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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 starting with generic information at the top of the document, such as the company name, address, phone number, and details about the quote recipient. The focus is on setting up a reusable template without concerning himself with formatting at this stage. The goal is to organize the information that will eventually appear on the form, with formatting adjustments to be made later.
