June 15th, 2020

Introducing CurateOrders
In recent months, event professionals have become incredibly creative in developing new revenue streams to meet the challenges presented by the COVID crisis. 

While some have turned to using multiple products to manage their new in-store and online orders, we've heard that many want an all-in-one software that will help with customer orders, production, and fulfillment. 

To help, Curate is expanding its suite of products to manage the entire sales and operations side of your business, including those easy, daily orders!

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June 1st, 2020

PDF Updates - Enhanced Styling and Printing
We love that your customers are able to access your digital proposals anywhere and on any mobile device. We also understand you may want to generate a physical copy of your proposals and events. We took the time to enhance the styling views when generating PDF's, across all of our themes!
 
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May 25th, 2020

Changing Proposal Background Colors (Proposals Established and Premium Only)
Are you looking to customize your proposals even further? You can now change the background color to match your brand or compliment the event color palette. This is a great way to stand out to your client as they search for a vendor.

To customize your background color, go into the Admin tab of your proposal, and select a Background Color. You'll also see our previously released font and font color options for an even more customized experience.
 
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March 25th, 2020

Fonts Customization
You can now select from a variety of fonts and colors to add to your proposals within the new proposals experience! We will be expanding on your available selections as well, so stay tuned.
 
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March 12th, 2020

Introducing the Curate Knowledge Base
At Curate, we’re dedicated to helping you handle all the details of your event company, even beyond our products. That’s why we share vendor spotlights, industry news and expert advice on how to make event management easy.
 
 
 
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March 6th, 2020

Introducing the New Proposals Experience

Over the years, customers have asked for additional themes and functionality like fonts and colors and section customization. In order to make this happen, we took a look at our core infrastructure and rebuilt the platform to support the growth of your company for years to come. 

In the next few weeks, we'll be rolling out the new proposal experience to users based on the groups they signed up for in earlier this year.
 
Along with the new proposals experience, we will soon be releasing the ability to:
  • Expand your brand with new proposal fonts and colors
  • Save time by restoring old proposals or accidentally deleted items and edit the moving forward
  • Capture customer’s attention with a whole new stylish theme, called “Excellence”, that your customers will love
  • Customize what you print by selecting specific contents of your events for customers, internal staff, and operations
  • Customize proposals to be completely unique to you with drag and drop proposal modules
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To aid in the transition, we've prepared a quick video walk through of the new features to make sure this is an easy transition for you. Our customer success team is also ready to help you navigate the new system via chat.

February 17th, 2020

Centered Items Section Type
You now have the ability to showcase the items in your proposal in a centered aligned layout! Click into any event proposal and change your section type to "Centered Items" to give you proposal a greater appeal when clients are interacting with your options.
 
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February 6th, 2020

Introducing the Curate Marketplace for Caterers

The Marketplace is going to let all of your favorite industry leaders share their favorite resources with the Curate community. This means that their recipes, video tutorials, business tips, and more will be easily accessible on a single platform!

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Toggling Between Measuring Units
You now have the ability to toggle between measuring units and run conversions through your back of house worksheets! When pulling up your Shopping List, Recipe Sheet, or even an Order - you can select to convert specific items to different measuring units. This makes it easier to understand necessary item requirements on the spot!
 
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January 24, 2020
 
Chart of Accounts Reports - Available on Proposals Premium
Want to know what types of items make up your revenue? You can now pull a report from your chart of accounts. Just assign your items to your desired sales categories in your proposals and hop over to the Reports tab to consolidate your categories and understand their values. 
 
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January 21, 2020

 

Floral Supply Syndicate and Hardgoods Library

The moment you've been waiting for has finally arrived. Curate COGS and Rentals users can now access the Floral Supply Syndicate library in Curate!

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This library contains 13,000+ items from your favorite brands, including:

Accent Decor
Design Master
Holly Heider Chapple
Syndicate Sales Inc.
Smithers-Oasis
And more!
 
Best of all, you'll be able to see Floral Supply Syndicate prices before you buy so you can accurately project your costs. When you're ready to order, you'll be able to send your list to Floral Supply Syndicate with a few clicks!
 

