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In this tutorial, Colton presents a step-by-step guide on creating a quote form in Excel. He begins by opening a blank spreadsheet and advises saving it immediately to prevent data loss. Colton emphasizes the importance of establishing a template, starting with generic information at the top, including the company name, address, phone number, and the client for whom the quote is intended. He mentions that the initial layout doesn’t need to be perfect, as formatting can be adjusted later. The primary goal is to set up a reusable template for efficiently issuing quotes in the future.
