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In this tutorial, Colton demonstrates how to create a quote form for your business using Excel. He advises starting with a blank spreadsheet and saving it to avoid losing work. Begin by typing in generic information such as company name, address, phone number, and recipient of the quote. Focus on setting up a template that can be used repeatedly, with the option to fill in actual details later. Don't worry about formatting at this stage; it can be adjusted later on. The goal is to establish the basic elements needed on the form before refining its appearance.
