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In this tutorial, Colton from Custom Excel Spreadsheets guides viewers on creating a quote form for their business using a blank spreadsheet. He emphasizes the importance of opening and saving the file to prevent data loss. The initial step involves entering generic information at the top, such as the company name, address, and recipient details. Colton focuses on setting up a reusable template rather than formatting at this stage, stating that aesthetic adjustments can be made later. The goal is to establish a foundational layout that can be filled in with specific details when needed.