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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using a blank Excel spreadsheet. He begins by advising viewers to save their work to prevent data loss. Colton suggests inputting generic information at the top of the form, including the company name, address, phone number, and quotation recipient's details. The focus is on setting up a reusable template rather than immediately formatting the document, allowing for adjustments later. The objective is to create a foundational layout that can be customized with specific information in the future.