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In this video tutorial, viewers learn how to create a quote by first accessing the contact list to find the desired customer. Once selected, they can click on the quotes icon to view past quotes and initiate a new one in the top right corner. Key information to enter includes customer details, number of people, order type (pickup, dining, or delivery), callback number, and payment method. On the right side, users input the pickup or delivery date, time, any special instructions, and the person taking the order. After filling in this information, they can scroll down to select order items, such as specific choices for a super deluxe barbecue bar, including meat options.