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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by opening a blank spreadsheet, emphasizing the importance of saving the file to prevent data loss. Colton suggests entering essential generic information at the top, including the company name, address, phone number, and recipient details. The focus is on setting up a reusable template rather than formatting at this stage. Colton encourages viewers to think about the necessary components for the form, indicating that formatting can be addressed later. This method provides a foundation for creating a functional and efficient quote form for business purposes.