Collaboration features can be enabled for Qbox Account Owners by going to the Qbox web dashboard (qboxplus.coraltreetech.com/manage_collaborations) and clicking ‘+Add Features’ at the top-right. Starting January 1st, 2025, each feature added will automatically increase your Qbox monthly bill by $5 (USD).
Please note: you will only be able to add these features if you currently or have previously paid for your Qbox account.
You can hover your mouse over the question mark next to any of the features available to see more details about them.
Client Portal
- Add and manage clients with cloud storage for each client
- Clients can log in to the portal to view files, sign documents, and chat
- Edit documents from your browser
- Secure storage for client data
Signatures
- Unlimited eSignatures for team members, clients, and partners
- Drag-and-drop editor to prepare documents for signature
- Audit trail for all signatures
- Only Account Owners and Team Admins can initiate eSignatures
Tasks
- Assign tasks to team members and clients
- View task status in a Kanban board
- All team members can use Tasks
Chat
- Securely chat with team members
- Chat one-to-one or in groups
Invoicing
- Collect payments from clients using Stripe
- Use your own Stripe account
- View the history of payments requested and collected
- Invoicing is for Clients, so you can enable this only if the Client Portal is enabled
- Invoices can only be created by Account Owners and Team Admins
If you’d like to enable any of these features, you can toggle with the ‘Disable/Enable’ button. A new tab will appear for each enabled feature at the top of your Qbox web dashboard.