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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business. He suggests opening a blank spreadsheet, saving it, and entering generic information such as company name, address, phone number, and recipient of the quote. The focus is on setting up a template that can be reused, with details to be filled in later. Formatting is not a concern initially, as it can be adjusted later. The goal is to establish the essential elements of the form for future use.