wethos does not have automated emails built into the tool to schedule emails based on specific triggers in advance.

The templates with recommended estimates are AMAZING, helping you create a fair proposal and top tier market value.

The cost of the platform might not justify the value for some users, especially if they only use a limited number of features.

I love the ease, pre-built proposal and service templates, the interface, the ability to offer even more services , and the affordable.

It hard to say, maybe not allowing us to customize the estimate domain.