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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 saving it to prevent data loss. Colton emphasizes the importance of establishing a template by entering generic information, such as the company name, address, contact details, and recipient's name. He notes that the focus is on setting up the framework for the quote form, rather than formatting it perfectly at this stage. The goal is to create a reusable template that can be filled out with specific details later on. The session is aimed at helping viewers easily create a professional-looking quote form for their business.