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In this tutorial, Colton from Custom Excel Spreadsheets guides viewers on creating a quote form using a blank spreadsheet. He emphasizes the importance of saving the document to avoid losing any work. Colton begins by typing in generic information at the top, including the company name, address, and phone number, while preparing a template that can be reused. He mentions that the initial focus is on establishing the content of the form rather than formatting, which can be adjusted later. The goal is to create a functional template that can be filled out with specific details for future use.