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In this video tutorial, viewers learn how to create a quote for a customer. The process begins by accessing the contact list to find the specific customer. Once selected, the quotes icon reveals previous quotes, and a new quote can be initiated in the top right corner. Essential information to enter includes customer details, the number of people, order type (pickup, dining, or delivery), current callback number, and payment method. Additionally, users input the pickup or delivery date, time, special instructions, and the person taking the order. After entering these details, users can add order items, such as selecting a "super deluxe barbecue bar" and specifying three meat choices.