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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by opening a blank spreadsheet and saving it to prevent loss of progress. Colton sets up a template by entering generic information at the top, including the company name, address, phone number, and the recipient of the quote. He emphasizes the importance of creating a reusable template, noting that detailed information can be filled in later. Colton also mentions that initial formatting is not a priority, as the focus is on establishing the basic structure of the form, with adjustments to formatting possible afterward.