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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 early to prevent data loss. Colton begins by entering generic information at the top of the spreadsheet, including the company name, address, phone number, and recipient details, focusing on creating a reusable template. He notes that formatting is not a priority at this stage and that the main goal is to outline the essential components to include in the form, which can be refined later.