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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He emphasizes the importance of saving the spreadsheet to avoid losing work. The tutorial begins with entering generic information, including the company name, address, phone number, and the details of the quote recipient, to establish a template. Colton notes that the initial focus is on setting up the structure rather than formatting, allowing for adjustments later. The goal is to create a reusable template for future quotes, ensuring all necessary elements are included in the setup process before refining the appearance.