# Wethos Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/10008731/Wethos/reviews --- Wethos 4.7 (74) 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 March 13th, 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 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 JF Jason F. SEO and Growth Consultant Marketing and Advertising Used the software for: 1-2 years ### "Best proposal workflow tool for freelancers" July 9, 2024 4.0 Overall, I am happy with Wethos. You can't beat the price point and the support is best in class. The invoicing tool is pretty basic and leaves a lot to be desired. In general, I find that Wethos is very much set-up to support project based clients and I haven't fully unlocked how to best use it for recurring retainer clients. Another challenge I have is dealing with multi-currency. Half my clients are in the US and half are outside, billed in CAD or EUR. Wethos doesn't support this, so all my financial data in Wethos is kinda useless. At the end of the day, I rely a lot on Wethos to run and grow my business. I am logged in almost every day and for $9/mo it gives me almost everything I need for proposals and invoices. Pros Wethos' proposals workflow is by far the best part of the product. I use it for scoping and pitching all my client projects and securing signatures. Creative invoices from scopes in Proposals is also super handy and the automated workflows built in make my life easier. Cons There's some general bugginess with the platform. I'm often on chat with support (which is A+ by the way! Shoutout to Mario!) to report bugs or resolve issues. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) I wanted something more automated and scalable 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 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 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 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 Dayam A. Digital Marketer Marketing and Advertising Used the software for: Less than 6 months ### "Efficient All-In-One Tool for Freelancers and Teams" August 22, 2024 5.0 My overall experience with Wethos has been very positive. It effectively consolidates multiple functions into a single platform, making project management much more efficient. 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. Pros Wethos excels in integrating proposals, invoicing, and team management into one streamlined platform. The user-friendly interface allows me to create and send proposals quickly, manage invoices with ease, and collaborate with team members efficiently. The platform's all-in-one approach simplifies my workflow and saves valuable time. Cons While Wethos is a great tool, it could benefit from more advanced reporting features and additional integrations with other software tools. Some aspects of the user interface might also require a learning curve for new users. Improving these areas could enhance the overall user experience 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 JS Jessica S. Support Consumer Services Used the software for: I used a free trial ### "Valuable Tool" August 1, 2024 5.0 Suitability depends on individual needs and preferences. Pros Wethos appears to offer a promising solution for many. Cons The cost of the platform might not justify the value for some users, especially if they only use a limited number of features. 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 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 PR Prisma R. Creative Director Marketing and Advertising Used the software for: 1-2 years ### "Wethos is the best!" July 13, 2023 5.0 Overall Wethos has helped me organize and come up with projects and pricing as well. Pros I love everything about Wethos. I love that they have set up a way to make it easier for clients to make payments and automatically make invoices for you. Cons I don’t have anything bad to say! I think Wethos is overall amazing! Review Source DW Dena W. Management Management Consulting Used the software for: 1-2 years ### "Wethos helped me find my voice!" June 17, 2023 5.0 Pros The reason I use wethos is the ability to help have the right-priced services, find the right partners, and communication with my clients. Well-rounded service - solution based team! Cons None today - hopefully it will continue to get better as times go on.... Reason for choosing Wethos Helping me find HOW to price my services was beyond AMAZING! Wethos made it to easy see my value in comparison to what potential clients/competitors were pricing. Review Source BS Benjamin S. Photographer Photography Used the software for: Less than 6 months ### "Solid option at a great price point. " July 2, 2023 4.0 Pros Wethos has pretty much all I need for invoicing and payments for my commercial photography business with the only charges being the processing fees. Cons I wish invoicing had categories where you could add pass through costs or cost in categories. Review Source SF Suzanne F. Founder Media Production Used the software for: Less than 6 months ### "Why wethos works " June 16, 2023 5.0 Pros Takes the guess work out of writing proposals and not underbidding Cons Ui is not intuitive and gui needs work. Review Source AC Antanas C. Product Designer Design Used the software for: 6-12 months ### "Product designer's take on Wethos" June 16, 2023 4.0 Pros I like the proposal builder which I use most frequently. Also, the template library helped me to build the service solution with ease. Cons When I return after a couple of days of not using it I always need to refresh the page for some reason. Else there is not much to complain about. 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 IE Immanuel E. Web developers Graphic Design Used the software for: 6-12 months ### "Wethos review from a web developer" August 3, 2023 5.0 Pros The premade packages that help us organize our estimates Cons It hard to say, maybe not allowing us to customize the estimate domain. Review Source RO Rebecca O. Strategic Design Consultant Design Used the software for: Less than 6 months ### "Great Possibilities" June 18, 2023 4.0 REally happy, have yet to put in paid feature but would love to, Pros I really love the templates and contracts. As a designer it can be difficult to get the legalities right so this is a really great tool, Cons Inability to cost in different currencies. Working with a global clientele this would be a great feature add on Review Source SS Sarah S. Creative Director Design Used the software for: I used a free trial ### "Super helpful for beginners!!" December 21, 2023 4.0 Pros Since there are templates and language for proposals all created within Wethos, I am able to learn as I go and be a complete novice - but appear to have more experience. Cons I wish the free trial included at least TWO projects, I’m not making enough to really justify the premium version yet. 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 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.