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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He begins by advising viewers to save the file to prevent losing their work. Colton focuses on inputting generic information at the top of the sheet, such as the company name, address, phone number, and the recipient of the quote. The aim is to set up a reusable template for future use. He emphasizes that formatting is not a priority at this stage, as the initial step is to outline the essential elements to include in the form. Subsequent attention can be given to formatting later on.