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In this video tutorial, viewers learn how to create a quote for a customer. Start by accessing the contact list and searching for the desired customer. Once selected, navigate to the quotes icon to view past quotes and initiate a new one. Essential information to be entered includes the customer's name, the number of people, order type (pickup, dining, or delivery), current callback number, and payment method. Additionally, specify the pickup or delivery date, time, special instructions, and the order taker's name. After entering this information, scroll down to add order items, such as selecting a specific dish and its options, like meat choices.