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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form for businesses using Excel. He begins by opening a blank spreadsheet, saving it to prevent loss of work, and suggests entering generic information at the top, such as the company name, address, phone number, and recipient details. The main goal is to establish a reusable template that can be filled out later with specific information. Colton emphasizes that formatting is not a concern at this stage; the focus is on determining the essential elements to include in the form, which can be refined later.