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In this tutorial, Colton from custom Excel spreadsheets explains how to create a quote form for a business. He advises to start by opening a blank spreadsheet and saving it. Then, he types in generic information such as company name, address, phone number, and recipient of the quote. Colton emphasizes the importance of setting up a template that can be saved and reused. He suggests focusing on content first and worrying about formatting later. The goal is to create a form that can be easily customized with real information.