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In this tutorial by Colton on creating a quote form using Excel, the first step is to open a blank spreadsheet and save it to prevent data loss. He starts by entering basic information at the top, such as the company name, address, phone number, and details about whom the quote is for. The focus is on establishing a template that can be reused, rather than getting caught up in formatting at this stage. Colton emphasizes setting up a general structure for the form, which can be refined later, and highlights the importance of having a consistently usable template for future quotes.
