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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for your business using a blank spreadsheet. He emphasizes the importance of first saving the file to prevent loss of work. Colton begins by inputting general information at the top of the spreadsheet, such as the company name, address, phone number, and recipient details. The goal is to establish a reusable template that can be filled in with specific details later. He mentions that initial formatting is not a priority, allowing for adjustments and improvements in later stages of the design process.