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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. The first step is to open a new spreadsheet and save it to prevent data loss. Colton begins by entering generic information at the top, including the company name, address, phone number, and the recipient of the quote. The focus is on setting up a reusable template rather than formatting, as initial appearance is not a priority. These placeholders can be filled in later with actual details, enabling users to create a consistent quote form they can use repeatedly.