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In this tutorial, Colton demonstrates how to create a quote form for your business using Excel. He advises starting with a blank spreadsheet and saving it to avoid losing work. Colton then suggests typing in generic information such as the company name, address, phone number, and recipient of the quote. This serves as a template that can be filled out with real information later. He emphasizes the importance of creating a reusable template, with formatting being a secondary concern that can be adjusted later. The focus is on establishing the content of the form initially.