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In this tutorial, Colton demonstrates how to create a quote form using Excel. He starts by opening a blank spreadsheet and saving it to prevent data loss. Colton inputs generic information, such as the company name, address, phone number, and the name of the quote recipient, to establish a template. He emphasizes the importance of creating a reusable template for future quotes. Initially, he focuses on laying out the necessary components without worrying about formatting, noting that aesthetic improvements can be made later. The goal is to have a foundational setup that can be refined and populated with specific details in subsequent uses.
