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In this tutorial, Colton demonstrates how to create a quote form using Excel. He starts by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes the importance of setting up a template that can be reused for future quotes. He begins by entering basic information at the top of the spreadsheet, including the company name, address, phone number, and the recipient of the quote. At this stage, he focuses on organizing the necessary details without worrying about formatting, planning to refine the layout later. The goal is to establish a foundational template for consistent use in business operations.
