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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests typing in essential information at the top, such as the company name, address, phone number, and details relevant to the quote. The focus is on setting up a reusable template, so the initial formatting is not a priority. He emphasizes the importance of establishing the basic structure and content for the form, with the ability to refine the formatting later.
