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In this tutorial, Colton demonstrates how to create a reusable quote form using a blank Excel spreadsheet. He begins by recommending that users save their work immediately to prevent data loss. Colton then suggests entering basic company information at the top, including the company name, address, phone number, and details about the recipient of the quote. The focus is on establishing a template that can be filled out with specific details later. He emphasizes that initial formatting is not a priority, as the goal is to get a general layout in place, which can be refined at a later stage.
