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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 spreadsheet. He advises saving the document initially to prevent losing progress. Colton begins by entering generic information at the top, including the company name, address, and contact details. He emphasizes setting up a template for repeated use and suggests that the formatting can be adjusted later. The focus at this stage is on establishing what information will be included rather than aesthetics, with the intention to refine the layout afterward.