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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form for businesses 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, such as the company name, address, and phone number, while leaving space for details specific to individual quotes. The focus is on setting up a reusable template that can be filled in later. Colton mentions that formatting isn't a concern at this stage, as the priority is to establish the essential components of the form, which can be refined in the future.