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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. He advises first saving the file to prevent data loss. Colton begins by entering generic information at the top, such as the company name, address, phone number, and recipient details. He emphasizes the importance of establishing a reusable template that can be filled out with specific details later. The initial focus is on setting up the basic structure without worrying about formatting, which can be improved later. The goal is to create a functional template for future use.