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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 emphasizes the importance of saving the file to prevent loss of work. The process begins with entering generic information at the top, such as the company name, address, phone number, and the recipient of the quote. Colton focuses on establishing a template that can be reused, acknowledging that formatting is not a priority at this stage. The initial setup aims to identify what information should be included in the quote form, with the intention of refining the layout in later steps.