--- title: "Wethos Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Wethos the right Billing and Invoicing solution for you? Explore 74 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/10008731/Wethos/reviews/" page_type: "reviews" language: "en" --- Wethos 4.7 (74) [View alternatives](https://www.capterra.com/p/10008731/Wethos/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated July 31st, 2026 # Reviews of Wethos Ease of use 4.7 Customer Service 4.8 ## Pros and Cons in Reviews Dayam A Digital MarketerMarketing and Advertising, 11 - 50 employeesUsed the software for: Less than 6 months. “The user-friendly interface allows me to create and send proposals quickly, manage invoices with ease, and collaborate with team members efficiently.“ August 22, 2024 TM Tom M ManagerComputer Software, Self-employedUsed the software for: I used a free trial. “The main drawback I found with Wethos was that there are limited customization options for project templates.“ September 11, 2024 Dayam A Digital MarketerMarketing and Advertising, 11 - 50 employeesUsed the software for: Less than 6 months. “The ability to handle proposals, invoices, and team communication in one place has been a game-changer for my business. Despite some minor areas for improvement, Wethos has proven to be an invaluable tool.“ August 22, 2024 CK Chelsea K Marketing Manager - OwnerMarketing and Advertising, Self-employedUsed the software for: 1-2 years. “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.“ June 19, 2023 Dayam A Digital MarketerMarketing and Advertising, 11 - 50 employeesUsed the software for: Less than 6 months. “Wethos excels in integrating proposals, invoicing, and team management into one streamlined platform.“ August 22, 2024 JF Jason F SEO and Growth ConsultantMarketing and Advertising, Self-employedUsed the software for: 1-2 years. “The invoicing tool is pretty basic and leaves a lot to be desired.“ July 9, 2024 Dayam A Digital MarketerMarketing and Advertising, 11 - 50 employeesUsed the software for: Less than 6 months. “It effectively consolidates multiple functions into a single platform, making project management much more efficient.“ August 22, 2024 JF Jason F SEO and Growth ConsultantMarketing and Advertising, Self-employedUsed the software for: 1-2 years. “Another challenge I have is dealing with multi-currency.“ July 9, 2024 ## Showing most helpful reviews Showing 1-25 of 74 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Yelle B. Co-founder & Brand Strategist Marketing and Advertising Used the software for: 2+ years ### "The Right Balance of Easy & Flexible" July 28, 2023 5.0 Pros Wethos didn't take me long to set up. That's easy, yet it's not too basic. The platform gives me enough options to customize my experience. It's flexible, but not too bulky. I love making my invoices on Wethos because they look professional and they look the same every time! I also love chatting with the Wethos team because they are always looking for ways to improve and support their customers. Cons When I was running my creative agency, Wethos was not robust enough at the time. I was looking for a platform that had both proposals with 2-way signatures and invoicing and Wethos has not yet offered that. Over the years, they have integrated features like this. As a freelancer or smaller agency owner, the Wethos of today is enough. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) I setup my creative agency on Dubsado. When I left to freelance I switched back to Wethos because it's much easier to setup and it feels sleeker. I don't need all the robust Dubsado features when working for myself. Review Source VR Verified Reviewer CEO Marketing and Advertising Used the software for: 1-2 years ### "Templates are the key reason to use Wethos" June 16, 2023 5.0 I loved it. It helped me more from a process standpoint because I would just give these flat fees and not think about the ENTIRE scope which hurt me and the clients greatly. Pros I loved the templates and the billing breakdown. Cons I don’t want to abandon my existing payment workflow. I also never was able to “connect” with other people within the platform to help me build a team whic made me think that feature was broken. Plus I also ended up doing all of the work in a project myself. I would prefer if line items were tied to a Task, not a Role, especially for solopreneurs or those who couldn’t find someone else to parse projects out to within Wethos. Alternatives considered [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Reason for choosing Wethos Because Hubspot doesn’t let me price for flat fees and then recurring fees in the same proposal and show how payments would happen over time. Switched from [Square Online](https://www.capterra.com/p/275800/Square-Online/) I needed help with estimates. I hadn’t figured out that part and Wethos did. Review Source TM Tom M. Manager Computer Software Used the software for: I used a free trial ### "Great for Freelancers but Could Use More Customization" September 11, 2024 3.0 Overall, my experience with Wethos has been positive. It's a great platform for freelancers and small teams looking to manage their finances and proposals in one place. It's simple, effective, and designed with freelancers in mind, but there's still room for growth in terms of customization and integrations. Pros What I liked most about Wethos was its ease of use and how quickly I could set up my projects. The platform is very user-friendly, and the templates made creating proposals and managing finances effortless. The focus on freelancers was a great fit for my business. Cons The main drawback I found with Wethos was that there are limited customization options for project templates. Additionally, the integrations with other tools could be more extensive to streamline workflow further. Review Source VR Verified Reviewer Marketing Sales Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Freelance Marketing Contract in Minutes--no lawyer" June 3, 2024 5.0 Surprisingly easy! I didn't have any contracts or anything like that for my freelance business before Wethos. It made me look super professional to a new client who ended up signing and paying me through Wethos same day. Pros I thought the process to setting up a Wethos account was easy and I was about to get out a statement of work, contract that required signatures, and a way to collect my intital deposit within a 1 hour. I really liked how Wethos seemed to be tailored to my profession--project-based marketing--from UX to graphics to sales decks. All those choices were already built in that I could easily drag and drop to my needs. Cons The wording for some of the AI provided contract sections were not great, so I copied and pasted the Wethos text into Chatgpt and explained what I needed to be tailored more to me and my needs and that worked. