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A quote is a formal document outlining the services, products, and costs associated with a project, informing the client of what to expect. Even if a client seems informal about the process, it’s crucial to secure their signature and a deposit to establish a legitimate agreement. To create and send a quote, the tutorial recommends using Jobber, which allows users to list line items, materials, and labor. It's important to include a detailed description of the work to be done and specify a timeline for how long the quote is valid, such as three or ten days.