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In this tutorial, Colton demonstrates how to create a quote form using Excel spreadsheets. He begins by opening a blank spreadsheet and emphasizes the importance of saving it to avoid losing progress. Colton proceeds to input basic information at the top, such as the company name, address, phone number, and the recipient’s name. He highlights that this phase is about setting up a template that can be reused, rather than focusing on formatting at this stage. The goal is to establish a general layout for the quote form, which can be refined later. The tutorial aims to help users create a functional and repetitive template for their business quotes.