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Docusign](https://www.capterra.com/p/121506/Docusign/) Reason for choosing Wethos It seemed more geared for marketing freelance professionals and better for my level of use. Review Source Jose-Andres C. Founder Marketing and Advertising Used the software for: Less than 6 months ### "Easy to use tool for small businesses" July 15, 2024 5.0 Loving it so far. Will continue using it Pros Price, ease-of-use, scalability, dashboards Cons Sometimes it could be a little buggy. Sometimes I need to hit refresh to see my changes reflected Alternatives considered [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Reason for choosing Wethos They had an article with a list of social media statement of work templates Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Needed to work from a template quickly and found one from a quick Google search Review Source KG Kevin G. Student project Computer Software Used the software for: Less than 6 months ### "Wethos, top tier software" April 11, 2025 5.0 I used wethos for a project proposal and it was incredible. This software is so versatile in the way you can put a proposal, contract and payment plan in one place Pros Wethos is user friendly! When I used this for my project I was able to navigate so easily with its tour function. Overall and incredible software Cons I actually love everything about it. Maybe the response time from the team but they were very friendly and always got back to me as soon as possible. Review Source AB Alex B. Software Developer Computer Software Used the software for: I used a free trial ### "Gets the job done" December 23, 2024 4.0 So far Wethos is doing everything I need it to, and despite the cons I listed I'm getting what I need done done. So I'm not out here complaining about a free product. It works, thank you. Pros I'm able to make invoices and the free version has everything I need. Cons When I add a line item there is a price and quantity field. I expected the site to do the math for me, but I end up just writing the total. So if the description is "Hours worked" and the Quantity is "5", and in the price field I write "$20", I was expecting the invoice to list itself costing $100. I could be missing information about how to use the software, or what I should be including in the boxes, but that's my thoughts. Also, when I email the invoice to someone I'd rather them receive a pdf invoice instead of a link to the invoice. (maybe that's a premium feature and I'm in the free version?) Review Source MY Melissa Y. Copywriter Marketing and Advertising Used the software for: 1-2 years ### "Your go to for freelancer tools, templates, and invoicing" January 14, 2025 5.0 Pros It's super user friendly, also provides a lot of useful tools for freelancers like invoicing and SOW templates. Cons Was hoping for a free trial of the Pro. I just logged back in after a long hiatus of not freelancing and saw a pop up on my screen saying Pro access was given to me until the end of the year only to see that the offer expires end of 2023. Review Source WJ Wendy J. Owner Internet Used the software for: Less than 6 months ### "Big time-saver for a new, one-person agency! " December 4, 2024 5.0 My experience was very positive. I provide SEO services, content marketing, digital marketing and content creation and found nearly everything I needed to send one of my first proposals out to a potential client. Bonus: I won the client! Pros Very easy to use and the templates are plug-and-play. Saved me tons of time as a newbie breaking out on my own. Cons There's a bit of a learning curve trying to navigate all of the information, templates and tools. But once I figured it out, this service was a huge time-saver for me. It also gave me ideas for services I hadn't considered. Review Source KH Kenya H. Fractional COO Environmental Services Used the software for: 6-12 months ### "Infinite use with Wethos" November 28, 2024 5.0 My experience has been great. I am able turn things around quickly and effortlessly. Pros The ease of use and flexibility it offers to generate proposals and turn them into to revenue. Cons There's not much I don't like. I would like to see some integration functionality like building projects into tools like Zoho. Review Source TB Tasha B. CEO Media Production Used the software for: 1-2 years ### "Wethos has been an invaluable tool for me." June 16, 2023 5.0 My overall experience was great. Wethos has allowed me to scale my business with fewer headaches and hassles. I'm able to focus on the things that matter most: creating amazing content for my clients. I highly recommend it to anyone looking for an all-in-one solution for their business. Wethos has been an invaluable tool for me. I'm able to access all the features I need in one place and get more done in less time. With Wethos, I've grown my business easily. Pros The best thing about Wethos is that it serves as a dashboard for everything I need for my media production business. I can manage my projects, collaborate with my team, and keep track of my finances all in one place. It's been a lifesaver in helping me stay organized and efficient. Review Source KW Kimberly W. Consultant Professional Training & Coaching Used the software for: 6-12 months ### "Wethos is Awesome!" June 16, 2023 5.0 Pros Proposal management and pricing was critical to helping me to streamline my services and manage projects. I dreaded