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In this tutorial, Colton demonstrates how to create a quote form in Excel for your business. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests typing in generic information at the top, such as the company name, address, and contact details. The initial focus is on setting up a template that can be reused, rather than on formatting. He emphasizes the importance of getting a basic structure in place for the quote form, which can be refined later. The goal is to have a customizable form that can be filled with specific details as needed.