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In this video tutorial, viewers learn how to create a quote for a customer. Starting from the contact list, users search for the relevant customer and access the quotes icon to view past quotes. A new quote can be initiated from the top right corner of the quotes box. Key information to input includes the customer's name, the number of people, order type (pickup, dining, or delivery), current callback number, and payment method. Additional details such as pickup/delivery date, time, special instructions, and the order taker's name are also required. Finally, users enter the order items, selecting the desired options, such as choices for a super deluxe barbecue bar.