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A quote is a formal document that outlines the services and products being offered, the expected outcomes, and associated costs. It's important to get the client's signature and deposit to establish a legitimate agreement, rather than relying on informal conversations. For creating quotes, the tool Jobber is recommended for its user-friendly interface, allowing the inclusion of line items, materials, and labor. Detailed descriptions of the work and expectations are essential. Additionally, specify the validity period of the quote, such as three or ten days, to ensure clarity for both parties.