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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form. He begins by opening a blank spreadsheet and saving it to avoid losing work. Colton suggests entering generic information at the top, such as the company name, address, phone number, and the recipient's name. The focus is on establishing a reusable template for future quotes rather than formatting the initial layout. He emphasizes the importance of having a basic structure in place, which can be refined later, while planning the necessary information to include in the form.
