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In this tutorial, Colton demonstrates how to create a quote form using a blank Excel spreadsheet. He emphasizes the importance of saving the file initially to prevent data loss. Colton instructs viewers to start by entering basic information at the top of the spreadsheet, such as the company name, address details, and the recipient of the quote. He highlights the goal of designing a template that can be reused consistently. At this stage, he focuses on organizing content rather than formatting, noting that aesthetics can be improved later. The main aim is to establish a general layout for the quote form.