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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a reusable quote form in Excel. He advises starting by opening a blank spreadsheet and saving it to prevent losing progress. Colton emphasizes the importance of inputting basic company information at the top, such as the company name, address, and contact details, and mentions it's just a template setup. He encourages focusing on creating a functional layout regardless of initial formatting, with the idea that refinements can be made later. The main goal is to have a consistently usable template for future quotes.