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In this tutorial, Colton explains how to create a quote form using Excel. He begins by opening a blank spreadsheet and saving it to ensure no work is lost. Colton emphasizes the importance of establishing a template, which includes entering generic information such as the company name, address, contact details, and the name of the individual receiving the quote. He notes that while the initial setup may not focus on formatting, the goal is to organize the necessary elements for the quote form. The intention is to create a reusable template that can be filled out with specific details later.