January 13, 2020

Chart of Accounts - Available on Proposals Premium
Have you ever wanted to delineate what items in your proposals pertained to which sales or service category in your accounting books? You can now create new sales accounts within your Settings tab under the new Accounting tab and Sales Accounts sub-tab. When creating proposals, you can now assign specific items to your chosen sales account categories.
 
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 December 19, 2019

January Feature Release Webinar

Join Ryan O’Neil and Zach Errant, of Curate’s Product Team for this webinar to learn:

- How to utilize Curate’s newest features in order to grow your business, differentiate yourself from your competition, and save more money.
- Simple strategies to improve your experience and navigation within the Curate application.
- A review of this year's most popular features and what new features are included in the December release!

December 16, 2019

BETA Access to the New Proposals Experience
The new Curate Proposals are coming soon with a brand new theme that will allow you to create proposals that are as unique as the events you create!
 
Not using Curate Proposals yet? Chat us to get signed up for Curate Proposals and start BETA testing our new look!
 
 
 

October 28, 2019

Duplicate Item Warning
Have you ever remained stuck when adding in new items from a recipe and ended up having a library full of duplicates? We now introduced a duplicate item warning pop-up when you add new items into a recipe that are already in the system. This should help to prevent you from adding in items you already have in use! You can double-check the item name and cost variation directly from the pop-up and select to still import it.
 
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October 23, 2019

November Feature Release Webinar

Join Ryan O’Neil and Zach Errant, of Curate’s Product Team for this webinar to learn:

- How to utilize Curate’s newest features in order to grow your business, differentiate yourself from your competition, and save more money.
- Simple strategies to improve your experience and navigation within the Curate application.
- What new features are included in the November release!

October 14, 2019

New Payment Processor Integration - Card Connect
We introduced a new payment processor integration with CardConnect! Enjoy lower payment processor fees (2.8% for Proposals Startup and Established plans, 2.4% for Proposals Premium). You can now create, authenticate, and integrate your CardConnect account by going into the Integrations tab within the Settings page. 
 
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Mass Delete - Library Items
We introduced a new way to remove unwanted or no longer needed items from your Library. You can now go into your Library tab, click on Edit Items, hover over a specific items, and click the checkbox option to remove them. Pick and choose multiple items to make deleting them easier!
 
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Event and Customer Information - Recipe Sheet
We added event and customer information to your Recipe Sheets!. When you generate a Recipe Sheet, you will now see information such as the event name and customer contact information to make it easier for your team to contact your client or organize your worksheets for all of your events!
 
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September 23, 2019

Form Submissions Automatic Workflow
We introduced a new automatic workflow to your Forms! Whenever a new form entry is submitted, Curate can automatically send an email template to the customer as a quick follow up. Go into your Settings, then to Workflow to toggle on the workflow.
 
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Rentals List - Item Photos
Curate now displays your rental item photos within the Rentals List to make it easier when you are checking out and returning items! Head to your Rentals List to see more.
 
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Sub-Rentals - Curate Corporate Feature
Curate Corporate users can now rent items from your other locations! You can use items within their inventory and include them in your proposals and events. The sub-renter can easily manage, track, and allocate their inventory for those looking to rent from them!
 
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Hidden Fields on Forms - Curate Proposals Premium Feature
You can now use hidden fields in your forms and questionnaires! Gather marketing info on your customers and clients (without displaying those fields to them) in order to make better informed decisions and close more deals!
 
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Advanced Reporting - Curate Proposals Premium Feature
We introduced new levels of reporting in our proposal subscriptions. You can now filter your reports by source and other information to understand where your customers and clients are coming from!
 
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September 17, 2019

October Feature Release Webinar

Thanks for joining us for our October Feature Release webinar. We're super excited about what's coming next and are delighted that you're joining us for it. 

In this webinar, we covered: 

  • How to utilize Curate’s newest features in order to grow your business, differentiate yourself from your competition, and save more money.
  • Simple strategies to improve your experience and navigation within the Curate application.
  • What new features are included in the October release!

