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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 spreadsheet to avoid losing work. Colton begins by entering basic information at the top of the sheet, such as the company name, address, and phone number, and indicates that the template should be designed for repeated use. He advises not to worry about formatting initially, focusing instead on determining which details to include in the form. The goal is to establish a functional template that can be customized later with specific information.