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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form using a blank spreadsheet. He emphasizes the importance of saving the file to avoid losing work. The initial step involves entering generic information, including the company name, address, phone number, and details about the client receiving the quote. Colton focuses on setting up a template that can be reused, rather than worrying about formatting at this stage. He encourages users to first outline the essential elements they want on the form and mentions that formatting can be adjusted later. The goal is to create a functional and adaptable quote template for business use.
