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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form for businesses. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton suggests starting with generic information at the top, such as the company name, address, and contact details. The aim is to set up a reusable template, emphasizing that this initial setup is about content rather than formatting—details can be refined later. The focus is on deciding what information should be included in the quote form, which can be customized with real details in the future.