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In this tutorial from Roofing Passport, viewers learn how to set up a bid form template for job outputs. The presenter begins by selecting a job from their job list and accessing the edit job page. The first step is to download a sample bid template by clicking on the help button, navigating to the systems administrators section, and selecting the simple job bid template for download. After downloading, the file is opened, editing is enabled, and it is saved to the desktop for easy access. The video highlights the template's features, starting with a header section where users can insert their company logo and contact information.