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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He begins by opening a new spreadsheet and saving it to prevent data loss. Colton suggests entering generic information at the top, such as the company name, address, phone number, and recipient details, to establish a template. He emphasizes the importance of setting up a reusable format that can be filled in later with specific details, rather than focusing on immediate formatting, which can be adjusted later. The overall goal is to create a functional template for future use.
