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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using a blank spreadsheet. He advises users to first save the spreadsheet to prevent data loss. Colton begins by entering essential generic information at the top, such as the company name, address, phone number, and the intended recipient of the quote. The focus is on establishing a template that can be reused rather than on formatting details at this stage. He emphasizes setting up the necessary elements for the form now, with the intention of refining the appearance later. This approach allows for an efficient and repeatable quoting process.
