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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests entering basic information at the top, including the company name, address, phone number, and details for the quote recipient. The focus is on setting up a reusable template rather than formatting at this stage. He emphasizes that the initial setup is about identifying the necessary elements to include in the form, with the intention to refine the appearance later. The ultimate goal is to develop a functional template for future use.
