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In this tutorial, Colton from custom Excel spreadsheets demonstrates how to create a quote form for your business. The first step is to open a blank spreadsheet and save it. Start by entering generic information such as company name, address, contact details, and recipient of the quote. This initial setup is a template that can be filled with actual details later. Formatting can be adjusted later; focus on setting up the necessary elements for the form. The goal is to have a reusable template for future quotes.