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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 first saving the file to avoid losing progress. The process begins with entering generic information at the top, such as the company name, address, and contact details, as well as the recipient of the quote. Colton's approach focuses on establishing a template for repeated use, rather than initial formatting. He suggests that the current stage is about organizing the content that needs to be included in the form, with the intent to refine the look later on. The primary goal is to prepare a reusable quote form for business purposes.