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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 advises saving the document initially to avoid losing work. Colton suggests starting by entering basic information at the top, such as the company name, address, phone number, and details for the quote recipient. He emphasizes the importance of setting up a reusable template, focusing on establishing the general layout without worrying about formatting initially. The goal is to create a functional form that can be refined later.