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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 instructing users to open and save the file to avoid losing progress. Colton suggests entering generic information at the top, including the company name, address, phone number, and details about the recipient of the quote, while noting that this serves as a template for future use. He emphasizes the importance of setting up the initial structure without focusing on formatting, as adjustments can be made later. The goal is to create a reusable template for generating quotes.