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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 Bills of Lading, packing lists, shipping labels, and Canada customs invoices — all in one step. This page covers where to find the settings, what each option does, and how to review everything before you confirm.

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Where the settings live

Open any rate 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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Canada customs invoice

Generates and emails a Canada customs invoice at tender time. Only appears for cross-border Canada moves where the feature is enabled on your account.
  • Carrier — toggle on to email the invoice to the carrier.
  • Facilities — check the stops that should receive the invoice.

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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.
  • Check Canada Customs Invoice — review the customs invoice before it’s emailed.
  • Quote Write Back — review and confirm any price write-back to your ERP.
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.
These require specific templates and feature flags on your account. Contact support@owlery.ai to get them set up.