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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He emphasizes the importance of saving the file to avoid losing work. The initial step involves entering basic company information at the top, such as the company name, address, phone number, and details of the quote recipient. Colton focuses on establishing a template that can be reused, setting up the structure without worrying about formatting initially. He suggests that the formatting can be adjusted later, prioritizing the inclusion of essential information for the form.
