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In this tutorial, Colton from Custom Excel Spreadsheets guides viewers on creating a quote form for their business. He starts by opening a blank spreadsheet and emphasizes the importance of saving the file to prevent loss of work. Colton proceeds to input generic information at the top, including the company name, address, and phone number. He highlights the need to set up a reusable template, which can be filled in with specific details later. Initially, he focuses on outlining the content needed for the form, without worrying about formatting, indicating that visual adjustments can be made afterward. The goal is to establish a foundation for a functional quote template.