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Colton, from Custom Excel Spreadsheets, demonstrates how to create a quote form for a business in a quick tutorial. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests entering basic information at the top, including the company name, address, contact details, and the recipient of the quote. He emphasizes the importance of setting up a reusable template, regardless of initial formatting. The focus at this stage is on determining the necessary elements to include in the quote form, with formatting adjustments to be made later. The goal is to create a functional and repeatable template for business use.