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Colton from Custom Excel Spreadsheets offers a tutorial on creating a quote form for businesses using Excel. He advises starting with a blank spreadsheet, saving it to avoid losing progress, and inputting generic information at the top, including the company name, address, phone number, and the recipient of the quote. The focus is on setting up a reusable template that can be filled in with specific details later. Colton emphasizes that formatting is not a priority at this stage, as the goal is to establish the essential elements that will appear on the form, which can be refined later.
