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Colton from Custom Excel Spreadsheets presents a tutorial on creating a business quote form using Excel. To start, he advises opening a blank spreadsheet and saving it to prevent data loss. He demonstrates typing basic information at the top, such as the company name, address, phone number, and the recipient of the quote. The focus is on setting up a reusable template rather than formatting at this stage. Colton emphasizes that the initial setup does not need to look perfect; the priority is to outline the necessary components that will be included in the form, which can be refined later.