> ## Documentation Index
> Fetch the complete documentation index at: https://help.owlery.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automatically Send Documents on Tender

> Configure which documents (BOL, packing list, shipping label, customs invoice) Owlery generates and emails to carriers and facilities the moment you tender a quote.

**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.

## 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.

<Note>
  Your configuration is saved to your organization and remembered across all future quotes until you change it.
</Note>

## What each setting does

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

### 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.

### 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.

### 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.

<Tip>
  The Shipping Label option requires a shipping label template on your account. If you don't see it, contact [support@owlery.ai](mailto:support@owlery.ai).
</Tip>

### 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.

### 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.

### 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.

## Reviewing before you tender

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

### 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

### 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.

### 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.

## FAQ

<AccordionGroup>
  <Accordion title="Will my settings be saved for next time?">
    Yes. Your configuration is saved at the organization level and applies to all future tenders unless you change it.
  </Accordion>

  <Accordion title="What happens if a facility has no email contacts?">
    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.
  </Accordion>

  <Accordion title="Can I configure different documents for different lanes?">
    Yes. If your team uses the Routing Guide with Direct Tender, each lane can have its own document-sending configuration. Contact [support@owlery.ai](mailto:support@owlery.ai) to learn more.
  </Accordion>

  <Accordion title="What if a document email fails to send?">
    The tender itself is not affected. The failure is logged and the Owlery team is alerted automatically.
  </Accordion>

  <Accordion title="Why don't I see the Shipping Label or Canada Customs Invoice options?">
    These require specific templates and feature flags on your account. Contact [support@owlery.ai](mailto:support@owlery.ai) to get them set up.
  </Accordion>
</AccordionGroup>