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When a client requests a quick quote or proposal, it's important to have a streamlined approach. First, ensure that your proposal template is ready, especially if you frequently offer similar services. To create this template, navigate to workspace settings, then templates, and select agreements. There are three types of agreements: proposal, contract, and quote. A quote does not include signatures but features an accept button, while contracts come pre-loaded with legal language. Proposals provide a comprehensive view, incorporating elements from quotes and contracts. This setup allows for efficient preparation and ensures professionalism in client communications.