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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. The focus is on inputting generic information at the top of the sheet, such as the company name, address, and contact details, while leaving space for specific customer information. Colton emphasizes the importance of this initial setup as a reusable template, without worrying about formatting at this stage. The goal is to establish a foundational layout that can be refined later as needed.