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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 suggests starting by entering generic company information such as the company name, address, and contact details. He emphasizes setting up a template that can be reused, allowing for easy updates with actual information later. At this stage, he focuses on gathering the necessary components for the form rather than formatting, noting that aesthetics can be improved in subsequent steps.