PLUS we've got the BIGGEST announcement in our history at around 24 minutes!

 

August 26, 2019

Proposal Sent Automatic Workflow
We introduced a new automatic proposal sent workflow! Curate can now update the event stage from Inquiry to Proposal Sent whenever you send a proposal to a customer and have the workflow setting turned on. Head to your Settings tab, then to Workflows to activate it!
 
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Quickbooks Online Proposal Import
You can now import invoices and proposals from your Quickbooks Online account directly into Curate. When selecting to add a new event, choose the Advanced tab at the bottom of the module, and walk through the import process!
 
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Corporate Procurement and Ordering
We just introduced the newest features for our multi-location / corporate accounts! If you have multiple locations or stores and need to procure orders from each location, manage incoming and outgoing orders - you can now do so through our procurement tool.
 
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The Marketplace - Top New and Free Resources
The Curate Marketplace is growing! You will now be notified with a new resource indicator alert and also have the opportunity to engage with the top new and free resources directly from The Curate Marketplace landing page.
 
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August 22, 2019

Introducing Curate Proposals Premium

We're super excited to launch a new Curate Proposals plan that will offer several exclusive features, including the lowest card process fees in the floral event industry. 

Automated Marketing Reporting

You can finally know exactly what every dollar in marketing has done. We're making it easier than ever to track your marketing sources. Just add a UTM tag to each of your digital marketing efforts and that information will automatically pull into the corresponding blank text field in your inquiry form.

Enhanced Business Reporting

The software continues to become more robust, there's a need to have reporting that digs into what pieces of the company are the most important. We're excited to be releasing a reporting system that can allow you to separate your booking rates by date, sales person, or marketing source.

Custom URL for your Proposals

Instead of sending your clients a proposal link that says "app.curate.co/view-proposal..." you can now send them a link that says "twistedwillow.co/view-proposal..." This is perfect for creating a seamless client experience from the moment they inquire through the proposal process.

Quarterly Business Reviews with the Curator Success Team

Proposals Premium gives you a dedicated account representative who will work with you and your team each quarter to ensure that you're continuously making the most of your time in Curate based on your business model.

2.4% Curate Floral Software Best Florist Software Top Rated Flower Software vs Details Flowers Low Card Processing Fees Wedding Florist

2.4% Payment Processing

We believe that you should keep more money in your business, rather than having to pay extra processing and invoicing fees. Because of this, Proposals Premium members will be able to process their payments with a minimal fee of 2.4% with our new card processor, CardConnect. This is the lowest card rate available in any floral event software and we're so excited to offer it to our Curate Proposals Premium users!

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Free Ticket To Flourish

We're giving Proposal Premium users one free ticket to join us at Flourish this year! This conference will help your business grow dramatically!

For the first thirty people to sign up for Proposals Premium, we're offering a discount of $2,000 for the first year! 

Interested in upgrading to Proposals Premium and learning about the other features available in this new tier? Chat our team to find out how Proposals Premium can help you!

August 20, 2019

September Feature Release Webinar

We're so excited about the new features we're releasing, including a new product tier that will reduce your credit card fees to 2.4 percent!

Here are the links mentioned in the webinar:

July 22, 2019

Top Paid Resources - The Marketplace
We introduced a Top Paid Resources on The Marketplace so that you can view, engage, and purchase the most popular resources more easily! Head to The Marketplace tab within your account and view the new and most popular resources!
 
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Prep List
We introduced a Prep List to the Recipe Sheet so that you can more easily understand what you need to pull from the back or your fridge! Head to an event, toggle to the Recipe Sheet, and turn on Prep List at the top of the page.
 
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July 8, 2019

Hide Item Quantities
You can now select to hide item quantities within your proposals and events. Within an event, toggle the Settings tab at the top and select the "Hide Item Quantities" checkbox at the bottom right. Your customers will no longer see the quantities attached to the items within the proposal!
 
