The same builder creates quotes. A quote uses a "Valid until" date instead of a due date, hides payment details, and gives the recipient accept and decline buttons.
Step 1: Open the builder
Go to New Invoice. At the top of the form, find the document-type toggle.
Step 2: Switch to Quote
Click Quote on the toggle. The date label changes to Valid until and the submit button becomes Create Quote.
Step 3: Fill in the details
Add the recipient, line items, currency, and the "Valid until" date. Optionally tick the signature-line option if the quote will be signed on paper.
Step 4: Create and share
Click Create Quote, then copy the share link or email it from the detail page.
Step 5: Recipient accepts or declines
On the shared page, the recipient types their full name and clicks Sign & accept quote, or chooses to decline. Accepting records their name, the timestamp, and IP as the audit trail.