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In this tutorial by Colton from Custom Excel Spreadsheets, viewers learn how to create a quote form for a business using Excel. The process begins with opening a blank spreadsheet and saving it to prevent loss of work. Colton emphasizes entering generic information at the top, such as the company name, address, phone number, and a section for specifying who the quote is for. The focus is on establishing a reusable template rather than formatting at this stage. The goal is to create a basic structure that can later be filled with specific details and improved in appearance.