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Media Library - Search Capabilities
You can now search the new media library by the name of the imported images and files. Use the search bar at the top right of media library module when inside of the media library to enter the name of your saved file and add it to your proposal and events more quickly!
 
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July 1, 2019

Create Media Library Folders Inside Events
We enhanced your experience with accessing and managing your Media Library. You can now organize your Media Library with folders inside of your events for greater organization as you work.
 

June 25, 2019

Performance and Speed Updates
Over the past few weeks we've been working on the speed of the app. Last week, our team has upgraded to enterprise servers and users are reporting double and triple the speeds! Our team is still working so keep your eyes out for more to come! Hopefully, you'll be hammering out proposals like...

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June 17, 2019

Custom Proposal Expiration Date - Templates
You can now toggle on and set a custom expiration date for your event proposals. Click into a specific template (or create a new one), and drop down the Settings module at the top. Select a specific time period using the date picker that you would like your event proposals to expire on and these will take effect on any proposals you clone the template from! You can also change it within individual event proposals.
 
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Invoice Notes and Payment Details
You can now include any invoice notes and payment details that you would like your customer to understand when reading their invoices. Click into an event proposal, drop down the Settings module, and click Invoice Notes at the top. You can then enter any information that you would like to have appear on your generated invoices such as where to send the payment.
 
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Payments Reports Update
You can now view your payments in two reports: Payments Made and Payments Due. Click into the Reports page and use the toggle at the top left to filter by report! 
 
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June 3, 2019

Update Curate Marketplace leaders-1

As you scroll through your Instagram feed, looking at your favorite designers, you wonder "How exactly did they do that?" Maybe you saw a gorgeous, hanging installation or perhaps they put together an amazing training session for their team that you want to replicate.

So you go to their profile and click the link to see if they offer any educational classes that can help you. And you do that for each and every designer you love.

The Marketplace is going to let all of your favorite industry leaders share their favorite resources with the Curate community. This means that their recipes, video tutorials, business tips, and more will be easily accessible on a single platform!

May 21, 2019

Recipe Sheet - Assigning Items and Mark as Completed
We enhanced your experience with your recipe sheet! You can now toggle to assign a specific item to any other user on your team. In addition, you can now mark specific items as completed as you craft together your items and arrangements.
 
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May 13, 2019

Tasks View - Calendar
We enhanced your experience with your event tasks! You can now toggle to show scheduled tasks from your event timelines and view them within your Calendar. From the Events Dashboard, click over to the Calendar View and toggle to show your event tasks.
 
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April 23, 2019

Access the Media Library from the Library Tab + Folders
We enhanced your experience with accessing and managing your Media Library. You can now access the Media Library directly from the Library tab without having to go inside of a working proposal. Plus, you can now organize your Media Library with folders to help you stay even more organized!
 
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April 9, 2019

Vendors - Linked to Events
We enhanced your experience with recognizing the Vendors you work with or display on events and proposals. Within the Vendors Page, you can now click on a Vendor to see which events and proposals it is linked to and more!
 
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In-App Tool Tips
We understand you may have a few questions about specific pages and features available within the application. We enhanced your on-boarding and learning experience with the product by adding in feature tips to certain pages, features, and objects within the app so that you know exactly what they are capable of!
 
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Product Updates Site
As you know, we roll out new features on average, week by week. With the consistent updates that we make to the product in order to provide you with an even better experience than before, we wanted to make sure you always had an easy way to access and view those new releases. You can locate our Product Updates site in the left Navigational Menu towards the bottom!
 
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March 25, 2019

Add New Event via Calendar
We enhanced your experience with your Calendar View! You can now locate a specific date on the Calendar and click directly into the calendar cell to add a new event using that date.
 
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Multi-Day Rental Pricing
We understand that you may rent out specific rental items for more than one day. We now added the ability to select the number of days your item will be rented for within the Recipe modal after adding a new Rental item into your proposal. Curate will calculate the total price of the item to be charged to your client based on the number of days it is out.
 
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March 4, 2019

New Section Types within Proposals
We enhanced your experience with even more customization around the proposals and events you create. You can now select from a variety of section types when creating a proposal and adding in new sections. You can show and hide items, their prices, and more!
 
