Wethos

4.7 (73)
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All in one software made for freelancers, by freelancers.

Overall rating

4.7 /5
(73)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support
4.8/5

95%
recommended this app
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73 Reviews

Jose-Andres
Jose-Andres
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Easy to use tool for small businesses

Reviewed on 2024/07/15

Loving it so far. Will continue using it

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

Reasons for Choosing Wethos

Needed to work from a template quickly and found one from a quick Google search

Switched From

Google Docs

Reasons for Switching to Wethos

They had an article with a list of social media statement of work templates
Jason
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Best proposal workflow tool for freelancers

Reviewed on 2024/07/09

Overall, I am happy with Wethos. You can't beat the price point and the support is best in class....

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.

Tom
Overall rating
  • Industry: Computer Software
  • Company size: Self Employed
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Great for Freelancers but Could Use More Customization

Reviewed on 2024/09/11

Overall, my experience with Wethos has been positive. It's a great platform for freelancers and...

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.

Alex
Overall rating
  • Industry: Computer Software
  • Company size: Self Employed
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Gets the job done

Reviewed on 2024/12/23

So far Wethos is doing everything I need it to, and despite the cons I listed I'm getting what I...

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?)

CHRISTINA
Overall rating
  • Industry: Graphic Design
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Robust Tool

Reviewed on 2024/05/02

Overall, my experience with with those has been pretty good. It does lack one or two features that...

Overall, my experience with with those has been pretty good. It does lack one or two features that I feel would be very useful but overall it has met majority of my needs.

Pros

I love that there are scope pricing templates that you can adjust. It makes it very easy when I am on a discovery call with a potential client and I can adjust pricing real time.

Cons

The discontinuation of the payment processing is really going to mess up my workflow. I almost want to start looking at other tools. The other payment options are not executed in a way that makes any sense for my dynamic pricing. I’m being forced to add a Stripe Payment link and stripe will only create links for fixed price products/services and my pricing is dynamic.

Alternatives Considered

Dubsado

Reasons for Choosing Wethos

I really love the scope proposals templates.

Switched From

HoneyBook

Reasons for Switching to Wethos

The templates that were already included, really caught my eye, and I could create contracts in real time while on a discovery call with a client.
Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Freelance Marketing Contract in Minutes--no lawyer

Reviewed on 2024/06/03

Surprisingly easy! I didn't have any contracts or anything like that for my freelance business...

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 and Docusign

Reasons for Switching to Wethos

It seemed more geared for marketing freelance professionals and better for my level of use.
Yelle
Yelle
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Right Balance of Easy & Flexible

Reviewed on 2023/07/28

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.

Verified Reviewer
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I am in love with this efficient and cost effective solution!!

Reviewed on 2023/07/21

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.

Alternatives Considered

HoneyBook

Reasons for Choosing Wethos

Efficiency

Switched From

Notion

Reasons for Switching to Wethos

Ease, simplicity, package design, service and package templates, and proposal tracking.
Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Templates are the key reason to use Wethos

Reviewed on 2023/06/16

I loved it. It helped me more from a process standpoint because I would just give these flat fees...

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

Reasons for Choosing Wethos

I needed help with estimates. I hadn’t figured out that part and Wethos did.

Switched From

Square Online

Reasons for Switching to 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.
Chelsea
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Social Media Manager - Sole User

Reviewed on 2023/06/19

Overall, I've continued to be impressed. I've been a user for a little over a year now. They have...

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.

Dayam
Dayam
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Efficient All-In-One Tool for Freelancers and Teams

Reviewed on 2024/08/22

My overall experience with Wethos has been very positive. It effectively consolidates multiple...

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

Jessica
Overall rating
  • Industry: Consumer Services
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Valuable Tool

Reviewed on 2024/08/01

Suitability depends on individual needs and preferences.

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.

Melissa
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Your go to for freelancer tools, templates, and invoicing

Reviewed on 2025/01/14

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.

Wendy
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Big time-saver for a new, one-person agency!

Reviewed on 2024/12/04

My experience was very positive. I provide SEO services, content marketing, digital marketing and...

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.

Alan
Alan
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Works like a charm

Reviewed on 2024/06/13

Pros

This is the best product I have found for building professional proposals without having to build it from scratch.

Cons

There's nothing I would change. This is a great product that has tons of features and is really easy to use.

Kenya
Overall rating
  • Industry: Environmental Services
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Infinite use with Wethos

Reviewed on 2024/11/28

My experience has been great. I am able turn things around quickly and effortlessly.

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.

James
James
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent software for a small agency

Reviewed on 2024/04/23

I enjoyed Wethos overall, it’s easy to use.

I enjoyed Wethos overall, it’s easy to use.

Pros

I liked the templates for proposals and invoicing

Cons

Sometimes it was hard to customize proposals or find specific templates.

Brandon
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 3.0 /10

Welthos Makes proposals easier

Reviewed on 2024/07/09

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.

Ramon
Overall rating
  • Industry: Human Resources
  • Company size: 2–10 Employees
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wethos gives your company the professionalism it needs

Reviewed on 2024/08/05

Still playing around with the software and discovering the many features. But overall, the...

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.

Amone
Overall rating
  • Industry: Arts & Crafts
  • Company size: 2–10 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Two Thumbs Up

Reviewed on 2024/02/21

I love products that make my life easier. 10/10 will use again.

I love products that make my life easier. 10/10 will use again.

Pros

The sheer variety of options and specificity for certain gigs and processes was great. It certainly streamlines jobs for me and clients. I was taught early on to learn all the shortcuts to make my life easier and to save time. Wethos does both!

Cons

As with everything, there is always a learning curve. That being said, as a freelancer, learning this new tool makes future gigs run more smoothly.

Lauren
Lauren
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Most bang for your buck as far as payment processing/invoices go

Reviewed on 2023/08/16

Pros

That not only can I send invoices and organize my projects, but I can also process payments so that saves me from having three separate websites to go to and for a really low price

Cons

Their payment processing could be a little faster but it's just as fast as most other payment processors so I'm ok with it

Tasha
Overall rating
  • Industry: Media Production
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wethos has been an invaluable tool for me.

Reviewed on 2023/06/16

My overall experience was great. Wethos has allowed me to scale my business with fewer headaches...

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.

Prisma
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wethos is the best!

Reviewed on 2023/07/13

Overall Wethos has helped me organize and come up with projects and pricing as well.

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!

Summer
Summer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Essential tool for getting projects & getting paid as a freelancer

Reviewed on 2023/06/16

A+. I log in to the system multiple times a week and will suggest it to any freelancer trying to...

A+. I log in to the system multiple times a week and will suggest it to any freelancer trying to figure out how to get started, what to offer, or what to charge.

Pros

It’s straightforward, always adding new features, and you can choose between a free version and a really great pro version that’s only $9/m. I’ve compared their pro version to like 20 other offerings and it’s the most affordable with the features I need.

Cons

Can’t think of anything I dislike. Would love to make it my one and only tool, which would require things like task management and time tracking, but maybe that’s just not the focus for them at this time.

Bridgette
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Wethos Wins

Reviewed on 2024/05/09

Pros

What i like about Wethos is the user friendly capabilities. The software us straightforward. I like the invoice templates provided. Wethos provides a full service invoicing system from contracts and proposals to collecting real time payments. There are also several ways to collect payment including stripe, venmo, and bank transfer.

Cons

I have nothing bad to say. Its a business asset.