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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 recommends starting by saving the file to prevent loss of work. Colton begins by entering generic information at the top, such as the company name, address, phone number, and the recipient of the quote. He emphasizes the importance of creating a reusable template that can be filled out with specific details later. The focus at this stage is on setting up the general layout of the form without worrying about formatting, which can be adjusted later.