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Tool Tip for Recipe Item Names
We understand that you may have longer names for some items within your Recipes. We now added a Tool Tip that displays the longer name of your item within the Recipe box as you hover over it. This will make it easier for you to read and understand exactly which item you are working with inside of your Recipes!
 
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February 18, 2019

Payment Receipts - Credit Card Fees
Curate will now display credit card fees associated with a credit card payment within our automatically generated receipts - if you choose to incorporate a fee! Within the Working View of a Proposal, you can scroll to the Payment Section and click on a specific payment receipt to see the fee that will also be sent to your client.
 
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Curate Shares Affiliate Program Update
We enhanced your experience with our Curate Shares affiliate program! If you haven't already, head into your Account page and to the Curate Shares tab, to join! Now, when you send your unique link to colleagues, friends, and families within the floral industry - they get brought to a more personalized and engaging experience to be introduced to the Curate program! Additionally, you can manage, track, and see progress on those connections you have sent your link to within the Curate Shares tab.
 
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January 28, 2019

Day and Date of the Week
You can now the day (ie. Thursday) to display on your proposals! Head into the Settings Page, and click on the checkbox within the Weekdays box. Your proposals will now show the day of the week, too!
 
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Theme Marketplace
Curate now includes a Theme Marketplace where you can view purchased themes, switch to, and buy more! Our team is hard at work releasing new themes this year to make yours and your client experience even more enjoyable! You can find it within your Settings Page, within the Templates tab, under Theme.
 
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January 14, 2019

Recipe Creation and Pricing Update
You can now easily update and save your pricing in Recipes! Any time you update your Recipe with pricing, click the new "Update" button next to the Invoice Price to make sure the change in price is locked in. Otherwise, your Recipe will change but the pricing will stay the same next time you go to use this Recipe. If you override the price, you will not need to click the "Update" button.
 
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Unpublished Draft
Curate will now alert you whenever you make an important update or change to (name of item, description, quantity, price, payment schedule) of your Proposals but fail to create a new version for your client or customers. You will now see a "Unpublished Draft" indicator within the Proposals and also on the Event Dashboard. No more forgetting to send off a new version to your client that has important updates!
 
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Archive Attachments and Photos
You can now archive attachments and photos within your Media Library. When uploading a new attachment or editing an existing one, you will be able to click into the attachment and Archive it within the attachment details panel to the right. This will help to keep your Media Library organized and well kept!
 
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January 1, 2018

BRILLIANCE - A NEW PROPOSAL THEME BY CURATE

December 21, 2018

Mark A Day as Booked
You can now select to mark specific days as Booked within the Calendar View in the Event Dashboard. Head to your Event Dashboard and switch to the Calendar View. Toggle the checkboxes at the top left of the calendar cells to mark a day as Booked. When you go to create a new proposal or event, Curate will notify you if that day is currently Booked.
 
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Pulled, Loaded, Delivered, Returned - Rentals List
You can now manage your rental inventory even more effectively. Within an event, head to your Rentals List and you'll see the option to select a Pulled, Loaded, Delivered, and Returned status next to each Rental item! Now, you have even greater insights into what's happening with your rental inventory.
 
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Save Credit Card on File
Your customers can now choose to have Curate remember their credit card on file. Your customers can now select to have their credit card remembered in our system in order to make payments easier when paying directly on the proposals!
 
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December 10, 2018

Creating a New Event - From a Template
You can now select to use an existing template to create a new event by just clicking the '+ Add New Event' module and choosing the template from the drop down menu.
 
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Rentals List - Returned Column
You can now manage your rental inventory even more effectively. Within an event, head to your Rentals List and you'll see the new "Returned" column. You can now add the number of items that were returned to you after an event. Hit the checkmark and Curate will update the inventory count so that you know exactly how many items you have in your inventory at any given time.
 
