Honeybook + Curate
Curate is a proposal software for event professionals that specifically focuses on florists, caterers, and rental companies and help them in running weddings and events and managing markups. When you create a proposal in Curate, you can have exact pricing, recipe sheets, and wholesaler shopping lists automatically created. Curate also offers Curate COGs and Curate Rentals to help event professionals manage rental inventory and manage Cost of Goods Sold.
Option 1 - Honeybook to qualify clients, Curate for their proposals
Some users say they think Honeybook is best used for processing clients, keeping up with events, and having vendor communication. Once the client is definitely qualified and has a consultation booked, they use Curate from that point to create and email the proposal, to accept payments, and to acquire digital signatures. On the Honeybook side, they have the data about the clients, and on the Curate side, they can quickly update versions (without resending the proposal to the client) and quickly add multiple photos to every line item on the proposal.
Positives: Make small updates without resending; up to 8 photos on each line item
Drawbacks: Users have to manually add a new client into Curate. Some data might not be accessible in Honeybook reports.
Option 2 - Honeybook for everything customers, Curate for everything business
Other users say that they utilize Honeybook for all of the built in features including proposals, online signatures, and digital payments. They use Curate to create recipes so they can accurately price items. Once they have the price for the bridal bouquet or specific entree, for example, they copy that number over to the Honeybook proposal. On the client side, everything comes from Honeybook. But in Curate, you still have access to all of your accurately priced recipes, shopping lists, and recipe sheets for executing.
Positives: All data is in one place; Able to allow customers to tip you; Minimal work needed on the design of the Curate event - just plug in your numbers.
Drawbacks: Users have to manually copy proposal item prices from Curate to Honeybook and would also have to create the client in Curate too; Only one photo per line item; Proposal must be resent
Based on the information we have, we like Option #1 the best but we wanted to present you with all viewpoints. Has anyone used Honeybook + Curate in other ways? Share in the comments!
Interested in seeing how Curate can work with your client workflow?