creating proposals from scratch, but with Wethos the client onboarding process is a lot easier. Cons Wethos is very user-friendly. I don't have any issues navigating the platform. Review Source AS Amanda S. Owner Marketing and Advertising Used the software for: 6-12 months ### "Awesome for independent freelancers" June 26, 2023 5.0 I started using Wethos and was able to move away from an expensive alternative. I've been so happy and recommend it to all others in my position. Pros So easy to use as well as aesthetically pleasing. Wethos has everything I need for proposals, contracts, and invoicing. Cons I had a hiccup with editing my services and learning how it changes them in other areas, but just a bit of ramp-up to learn how things are integrated and work in this system. Thankfully it wasn't a big deal but I would recommend saving an uneditable copy of proposals and descriptions just in case. Switched from [Qwilr](https://www.capterra.com/p/143254/Qwilr/) Price and functionality/features I needed Review Source AC Andrea C. Visual Designer Graphic Design Used the software for: I used a free trial ### "A filthy provo has an opinion" August 11, 2023 5.0 Pretty good! I think you guys did a good job in providing an all-in-one freelance service that looks clean and provides what experience and inexperienced freelancers actually want. Pros The modular format of creating contracts and invoices makes the experience really easy. Forces users to streamline their process and take things one step at time. Cons Free version limitations are a lil too limiting. I would be open to larger cuts into my transactions if it means I have access to more resources. Alternatives considered [Flowlu](https://www.capterra.com/p/166656/FLowlu/) Reason for choosing Wethos Really the contracting. Review Source RM Ramon M. CEO Human Resources Used the software for: I used a free trial ### "Wethos gives your company the professionalism it needs" August 5, 2024 5.0 Still playing around with the software and discovering the many features. But overall, the experience is very positive. Pros It makes tracking projects and invoices very easy. Plus, the AI saves us much time and makes the company look professional and tech savvy. Cons Nothing for now. Everything is polished and intuitive. Review Source BB Bryanna B. Editor/Writer Writing and Editing Used the software for: Less than 6 months ### "On its way to being very useful" June 19, 2023 4.0 Pros I really appreciated the variety of scopes/templates available, as well as the ease of features I could begin using as I build my freelance career. Cons I work primarily as a copy editor doing copy writing and PR on the side. I would like to see this role more defined with more templates/scopes available. I also would've appreciated a slightly more comprehensive free trial. Review Source BA Branden A. Account Manager Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Great program! Hugh k t recommended for your business!" June 17, 2023 5.0 5 out of 5. Would never use a different program now. Pros I liked that it allowed me to use different templates that were very common to what I do.I also liked that it was a very straightforward and easy to pick up on. Cons Not much at all. It was great. Truly great. Review Source TE Trenise E. Creative Director Media Production Used the software for: I used a free trial ### "I think I've found the one" July 20, 2023 5.0 Wethos is helping my booking process flow smooth Pros I like how it caters to my needs as a freelancer. Cons I'm still learning the ropes so there's nothing I like least at the moment. Review Source MG Mariel G. Contractor Construction Used the software for: 6-12 months ### "A definite MUST! " August 19, 2023 5.0 Best experienced! Have managed business perfectly Pros Business management , the structure, the accessibilities Cons I had hard time using it in the beginning Review Source MP Matthew P. Designer Design Used the software for: Less than 6 months ### "Great UX/UI Subpar Payment Clearing Timeline" July 17, 2023 3.0 Pros Wethos has easy to use and good templates and simple UX/UI design. Cons The payment process takes way too long to clear funds when your competitors can clear in 24 hours yall take 3-5 business days. Fix this it hurts your business. Review Source AW Ashley W. Director of Partnerships Marketing and Advertising Used the software for: 1-2 years ### "Review for Wethos " February 8, 2024 4.0 Pros The payment process is a great aspect to the platform. Cons The collaborators that are actively seeking projects response time can be slow. Review Source BB Brandon B. Strategist Marketing and Advertising Used the software for: 1-2 years ### "Welthos Makes proposals easier" July 9, 2024 5.0 Pros The amount of templates for job types made creating proposal creation easy. Cons Some of the job type templates we not feasible to use, however it is easy enough to tweak. Review Source LF Lauren F. Principal Consumer Goods Used the software for: I used a free trial ### "Great tool " July 10, 2023 5.0 I’m really glad that I found the tool. I found it very helpful. Pros It’s been great to have this tool for guidance on proposals for new clients. Cons It would be great to have more options for drag and drop templates. Review Source BH Billy H. Owner Marketing and Advertising Used the software for: Less than 6 months ### "No frills Proposals" June 14, 2024 4.0 Pros Awesome for getting past proposal writing block. The way they have phases and services set up FORCES you to organize your business better. Really simplified things for us. Hooked up to stripe easily too. Hopefully this will eliminate my invoicing software! Cons I wish there was a rich text editor in the body of the proposal. But I can just send in email body Review Source KS Kelly S. Owner Marketing and Advertising Used the software for: Less than 6 months ### "New User" July 23, 2023 4.0 Pros I’ve just started using Wethos and it’s already super easy to use and integrate into my processes. Cons Some features not avail in Canada and no app yet so working from my phone isn’t the easiest Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.