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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business. He suggests starting by opening a blank spreadsheet and saving it to avoid losing work. Key information to include in the form is the company name, address, contact details, and recipient of the quote. The focus is on setting up a template that can be reused, with formatting adjustments to be made later. The goal is to establish a base layout for the form before adding specific details.
