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In this video tutorial, Colton from custom Excel spreadsheets demonstrates how to create a quote form for your business. The first step is to open a blank spreadsheet, save it, and start typing in generic information such as company name, address, phone number, and recipient of the quote. The focus is on setting up a template that can be easily saved and reused. Formatting can be done later, so the initial appearance may not be perfect. The goal is to establish the key elements of the form that can be filled out with real information later on.