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In this tutorial, Colton demonstrates how to create a quote form using Excel. He begins by opening a blank spreadsheet and emphasizes the importance of saving the file to avoid losing work. Colton starts by entering generic information at the top, such as the company name, address, and contact details, while noting that this is just a template setup. He encourages users to focus on outlining the necessary components for the form without worrying about formatting at this stage, as adjustments can be made later. The goal is to create a reusable template for future quotes.