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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton advises inputting generic information at the top, including the company name, address, and contact details, as a template. He emphasizes the importance of having a reusable template that can be filled in with specific details later. The initial focus is on setting up the necessary fields rather than formatting, which can be adjusted in subsequent steps. The goal is to create a functional framework for the quote form.
