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In this tutorial, Colton explains how to create a quote form using Excel. He begins by instructing viewers to open a blank spreadsheet and save it to prevent data loss. Colton highlights the importance of setting up a template, starting with basic information such as the company name, address, phone number, and recipient details. He emphasizes that the initial focus should be on gathering essential information rather than formatting. The goal is to develop a reusable template that can be easily updated with specific details later. Overall, this serves as a foundational step for efficient quote generation in business.
