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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 starts by emphasizing the importance of saving the document to prevent any loss of work. Colton then begins to enter generic information at the top of the sheet, such as the company name, address, and contact details. He highlights that this is just a template setup, and while it may not look polished initially, the focus is on determining the necessary elements to include in the form. Formatting will be addressed later as they finalize the design for future use. The goal is to create a reusable template for generating quotes.