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Colton presents a tutorial on creating a quote form using 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, including the company name, address, phone number, and details about the quote recipient. Colton emphasizes the importance of establishing a reusable template for future use, rather than focusing on formatting at this stage. His goal is to outline the essential elements that will appear on the form, with plans to refine the layout later.
