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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes starting with generic information, including the company name, address, and contact details, along with the recipient of the quote. The focus is on building a reusable template that can be modified later with specific information. He notes that formatting is not a priority at this stage, as the initial goal is to outline the key components that will be included in the quote form. Colton assures viewers that adjustments can be made for aesthetics at a later time.
