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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for your business. He begins by opening a blank spreadsheet and emphasizes the importance of saving the file to avoid losing work. Colton suggests adding generic information at the top, including the company name, address, phone number, and details for the quote. He focuses on setting up a template that can be reused, without worrying about formatting initially. The goal is to establish a basic structure for the quote form, which can be refined later with specific information and formatting adjustments.