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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form for businesses using Excel. He begins by opening a blank spreadsheet and emphasizes the importance of saving the file to prevent data loss. Colton suggests entering generic information at the top, such as the company name, address, phone number, and the recipient of the quote, to establish a template. He highlights that the goal is to create a reusable template that can be filled with specific details later. At this stage, Colton mentions that formatting is not a priority, as the focus is on identifying the essential elements to include on the form, with the option to refine the layout at a later time.