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November 26, 2018

Proposal Timelines - Auto Sort
You can now auto sort your Proposal Timeline tasks! Within an Event, head to your Timeline at the bottom of the Proposal and click on 'Sort' to sort your tasks chronologically by date. Gone are the days where you worry about making sure you put tasks in order! We are keeping things flexible so that you can order your Tasks how you would like but also have the opportunity to sort them in date order.
 
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Customer - Company Information
You can now include customer's company information within their contact information data! When inputting a new customer or editing an existing, you can now enter the company that they work for along with any other contact information.
 
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Forms - Drag and Drop Fields
You can now drag and drop the properties and fields you are using to quickly create and edit your Forms or Questionnaires. Head to your Forms Page, create a new Form or edit an existing, and use the directional object at the right of the property to click, drag, and drop specific fields from one position to another!
 
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New Item Choosing Experience - Photos
You can now search and select new items to build your Recipe with by using the new item choosing experience using photos! When building a Recipe, you can select on the Image icon next to the new item field on the left of the Recipe modal box. Curate will generate your Library items and display photos for each item. You can also search by the item name if you'd like to. This is a more efficient way to find items you may only recognize by look!
 
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Enhanced Calendar View 
You can now see more details regarding your Events, within the Calendar View in the Event Dashboard! Go to your Event Dashboard, select 'Switch to Calendar View' at the top right of the page and view your Calendar. When you hover over your Events for any given month, you can now see event details such as the total value, payment information, and more! This is a great way to see details of your events over the course of a month!
 
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Forms Triage (Merge To Existing Event)
You can now add form submissions to existing events within the Forms Page. Go to your Forms Page, and select a submission. From the 'Options' dropdown, you can now choose to create a new event using the submission or select to 'Triage with current event'. This will allow you to select an existing event and add form submission details to it! This is a more efficient way to use form submissions with new or existing events! 
 
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November 12, 2018

Rentals Page and Insights
You can now track and manage your rental items more effectively! We just introduced the Rental Page to our Navigation menu at the left of your Curate account. Now, you can see and search all your rental items and even take a peek to see where items are booked!
 
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Refund Payments
You now have the ability to mark payments as Refunded within your proposals! Head to the payment schedule inside of your proposal and click on the payment status to change the payment to 'Refunded'. Curate will now mark and record the payment as a refund and even refund Stripe payments directly!
 
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Address Line 2
You can now add an Address Line 2 for your customers and display them directly on your proposals! When adding a new customer or editing an existing, you can now add a second line to include address information such as Apartment, Unit, or Suite #'s. Curate will now display the second address line on the proposals!
 
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November 2, 2018

Rentals Inventory Enhancements
You can now track and manage your rental items more effectively! We just introduced the Rental List to our hamburger menu dropdown at the top right of your proposals. Now, you can see what rental items you have listed for your events, select in and out dates, and more!
 
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Recently Deleted Tool
You now have the ability to restore deleted proposals that you may have accidentally removed from your Event Dashboard. Inside of your Archived Events folder, you will now find a Deleted Events tab at the bottom where you can generate those lost events and restore them as necessary!
 
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+ Library Item (Rental Items)
Within the plus (+) button when building a proposal, you now have the ability to add those items categorized as rentals directly onto your proposal. Head into an event, click on the + button and select + Library Item. From there, select those rental items you would like to bring into your proposal!
 
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October 22, 2018

Google Maps Integration
When entering addresses for Customers, Vendors, or within the application, we will now autocomplete your address field as you type! This ensures a quick and easy way to bring in new addresses for your events and save you time from looking around on websites!
 
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October 5, 2018

Xero Integration (in Beta)
We have teamed up with Xero! Do you use Xero Accounting Software? If so, you can now sync your payments and invoices directly to your Xero account. Within your Settings tab, under Integrations, you will be able to connect and authenticate your account. Sync your Completed events over to Xero within your Reports tab once you run a report.
 
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User Timezone Settings
During your onboarding process and within your Settings tab, you can now enable your timezone to effectively support Curate notifications and proposal expiration settings. Now, you can view Notifications related to sent proposals and set proposal expiration times to reflect your own timezone without having to worry about the difference of time in a customer's geographical area.
 
