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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by advising viewers to open a blank spreadsheet and save their work to prevent data loss. He starts by entering generic information at the top, such as the company name, address, phone number, and the recipient of the quote. Emphasizing the importance of establishing a reusable template, Colton notes that the initial setup doesn’t need to be formatted perfectly, as formatting can be adjusted later. The focus is on organizing the necessary elements for the quote form that will be customized with real information later on.
