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In this tutorial, Colton demonstrates how to create a quote form for your business using Excel. The first step is to open a blank spreadsheet and save it to avoid losing any work. Begin by typing general information such as the company name, address, phone number, and details of the quote recipient. The goal is to create a template that can be reused. Don't worry about formatting initially, as that can be adjusted later. Focus on setting up the structure of the form first.