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In this tutorial, Colton demonstrates how to create a quote form using Excel. He starts by opening a blank spreadsheet and advises saving it to avoid losing progress. He then inputs generic information at the top, including the company name, address, phone number, and details about the quote recipient. The focus is on setting up a reusable template rather than formatting, emphasizing that adjustments can be made later. Colton's goal is to establish a foundational layout for the quote form, which can be refined and customized in subsequent steps.