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In this tutorial, Colton demonstrates how to create a quote form using Excel. He starts by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests inputting generic information at the top, such as the company name, address, and phone number, as well as fields for the quote recipient's details. The goal is to create a reusable template for future quotes. Initially, the focus is on getting the basic structure in place rather than formatting, with the intention to refine the appearance later. The emphasis is on establishing a functional foundation for the quote form.