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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form in Excel. He starts by opening a blank spreadsheet and saving it to prevent data loss. The initial step involves entering generic information at the top, such as company name, address, phone number, and the name of the person receiving the quote. Colton emphasizes the importance of setting up a reusable template rather than focusing on formatting at this stage. The goal is to outline the essential components that will appear on the form, leaving room for adjustments and detailing later on.
