Average Ratings 2 Ratings

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Description

Curate is an event management platform that caters to the needs of caterers and florists. Curate automates every step from proposal to strike unlike spreadsheets and sticky notes. This allows event professionals to spend more time doing what they love. Curate offers three products that seamlessly work together: Curate PROPOSALS, Curate COGS and Curate Rentals.

Description

Formlio is a no-code platform that revolutionizes the proposal process by enabling teams to create dynamic, web-based proposals rather than relying on traditional static PDFs. Users have the ability to assemble sleek, client-ready documents using a variety of professional templates and customizable content blocks, which encompass elements like text, images, videos, portfolios, case studies, testimonials, timelines, processes, FAQs, pricing, charts, approvals, and electronic signatures. With Formlio, presenting essential details such as project scope, service packages, pricing options, optional add-ons, timelines, deliverables, and evidence of work becomes a more engaging experience for potential clients. The platform features interactive quoting that allows prospects to examine choices and witness real-time total updates, while integrated approval systems and e-signatures facilitate the progression of deals directly within the proposal. Once a proposal is dispatched, teams benefit from comprehensive proposal analytics to monitor engagement metrics, including the number of views, the duration of time spent on the proposal, approval statuses, and client interactions. Essentially, Formlio aims to empower service-oriented businesses to save valuable time, enhance the quality of their presentations, minimize unnecessary communication, and ultimately attract a greater number of clients. By streamlining the proposal process, Formlio supports teams in focusing on what truly matters—building relationships and closing deals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Calendar Yes 
Google Maps Yes 
Microsoft Outlook Yes 
Nowsta Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Stripe Yes 
Xero Yes 

Integrations

Google Calendar No 
Google Maps No 
Microsoft Outlook No 
Nowsta No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Stripe No 
Xero No 

Pricing Details

$100 per month
Pricing is customized and a single product can start as low as $100/mo
Free Trial No 
Free Version No 

Pricing Details

15
Formlio offers a free plan that includes the core features needed to create and publish interactive proposals. Paid plans start at $15/month/user and increase based on the number of published documents and advanced usage needs. All plans include unlimited team members on the free plan, with paid plans charged per user. Users can start for free, create their first proposals, and upgrade when they need more publishing capacity.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Curate.co

Founded

2014

Country

United States

Website

curate.co/

Vendor Details

Company Name

Formlio

Founded

2025

Country

France

Website

formlio.com

Product Features

Catering

Banquet Management Yes 
Billing & Invoicing Yes 
Booking Management Yes 
Calendar Management Yes 
Contract Management Yes 
Costing Yes 
Customer Database Yes 
Event Management Yes 
Facility Management No 
Inventory Management Yes 
Kitchen / Menu Management Yes 
Order Management No 
Quote Management Yes 
Recipe Management Yes 
Waitstaff Management No 

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties Yes 

Florist

Automated Card Printing No 
Customer Account Profiles Yes 
Delivery Tracking No 
Order Management Yes 
Production Tracking Yes 
Stem Counting Yes 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Rental

Auto / Boat Rental No 
Contract Management Yes 
Inspection Management No 
Inventory Management Yes 
Late Fee Calculation No 
Maintenance Management No 
Medical Equipment Rental No 
Multi-Location No 
Online Booking Yes 
Rate Management No 
Recurring Rentals No 
Reservations Management No 
Scheduling No 
Short / Long Term Rental No 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control Yes 

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