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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form using a blank spreadsheet. He emphasizes the importance of saving the file to prevent data loss and begins by entering generic information such as the company name, address, phone number, and recipient's name. The focus is on setting up a template that can be reused, rather than worrying about formatting at this stage. Colton encourages viewers to outline the necessary components of the quote form initially, with the intention of refining the design in later steps.