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In this tutorial, Colton from Custom Excel Spreadsheets explains how to create a business quote form using Excel. He suggests starting with a blank spreadsheet and saving it to avoid losing work. Colton demonstrates entering basic information such as the company name, address, and contact details at the top, emphasizing the importance of creating a reusable template. He notes that the initial setup does not require formatting, allowing flexibility to adjust aesthetics later. The focus is on establishing the essential components of the form before refining its appearance.
