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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He advises starting by saving the document to prevent data loss. Colton outlines the process of entering basic information such as the company name, address, phone number, and details for the quote recipient. He emphasizes the importance of creating a reusable template that can be filled out with specific information later. The focus at this stage is on getting the general setup in place, with formatting adjustments to be made in subsequent steps.
