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Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using a blank spreadsheet. He begins by advising viewers to save their work to prevent data loss. Colton suggests entering generic information at the top, including the company name, address, phone number, and recipient details, to set up a reusable template. He emphasizes that the initial focus is on establishing a basic structure rather than formatting, as aesthetics can be adjusted later. The goal is to create a functional template that can be filled in with specific information for future quotes.
