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In this tutorial, Colton from Custom Excel Spreadsheets guides viewers on creating a quote form for business. He begins by opening a blank spreadsheet and saving it to prevent data loss. Next, he suggests entering generic information at the top, such as the company name, address, and contact details. Colton emphasizes the importance of setting up a reusable template, which can be filled out with actual information later. He mentions that initial formatting isn't a priority, as the focus is on establishing the content and layout of the quote form. The goal is to create a structured template for future use.