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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a reusable quote form for businesses. He starts by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes the importance of setting up a template, advising viewers to input basic company information at the top, such as the company name, address, and contact details. He suggests that the specific details can be filled in later and notes that initial formatting is not a priority. The goal is to establish a general structure for the quote form, which can be refined and used repeatedly in the future.