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September 29, 2018

Default Cover Images
When creating proposals, you can now select from a list of default cover images and even upload your own photo! Inside of the Working View within your proposals, you can now click on the Paintbrush icon to display a list of default cover images or even upload your own. It's time to make your beautiful proposals even more beautiful!
 
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Drag and Drop - Forms and Proposals
Your customers can now drag and drop their own photos directly into their form submissions, giving them a simple and quick upload process! Within Curate, you can now drag and drop those submitted photos directly onto the proposal. You can do this by clicking on the Event Properties tab or by selecting your customer's name in Event Details and pulling in from the sidebar menu. This is sure to give both your customer and yourself a more simpler process to embed inspiration images onto your proposal!
 
Form Submissions
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Proposal Event Properties & Customer Properties
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September 17, 2018

Retail Pricing & Recipe Modal Box Update
When creating a recipe, admin users now have the ability to see both the cost and retail price for all items within their recipes while non-admin users will only see the retail price. Additionally, we moved the ability to 'Edit Master' on Items to the left of the item name (pencil icon in the image below). This improvement to the recipe creation process will help you understand and calculate your recipes more effectively!
 
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September 10, 2018

Media Library Sorting
Users can now organize and sort their Media Library by file upload source. Choose from Company Uploads, Form Submission Uploads, or All Uploads. This allows you to quickly sort your Media Library and focus in on only certain sources of Media within your account.
 
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Expected PU in Orders
Orders now contain the ability to view the expected PU for items when submitting bids. This is a great way for you to know exactly how many units you will need for a particular order to fulfill all of your arrangements. You can even save the receipt and allow your supplier to double-check on their end!
 
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Adding New Properties from the Event Properties Tab
Users can now create new event properties and enter information as they are working within a particular event. This allows you to upload new fields such as checkbox questions, single line texts, file uploads during the creation process. This is sure to save you a lot of time!
 
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August 20, 2018

User Roles
Are you adding a new user to your account and want to limit their access to your company settings? You can now do so in the User tab! This way they'll only be able to see notifications but your pricing profiles, integrations, and other company-wide settings will be secure from accidental touches.
 
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Event Owner First and Last Name Tokens
You can now customize your proposals further by using the event owner first name and last name tokens! This is a perfect chance to update your email templates so they're more personable with the event owner's name automatically included.
 
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Photo Upload to Forms
CurateProposal user can now create an upload property to add to their forms! This will allow clients and potential clients to upload up to five inspiration images that you can easily import into your proposals from your image library.
 
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August 13, 2018

E-Signature Verification
You and your clients will now need to check off a box confirming that you acknowledge that your e-signature is legally binding. This upgrade gives you the best possible legal protection and is standardized across other e-signing softwares.
 
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Optional Secondary Signatory
You can also choose whether or not to make the second customer a signatory on each of your events. This is perfect for when only the bride is paying and signing but you want to include the groom's information too.
 
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Event Number Tokens
You can now reference your event numbers in your emails to clients (or even in their proposals) with the simple insertion of an event number token. 
 
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Outlook Calendar Integration
Each of your team members can now sync the events they own to their personal Outlook calendars by setting up the integration in their account tab.
 
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July 23, 2018

Reference ID
You can now add a reference ID to all of your library items for an easier ordering experience with your suppliers. This will show up next to the item name in lists from both the Gameplan and Order tabs. 
 
Reference ID
 
Cups and Teaspoons
Curate now supports the use of cups and teaspoons in your library! Just add in the details of how many ounces of the product makes up 1 cup to start using cups and teaspoons in your recipes.

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July 16, 2018

Customize Order Email
You can now customize the subject line of your supplier order to help maintain smooth communication and records.
 
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Sales Report
Have multiple sales people set up in Curate? You can now see each user's close rate and the value of the events they own. Just go to the Reports tab, select the Sales report and date range, and generate your report.
 
Need to add more users to run this report? Let us know and we'll get you set up. 
 
