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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 saving the file to prevent losing work. Colton begins by typing essential generic information such as the company name, address, and contact details at the top of the form. The focus is on creating a basic template that can be filled in with specific details later, without worrying about formatting initially. The goal is to establish a reusable template for future quotes. Formatting adjustments can be made at a later stage in the process.