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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a reusable quote form in Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. The initial step involves entering generic information at the top, such as the company name, address, phone number, and the recipient of the quote. Colton emphasizes the importance of establishing a template that can be modified and reused for future quotes. He notes that while formatting may not be a priority at this stage, it can be adjusted later, focusing instead on identifying the key elements to include in the form.
