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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 begins by emphasizing the importance of saving the file to prevent loss of work. Colton starts by entering generic information at the top of the sheet, including the company name, address, phone number, and the recipient of the quote. He highlights the objective of setting up a reusable template, noting that the initial appearance of the format isn’t a priority and can be refined later. The focus is on determining the necessary elements to include in the quote form for future use.