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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 file to prevent data loss. Colton begins by adding generic information at the top, such as the company name, address, and contact details. His goal is to set up a template that can be reused, focusing on the layout rather than formatting initially. The focus is on establishing the essential components of the quote form, with the intention of refining the design later. This approach allows users to create a functional and adaptable tool for business quotes.