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In this tutorial, Colton demonstrates how to create a quote form for your business using Excel. He advises starting with a blank spreadsheet, saving it to avoid losing work, and entering generic company information at the top. This includes company name, address, phone number, and recipient of the quote. The focus is on creating a template that can be reused. Colton emphasizes that formatting can be adjusted later, and the main goal is to outline the information to be included in the form.