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In this tutorial, Colton demonstrates how to create a quote form using Excel. He emphasizes the importance of starting with a blank spreadsheet and saving it to prevent data loss. Colton guides viewers to input generic information at the top, such as the company name, address, phone number, and details regarding the quote recipient. The focus is on establishing a template that can be reused, with the understanding that formatting can be adjusted later. He highlights that the initial setup is more about what information to include rather than aesthetics. The goal is to create a functional and repetitive tool for business use.