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Remove Chat Icon
We've made updates to our chat icon that will be especially helpful for users who work from mobile devices. You can now hit the little X over the chat box to remove the chat from your screen for a smoother experience. Need to reach out? Just refresh the page and the chat box will reappear! 
 
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Billing Tab
We're making it easier to manage your account by moving the Billing tab to Settings (Company). Here you can also upgrade your account or add users with a few clicks. 
 
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July 2, 2018

Views Update
One of our most requested features is now here! You can customize your views with the click of a button. Select "Add New View" from the drop down list in the top left corner of your workroom and deselect whichever portions you'd like. Name and save the view and now it'll be accessible for all of your events. Your team can hop in to see the customized view or you can use your browser's print settings to generate a PDF.
 
Curate allows you to update the views
 
Import Multiple Products
You can now choose to add multiple products from inside an event. Just click +Product and select all of the products you'd like to include by clicking the check boxes.
 
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Saved Packages
You can now create saved packages from your products. This is perfect for when you have a certain set of saved products that you always import to your events together.
 
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June 18, 2018

Deprecating the Studio Tab
Just wanted to let you know that we'll be sunsetting our Studio tab on July 1. However, you'll still have access to all the great features once found there. Head over to the company tab to white label your account, set up your Google, Stripe, and Quickbooks Online integrations, edit your workflows, and create event tags. You can also generate your event and payment reports in the Report tab.


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June 4, 2018

Product Tab
We've changed the name of the recipe tab to the product tab so every event professional can feel that they can use the tab. You can save your special arrangements, menu items, and more in the product tab and then pull them into an event using +Product.
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Turn Off Rental Overbooked Notification
You now have the ability to decide to turn off the rental overbooked notification in the Company tab.  
 
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May 21, 2018

Additional Percentage Update
Users have long been able to build in an additional card fee on all items to cover those credit card transactions. Now, you can choose to tag on that additional percentage for all of your proposals as part of your pricing profiles.
 
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Hide All Prices Section
Our new Hide All Prices section type allows you to keep the total for a single section a secret too. Just click the wrench menu on your section header to select this new option.
 
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Calendar View
One of our most requested features, the new Calendar View allows you to see all of your events easily without having to switch between Curate and your personal calendar.
 
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May 14, 2018

Event Numbers
Today, we're giving you a gift that will make it easier than ever to keep track of your events from a single screen with Event Numbers! These numbers can be seen right under the event name and are assigned based on the order in which you created your events. This is also visible on the bottom left corner of your invoices to help keep your records in order.

May 7, 2018

Update Event Status
No longer do you have to go to the Events Dashboard to change your events from inquiry to proposal sent, booked, or anything else. You can now go to your Settings inside the event and change the status as you work!
 
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Reports Tab
We're deprecating the Studio tab and shifting most of the functionality to the Company tab except for reports. You'll now see the Reports Tab on your dashboard. This is where you'll be able to run your event and payment reports with more report options coming soon!
 
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April 30, 2018

Recipe Quantities
Have you ever had a line item with a bit of a complicated recipe? Maybe it was for a centerpiece with 4 short arrangements and 1 tall arrangement for a single table. Or maybe it was one that required 2 times the normal amount of tikka masala for 1 serving of rice to make a single menu item. We've made it easy with recipe quantities!

Simply add your recipe as normal. Then, add a quantity within the module. Add in your other recipes for the line item in the same way, then add the quantity you need as usual. 
 
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Unlinked Recipes
Ever have a recipe that serves 12, but you need to serve 60 guests? Instead of having to manually multiply your recipe, simply add in the original recipe, adjust the quantity you'll need (in this case, 5), then click the unlinked check box. Now, in the line item quantity, add the number of servings you need (60) to get the price per head with your markups included.
 
This also works perfectly for florists who may price centerpiece arrangements per person, rather than per table!
 
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April 23, 2018

Payment Reminders
No longer do you have to set a personal reminder to remind your clients that their payment is due. Just go to the Company tab, click Workflows, and choose how far in advance you want to send a reminder that a payment is due. Personalize the reminder text and let Curate do the rest! 
 
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