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In this tutorial, Colton demonstrates how to create a reusable quote form using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests entering basic information at the top, such as the company name, address, phone number, and details about the quote recipient. The focus is on developing a template that can be updated with specific information later. Formatting is not a concern at this stage; the goal is to outline the essential components of the form initially. Colton emphasizes the importance of setting up a template for repeated use.