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Colton presents a tutorial on creating a quote form using Excel. He advises starting with a blank spreadsheet and saving it to avoid losing work. The initial step involves entering generic information at the top, such as the company name, address, phone number, and details of the quote recipient. Colton emphasizes the importance of establishing a template that can be reused, noting that formatting can be adjusted later. The focus is on outlining the essential elements to include in the form, with the intention of refining the design as needed.
