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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using Excel. He begins by opening a blank spreadsheet and saving it to prevent loss of work. Colton instructs viewers to enter generic company information at the top, including the company name, address, phone number, and the intended recipient of the quote. The focus is on establishing a template that can be reused rather than on formatting the details initially. He emphasizes that adjustments for aesthetics can be made later, prioritizing the setup of necessary elements for the quote form.