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In this tutorial, Colton demonstrates how to create a quote form for your business in Excel. He instructs viewers to open a blank spreadsheet, save it, and input general information such as company name, address, phone number, and recipient of the quote. Colton emphasizes creating a template that can be reused and later filled out with specific details. Formatting is not a concern initially, as it can be adjusted later on. The goal is to establish the key elements that should appear on the form.
