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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for business use. He begins by opening a blank spreadsheet and recommends saving it immediately to prevent data loss. Colton suggests entering generic information at the top, including the company name, address, and contact details. He emphasizes the importance of setting up a reusable template that can be filled out with specific information later. At this stage, he focuses on getting the essential contents in place without worrying about formatting, indicating that adjustments can be made later in the process. The goal is to establish a functional groundwork for the quote form.