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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using a blank spreadsheet. First, he advises saving the document to prevent data loss. He begins by inputting generic company information at the top, such as the company name, address, phone number, and recipient details. The focus is on establishing a template that can be reused, rather than formatting at this stage. Colton emphasizes that the layout can be adjusted later to improve the appearance, as the initial step is to identify what information should be included on the form.
