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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses using Excel. The first step is to open a blank spreadsheet and save it to avoid losing work. He suggests starting by entering basic information at the top of the form, including the company name, address, phone number, and details about the quote recipient. Colton emphasizes the importance of setting up a reusable template, allowing for easy future modifications. He advises not to focus on formatting initially, as the main goal is to outline the necessary components of the quote form, with the possibility of refining the appearance later.