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In this tutorial, Colton explains how to create a quote form in Excel for your business. He advises starting with a blank spreadsheet, saving your work, and entering generic information such as company name, address, phone number, and recipient of the quote. The focus is on setting up a template that can be saved and reused, with the opportunity to fill in real details later. Formatting can be adjusted later, so the initial appearance may not be perfect. The aim is to plan out the content to be included on the form.
