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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 file to prevent data loss. Colton begins by typing generic information at the top of the spreadsheet, such as the company name, address, phone number, and recipient details. His focus is on establishing a template that can be reused, rather than getting bogged down by formatting at this stage. Colton assures viewers that the appearance can be refined later, as he prioritizes outlining the key elements to include in the form.