Marketplace - Teledynamics

Equipment providers like Teledynamics allow you to order hardware for your customers. By leveraging the Teledynamics application with projects the time between sending a quote or invoice to shipping and ordering the phones from Teledynamics is vastly reduced. Let's look at how we can use Teledynamics to improve the overall QuotingBill experience for your business!

Installation

You can find Teledynamics right here in the marketplace. Just like any other application click to install and then head to preferences to set up your Teledynamics account with QuotingBill!

Configuring

Within the Teledynamics application window you'll find in the submenu "Settings" that you need to give QuotingBill your Teledynamics credentials. To get these credentials please contact a representative from Teledynamics if you're unsure on how to retrieve them. After that, hitting save & test should let you know if everything was correctly configured!

Configuring products

The real power of QuotingBIll x Teledynamics comes from the ability to attach products to products from the Teledynamics inventory. By configuring a QuotingBill product to a Teledynamic Product, the entire system is now made aware that the specific QuotingBill product is tied to Teledynamics Product which becomes very handy later down the line when we're working with invoices and projects!

Here's how to configure a product to Teledynamics equipment!

Using the Teledynamics Direct application

In project tasks

The Teledynamics application offers a recipe for projects which you can add when creating a new project!

The Teledynamics application recipe also offers one task which allows us to order the equipment for that user which you can see here!

From here you can add shipping addresses, check stock and then proceed to ship the desired equipment from Teledynamics. You can also choose which shipping method you would like to use. After the order has been made you will be able to view it from the Teledynamics application window.

Note: If you checked "Create project" on your quote or invoice this task should already be populated with the correct product.

If you want to be up to date with what the QuotingBill community is suggesting for our product, or even suggesting something yourself that you don't see here, please visit our roadmap page here https://roadmap.quotingbill.io/