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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 emphasizes the importance of saving the file to prevent data loss. Colton starts by entering generic information at the top of the spreadsheet, including the company name, address, phone number, and recipient details. The focus is on building a reusable template rather than on formatting, as the initial layout may not look perfect. The aim is to outline what elements will be included in the form, with the intention of refining the design later.