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In this tutorial, Colton demonstrates how to create a quote form for a business in Excel. He starts by opening a blank spreadsheet and saving it. He then types in generic information such as the company name, address, phone number, and recipient of the quote. The goal is to create a template that can be saved and used repeatedly. Formatting is not a priority at this stage, and it can be adjusted later. The focus is on setting up the basic information that should appear on the form.