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In this tutorial by Colton from Custom Excel Spreadsheets, he demonstrates how to create a quote form for business use. The process begins with opening a blank spreadsheet and saving it to prevent data loss. Colton suggests entering basic company information at the top, such as the company name, address, phone number, and recipient details. He emphasizes the importance of setting up a reusable template that can be filled out with specific information later. The initial focus is on gathering the necessary elements for the form, rather than formatting, which can be adjusted at a later stage. This approach allows for a functional template that can streamline the quoting process.
