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A quote is a formal document detailing the services and products offered to a client, including costs and project goals. It’s essential to secure a client's signature and deposit, avoiding casual agreements, as unforeseen variables may arise before completing the work. Jobber is recommended for generating quotes, allowing users to specify line items, materials, labor, and provide a detailed description of the project. It's also advisable to include a validity period for the quote, such as three to ten days. This approach ensures clarity and commitment in client interactions.