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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 saving it to prevent data loss. Colton suggests entering generic information at the top, including the company name, address, phone number, and recipient details, to establish a template. He emphasizes the importance of designing a reusable template that can be filled in with specific details later. The focus at this stage is on content layout rather than formatting, as adjustments can be made in the future. This process aims to create an efficient quoting tool for business use.