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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 emphasizes the importance of saving the file to avoid losing work. The initial step involves entering generic information at the top, including the company name, address, phone number, and details of the quote recipient. Colton mentions that this template serves as a reusable format for future quotes. At this stage, he focuses on structuring the content rather than formatting, noting that aesthetics can be adjusted later. The ultimate goal is to establish a functional template for ongoing use.