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Where to find it: Quotes → open any quote When you tender a quote in Owlery, you can automatically generate and send your shipment documents — all in one step. This page covers where to find the settings, what each option does, and how to review everything before you confirm. Which documents are available here depends on what’s turned on in Document Settings: the three standard documents, plus any custom templates on your account.

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Where the settings live

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Open any quote from the Quotes page. Next to the rate response table you’ll see the Configuration card. It shows a summary of what will be sent on tender, and a Configure button to adjust the settings.
Your configuration is saved to your organization and remembered across all future quotes until you change it.

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What each setting does

Click Configure on the Sending Configuration card to open the settings table.

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Bill of Lading (BOL)

Generates and emails a Bill of Lading at tender time.
  • Carrier: toggle on to email the BOL to the carrier assigned to the load.
  • Facilities: check the stops that should receive the BOL. If every stop is checked, the row switches to All facilities.
  • CC: toggle on to CC the order owner on the BOL email.

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Packing list

Generates and emails a packing list at tender time. Sent to facilities only.
  • Facilities: the packing list is sent to the first pickup facility on the quote.

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Shipping label

Generates and emails a shipping label at tender time. Sent to facilities only.
  • Facilities: the shipping label is sent to the first pickup facility on the quote.
The Shipping Label option requires a shipping label template on your account. If you don’t see it, contact support@owlery.ai.

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Custom document templates

Any custom template you’ve turned on in Document Settings gets its own row here, alongside the standard documents.
  • Carrier: toggle on to email the document to the carrier.
  • Facilities: check the stops that should receive it.
A template’s row appears only when the template applies to the shipment. The Canada customs invoice, for example, shows up only on cross-border Canada moves.

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Send order to facility

When toggled on, Owlery sends the related purchase order(s) to the pickup and dropoff facilities via their connected integrations. Orders are matched by reference number.

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Rate confirmation email

When toggled on, the carrier or broker receives a rate confirmation email at tender. This is the standard tender notification — leave this on unless you handle ratecons outside Owlery.

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Reviewing before you tender

You get three checkpoints so nothing goes out unless you’ve seen it.

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1. The summary card

The Sending Configuration card on the quote shows exactly what will happen at a glance:
  • Which documents will be sent
  • To whom: carrier, facilities, or both
  • Warnings if any selected facility is missing email contacts

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2. The Configure dialog

Click Configure to open the full settings table. A live Summary panel at the bottom updates as you toggle options, so you always know exactly what will be sent. Click Save to apply.

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3. The confirmation steps

When you click the tender button, Owlery walks you through a step-by-step confirmation flow for every document you’ve configured. You preview each document before it’s sent:
  • Check BOL: review the generated BOL and make any last adjustments.
  • Check Packing List: review the packing list before it’s emailed.
  • Check Shipping Label: review the shipping label before it’s emailed.
  • Quote Write Back: review and confirm any price write-back to your ERP.
Custom templates get their own check step too, named after the document. After you confirm each step, the tender is submitted and all documents are sent automatically.

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FAQ

Yes. Your configuration is saved at the organization level and applies to all future tenders unless you change it.
The summary card and confirmation steps show a warning. The document is still generated, but that facility won’t receive the email. Add facility contacts under Facilities → Contacts to resolve this.
Yes. If your team uses the Routing Guide with Direct Tender, each lane can have its own document-sending configuration. Contact support@owlery.ai to learn more.
The tender itself is not affected. The failure is logged and the Owlery team is alerted automatically.
Only documents turned on in Document Settings appear here, and custom templates additionally need to apply to the shipment. Custom templates are built by Owlery on request — contact support@owlery.ai to get one set up.