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In this tutorial, Colton explains how to create a quote form for your business in Excel. The first step is to open a blank spreadsheet and save it to avoid losing any work. Then, start by entering general information such as company name, address, phone number, and recipient of the quote. This is just a template setup, so details can be filled in later. The focus is on setting up a reusable template that can be customized later. Do not worry about formatting at this stage, as it can be adjusted later on. The goal is to establish the content of the form before refining the appearance.