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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for your business in Excel. He advises starting with a blank spreadsheet and saving it, then entering generic information such as company name, address, phone number, and recipient of the quote. The goal is to create a template that can be reused, with formatting being a secondary concern at this stage. The focus is on setting up the key information to be included on the form.
