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In this Excel tutorial, Colton demonstrates how to create a quote form for a business. He advises starting with a blank spreadsheet and saving it to avoid losing progress. Colton then types generic information such as company name, address, phone number, and recipient of the quote. The goal is to create a template that can be reused for future quotes. Formatting is not a concern at the moment, as it can be adjusted later. The focus is on setting up the necessary information on the form.