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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for a business using a blank spreadsheet. The first step is to open and save the spreadsheet to prevent loss of work. Colton begins by entering generic information such as the company name, address, and contact details at the top. He emphasizes the importance of creating a reusable template, allowing users to fill in specific information later. Initially, he prioritizes getting the basic layout set up without focusing on formatting, as adjustments can be made afterward. The goal is to establish a foundational structure for the quote form.