{"id":14384,"date":"2007-02-20T08:24:45","date_gmt":"2007-02-20T13:24:45","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/version-4-8-new-module-service-offer\/"},"modified":"2022-11-22T20:22:12","modified_gmt":"2022-11-22T20:22:12","slug":"version-4-8-new-module-service-offer","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/","title":{"rendered":"Service offers"},"content":{"rendered":"\n<p>Collabox has all the features to create your service offers and turn them into active <a href=\"\/project-management-to-optimize-your-processes\/?lang=en\">projects<\/a>.  <\/p>\n\n<h3 class=\"wp-block-heading\">Service offers in brief<\/h3>\n\n<p><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\">The Collabox Service Offering module offers several advantages:  <\/span><\/p>\n\n<ul class=\"wp-block-list\"><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\">Automatic<strong>archiving of<\/strong> your service offers in the project files<\/span>.<\/li><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\"><strong>Standardization<\/strong> of the presentation for all service offers, regardless of which employee prepares it.  <\/span><\/li><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\">Quick <strong>consultation<\/strong> and modification on all your devices.<\/span><\/li><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\">Easy <strong>revision<\/strong> by the collaborators (the last version is kept on the server).  <\/span><\/li><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\"> <strong>Customized<\/strong> PDF printing for quick delivery.<\/span><\/li><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\"><strong>Production start-up<\/strong> and automatic assignments.  <\/span><\/li><li><span style=\"font-family: Verdana, Arial, Helvetica, sans-serif;\">Creation of a<strong> Work order<\/strong> for internal production and allocation of hours to employees.<\/span><\/li><\/ul>\n\n<h3 class=\"wp-block-heading\">Create a service offer<\/h3>\n\n<p>Create your service offers from the &#8220;Management&#8221; tab in the main menu.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"888\" height=\"91\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-11.png\" alt=\"\" class=\"wp-image-17772\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-11.png 888w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-11-300x31.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-11-768x79.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-11-610x63.png 610w\" sizes=\"auto, (max-width: 888px) 100vw, 888px\" \/><\/figure><\/div>\n\n<p>Then add a service offering to create a new one.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"421\" height=\"71\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-12.png\" alt=\"\" class=\"wp-image-17774\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-12.png 421w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-12-300x51.png 300w\" sizes=\"auto, (max-width: 421px) 100vw, 421px\" \/><\/figure><\/div>\n\n<p>Several tabs will appear to customize the offer.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"101\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-13-1024x101.png\" alt=\"\" class=\"wp-image-17776\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-13-1024x101.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-13-300x30.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-13-768x76.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-13-610x60.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-13.png 1117w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Infos<\/h3>\n\n<p>The &#8220;Info&#8221; tab is the general description of your service offering. Several elements must be filled out, including the name of the offer, the contact person, the context of the intervention and the mandate. It is important to link your offer to a project, which means creating one if you have not already done so. The offer and the project will automatically be in &#8220;submission&#8221; type.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-14-1024x618.png\" alt=\"\" class=\"wp-image-17778\" width=\"790\" height=\"476\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-14-1024x618.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-14-300x181.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-14-768x463.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-14-610x368.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-14.png 1215w\" sizes=\"auto, (max-width: 790px) 100vw, 790px\" \/><\/figure><\/div>\n\n<p>Then fill in the remaining fields, such as delivery date, reference number or probability of closing (can be linked to the <a href=\"\/crm-for-your-customer-relations\/?lang=en\">CRM module with &#8220;opportunity status&#8221;<\/a>.<\/p>\n\n<h3 class=\"wp-block-heading\">Phases<\/h3>\n\n<p>The second tab, &#8220;Phases&#8221;, corresponds to all the elements that must appear on your service offer. Prioritize your items and decide how the amount will be presented to your client.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"333\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-17.png\" alt=\"\" class=\"wp-image-17786\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-17.png 816w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-17-300x122.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-17-768x313.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-17-610x249.png 610w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Fees<\/h3>\n\n<p>The &#8220;Fees&#8221; tab is used to describe your phases. Identify the steps, assign an employee and a department, and indicate the number of hours expected to complete the phase.  <\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18-1024x438.png\" alt=\"\" class=\"wp-image-17788\" width=\"821\" height=\"351\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18-1024x438.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18-300x128.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18-768x328.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18-1536x657.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18-610x261.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-18.png 1598w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Disbursements, revenues and notes<\/h3>\n\n<p>If necessary, also fill in the Disbursements, Products and Notes tabs. Manage project expenses more easily or forecast your products from your inventory. Notes are used to record a feature, a clause or the terms and conditions of your service offer.<\/p>\n\n<h3 class=\"wp-block-heading\">Printing and sending to the customer<\/h3>\n\n<p>View your service offering under the &#8220;Print&#8221; tab. Select the desired option and click on the &#8220;Print&#8221; button. A PDF document will open with all the information of your service offer. If you work with products and need to print labels, the option is also there for you!<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"815\" height=\"398\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-19.png\" alt=\"\" class=\"wp-image-17790\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-19.png 815w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-19-300x147.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-19-768x375.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-19-610x298.png 610w\" sizes=\"auto, (max-width: 815px) 100vw, 815px\" \/><\/figure>\n\n<p>Finally, send your service offers directly from the Collabox. First select the &#8220;Email&#8221; tab, then fill in the appropriate fields. Compose your message, then select the desired attachment and signature options.  <\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"935\" height=\"853\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-21.png\" alt=\"\" class=\"wp-image-17794\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-21.png 935w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-21-300x274.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-21-768x701.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-21-610x557.png 610w\" sizes=\"auto, (max-width: 935px) 100vw, 935px\" \/><\/figure><\/div>\n\n<p>Collabox saves and classifies emails sent to clients when you use its internal messaging system. This makes it much easier to manage your customer follow-ups!  <\/p>\n\n<p>Please note that you can save your service offers on your computer at any time and send them in the traditional way via your company email without using the Collabox.<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n<p>info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Collabox has all the features to create your service offers and turn them into active projects. Service offers in brief The Collabox Service Offering module offers several advantages: Automaticarchiving of&#8230;<\/p>\n","protected":false},"author":1,"featured_media":27986,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[230,213,196,259],"tags":[],"class_list":{"0":"post-14384","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-digital-transformation","8":"category-service-offerings","9":"category-versions-en","10":"category-your-crm"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Service offers - CRM Module - Collabox 2026 Software 100% Quebec<\/title>\n<meta name=\"description\" content=\"Create your service offers in the Collabox and link them to your projects, employees and business opportunity board.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Service offers\" \/>\n<meta property=\"og:description\" content=\"Create your service offers in the Collabox and link them to your projects, employees and business opportunity board.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/\" \/>\n<meta property=\"og:site_name\" content=\"Collabox\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/collbx\" \/>\n<meta property=\"article:published_time\" content=\"2007-02-20T13:24:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-22T20:22:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2007\/02\/SW_ods.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2537\" \/>\n\t<meta property=\"og:image:height\" content=\"1828\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"ad2816ed_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ad2816ed_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/\"},\"author\":{\"name\":\"ad2816ed_admin\",\"@id\":\"https:\/\/doc.collabox.com\/en\/#\/schema\/person\/f5c41eec8a13ff07c99a6059ded74439\"},\"headline\":\"Service offers\",\"datePublished\":\"2007-02-20T13:24:45+00:00\",\"dateModified\":\"2022-11-22T20:22:12+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/\"},\"wordCount\":492,\"publisher\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2007\/02\/SW_ods.png\",\"articleSection\":[\"Digital transformation\",\"Service offerings\",\"Versions\",\"Your CRM\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/\",\"url\":\"https:\/\/doc.collabox.com\/en\/2007\/02\/20\/version-4-8-new-module-service-offer\/\",\"name\":\"Service offers - 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