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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He emphasizes the importance of saving the file initially to prevent losing work. Colton suggests beginning by inputting generic information at the top, including the company name, address, and contact details. This initial setup focuses on creating a template that can be reused, allowing users to fill in specific details later. He reassures viewers that formatting isn’t a priority at this stage, as adjustments can always be made afterward. The goal is to establish a basic structure for the quote form that can be customized in future uses.