Streamlining of process flow and money saving due to eliminating the need for other software packages

The software is very intuitive and easy to use. It is allowing us to replace three different pieces of software we have been using and subscribing to, as we get all the functionality and perks all in one package. It is also helping us to stream line the quoting process with being able to do multiple functions within the software and allows us to send a very professional looking proposal to our clients. The support response and tuition is the best I have received from purchasing a piece of Software! It real is first class!

The label on the email notification that is sent through from the web pay option makes it hard to tie up which project has been paid for. Sarah is working on a fix for this!

I know that I don't use the program to it's full ability... I don't create recipes or or create orders through Curate, which I'm sure, if I ever grew to be a bigger company with multiple employees, I would definitely see the benefit in but how I use it, is perfect for me. As I have been using it for several years, I have had the pleasure of seeing all of the functionality changes that have been made to the program (for example, adding a section for html color codes is such a fun new feature!) I have raved to other florists about my experience with curate and I have heard from clients about how my quotes were night and day from other floral quotes they had received with presentation, the amount of photos for visuals and the level of detail. Once my clients receive and sign off on their quote, they are confident about what they will be receiving on their wedding day and I am always able to recall exactly what the game plan is months after I've written the quote and am getting ready for production/design.

Curate has totally changed the game when it comes to writing clean, beautiful quotes for my clients plus it has saved me so much time. It used to take me hours to write quotes and now I've cut my quote writing time in half. I have had clients book me because they were blown away by the detail, and ease of reading the quote compared to other florists they had spoken to. I love that I have all of my financial reporting in one place here, I use the reports function all of the time, it makes my monthly accounting tasks so easy.

There are a few things I would love to see developed on curate. First of all I would love it if there was an app I could download to my phone. When I'm away from my computer I have to access Curate through my phone's internet browser and it's always a pain to log in and navigate. I would also love to be able to attach external documents to any emails I send through curate. For example, my company has a pdf rental guide that we frequently send to our clients when we send them their proposal. As far as I can tell, there is no way to attach a document to these outgoing emails so I have to send the client a second email with the document and it always seems less clean to me. The less emails my clients get, the better. I'd also love to be able to bold or italicize or underline text in the description boxes (not a big deal but sometimes I need to make a point or draw attention to what is written.

Curate software has provided database that is a move from excel and a quote system .

The system has a nice double layer database that allows for products that are placed into your proposal and the second layer in the database that is the items or recipe can be tied to products . System is well placed for floral industry . Customer service access very high that allows for immediate solutions. This is primarily a quote system based on the database products that does provide above average proposals that are electronic based. The system has an operational back end that provides some limited access to the data.

Curate is expanding it sales outside the floral industry in which the software itself creates it own limitations. The database which has been in redevelopment for the duration of the purchase has issues due to growth over the years. Slowness and work arounds persist. Database information has limited output as there is no API or zapier access. There is little access to the information from the back end operations and little ability to sort information on how it may be printed or output to vendor or other. There is no ability to create a purchase order in the output of the system nor is the products or items tied to vendors in the database. Printing is limited to browser printing capabilities and there is alignment output constraints between electronic version and PDF with respect to reports and PDF proposals. Be aware that there is no trial period on this software and although they say you can pay month to month, the contract is a one year contract. We have reduced the exposure to the software to marketing and sample proposals only at this time until the database information can be expanded for output for vendor or other software api usage. This is not a product that integrates into others at this time.

I have loved using Curate and would recommend it to business of all sizes. Another great thing about the software is the wonderful support team that comes with it. They are always up for a quick chat and questions are answered so quickly. That seems so rare these days.

Curate not only streamlined the many processes we used to book clients, but it did so with a beautiful, sophistical, and professional presentation. Before Curate, writing and customizing proposals, chasing down clients to sign pdf contracts, and collecting and processing payment were three completely separate systems - and they ate up so much time. Having one clickable button for each entire event was so organized and streamlined. Using this software really elevated the look and feel of my business. I can't pick a single favorite thing about it... but maybe it's the time saving bit.

I always wished I could add an additional fill-in section to the contract so I could collect clients's credit card info to keep on file. The software does let you create a form to do this but it is sent separately, so clients would easily "forget" to fill that out. If it was part of the contract and had to be completed to be submitted, we could keep that info as a backup plan for those more "easy-going" clients.

Honestly it is a game changer. We used to spend hours creating proposals and having to add/subtract stems and pricing and the software does it for you. It has streamlined our processes and communication with our clients and our wholesaler.

The ease in creating proposals, receiving content and keeping all details in one place. Our company is a full service floral, design and planning company. We use curate through the entire process from initial inquiry, contract management, floral proposals, client intake forms and correspondence, receiving payments, floral ordering and creating using the recipes. The real question is is there anything we don't use curate for? The templates for all the things! The forms for our clients to complete

ahhh. I wish I had the option of organizing the event properties to my preference instead of alphabetized. I would like to be able to create a detailed timeline for my vendors and clients that I could use the customization feature for instead of having to transfer all my information into canva. I probably need a tutorial on the photo upload feature. It is basically a dump all for our inspo. photos over the years. I would like to be able to search them instead of scrolling through tons of photos. i=I'd also like to see popular pantone colors available in the new color feauture. Also,