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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 emphasizing the importance of saving the document to avoid losing work. Colton starts by entering generic company information at the top, including the company name, address, and contact details. He focuses on establishing a basic template that can be reused in the future, rather than worrying about formatting at this stage. The goal is to create a foundational layout that can be customized with specific details later. The tutorial aims to help users set up an efficient and repeatable quoting process.