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Colton guides viewers in creating a quote form using a blank Excel spreadsheet. He emphasizes the importance of saving the file to avoid losing progress. The tutorial involves entering basic information at the top of the spreadsheet, including the company name, address, phone number, and details regarding the quote recipient. Colton highlights the process of setting up a reusable template for future use, focusing on getting a general structure in place without worrying about formatting initially. He suggests that aesthetic adjustments can be made later as the form is developed further.
