--- 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" publication_date: "2026-10-21" --- 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 October 21st, 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 AB Alex B Software DeveloperComputer Software, Self-employedUsed the software for: I used a free trial. “So far Wethos is doing everything I need it to, and despite the cons I listed I'm getting what I need done done.“ December 23, 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 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Co-founder & Brand Strategist Used the software for: 3-5 years ### "The Right Balance of Easy & Flexible" July 31, 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 Jason F. SEO and Growth Consultant Used the software for: 1-3 years ### "Best proposal workflow tool for freelancers" July 16, 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 I wanted something more automated and scalable Review Source Marketing Manager - Owner Used the software for: 1-3 years ### "Social Media Manager - Sole User" June 20, 2023 3.0 Overall, I've continued to be impressed. I've been a user for a little over a year now. They have consistently made improvements to the platform, hosting feedback sessions for new features and they listen to their users. Pros The detail that continues to stand out the most to me is how responsive their customer support is. Any time I've experienced an issue or required additional support, the team at Wethos was extremely quick with resolutions and recommendations. Cons 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. For example, at the of the service agreement signed, it would be nice for an automated email to be sent to the client. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) At the time, I needed a free and more simplified approach to creating proposals and sending invoices. Review Source CEO Used the software for: 1-3 years ### "Templates are the key reason to use Wethos" June 19, 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. 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. Alternatives considered [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Reasons 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. Review Source Marketing Sales Consultant Used the software for: Less than 1 year ### "Freelance Marketing Contract in Minutes--no lawyer" June 10, 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/) Reasons for choosing Wethos It seemed more geared for marketing freelance professionals and better for my level of use. Review Source Co-Founder & Creative Director Used the software for: Less than 1 year ### "I am in love with this efficient and cost effective solution!! " July 26, 2023 5.0 Pros I love the ease, pre-built proposal and service templates, the interface, the ability to offer even more services , and the affordable! Cons I would love to see improvement with service price adjustment. Possibly a built-in calculator that all you have to do is enter in service amount and it tailors the package to fit your overall cost or even financial goal. Switched from [Notion](https://www.capterra.com/p/186596/Notion/) Efficiency Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reasons for choosing Wethos Ease, simplicity, package design, service and package templates, and proposal tracking. Review Source Jose-Andres C. Founder Used the software for: Less than 1 year ### "Easy to use tool for small businesses" July 23, 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 Switched from Needed to work from a template quickly and found one from a quick Google search Reasons for choosing Wethos They had an article with a list of social media statement of work templates Review Source Student project Used the software for: Less than 1 year ### "Wethos, top tier software" April 14, 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 Alex B. Software Developer Used the software for: I used a free trial ### "Gets the job done" December 25, 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 Melissa Y. Copywriter Used the software for: 1-3 years ### "Your go to for freelancer tools, templates, and invoicing" January 15, 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 TB Tasha B. CEO Used the software for: 1-3 years ### "Wethos has been an invaluable tool for me." June 19, 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 Creative Director Creative Director Used the software for: 1-3 years ### "Wethos is the best!" July 14, 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 D W. Management Used the software for: 1-3 years ### "Wethos helped me find my voice!" June 19, 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.... Reasons 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 Benjamin S. Photographer Used the software for: Less than 1 year ### "Solid option at a great price point. " July 3, 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 Founder Founder Used the software for: Less than 1 year ### "Why wethos works " June 19, 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 Editor/Writer Used the software for: Less than 1 year ### "On its way to being very useful" June 21, 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 Branden A. Account Manager Used the software for: Less than 1 year ### "Great program! Hugh k t recommended for your business!" June 19, 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 Creative Director Used the software for: I used a free trial ### "I think I've found the one" July 21, 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. Switched from it did not fit my needs Review Source Contractor Used the software for: Less than 1 year ### "A definite MUST! " August 21, 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 Designer Used the software for: Less than 1 year ### "Great UX/UI Subpar Payment Clearing Timeline" July 18, 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 Ashley W. Director of Partnerships Used the software for: 1-3 years ### "Review for Wethos " February 11, 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 Creative Director Used the software for: I used a free trial ### "Super helpful for beginners!!" December 26, 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 Principal Used the software for: I used a free trial ### "Great tool " July 11, 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 Billy H. Owner Used the software for: Less than 1 year ### "No frills Proposals" June 24, 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 Kelly Y. Owner Used the software for: Less than 1 year ### "New User" July 24, 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.