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In this tutorial, Colton demonstrates how to create a quote form in Excel for your business. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests starting with generic information at the top, such as the company name, address, phone number, and the recipient of the quote. He emphasizes the importance of setting up a reusable template, which can be filled with specific details later. He notes that formatting is not a concern at this stage, as the primary goal is to establish a basic structure for the form. Adjustments to the design can be made in subsequent steps.
