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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for a business using Excel. He begins by advising viewers to open a blank spreadsheet and save it to prevent data loss. He suggests entering basic information such as the company name, address, phone number, and recipient details to establish a preliminary template. Colton emphasizes the importance of creating a reusable template that can be filled with specific details later on. At this stage, he indicates that formatting is not a priority and that the initial focus is on determining which elements should be included on the form, with adjustments to formatting to be made subsequently.
