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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for businesses using a blank spreadsheet. He emphasizes the importance of saving the file initially to avoid losing work. Colton suggests starting by entering generic information at the top, including the company name, address, and contact details, as well as placeholders for the quote recipient's information. The focus is on establishing a reusable template rather than formatting the document perfectly at first, indicating that design adjustments can be made later. The goal is to have a foundational layout to build upon for future quotes.