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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He advises users to save the file initially to prevent data loss. The focus is on entering generic company information at the top, including the company name, address, and other relevant details. Colton emphasizes the importance of setting up a template that can be reused, rather than getting caught up in formatting at this stage. The main goal is to establish a foundation of necessary information that can be customized later. Overall, the tutorial aims to guide users in creating a practical and reusable quote template for their business.