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In this tutorial, Colton from Custom Excel Spreadsheets guides viewers on creating a quote form for their business using a blank spreadsheet. He emphasizes the importance of saving the file to prevent data loss. Colton begins by entering generic information at the top, such as the company name, address, and phone number, while setting up a template for future use. He notes that the initial focus is on establishing the necessary fields for the quote form rather than formatting, which can be adjusted later. The primary objective is to create a reusable template that can be easily customized with real information in the future.