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In this tutorial, Colton explains how to create a quote form using Excel. He starts by opening a blank spreadsheet and saving it to prevent data loss. Colton then suggests entering basic information at the top, including the company name, address, and contact details, as well as specifying the quote recipient. The initial focus is on creating a template that can be reused for future quotes, rather than on formatting. He emphasizes that the appearance can be improved later and stresses the importance of organizing key information for the quote form. This setup will serve as a foundational template for ongoing use in business.