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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form for businesses using Excel. The first step involves opening a blank spreadsheet and saving it to prevent data loss. Colton suggests entering basic information at the top, including the company name, address, phone number, and the recipient of the quote. The focus is on establishing a usable template that can be saved for future use, rather than worrying about formatting at this stage. The goal is to outline the essential components to include in the form, with the intention of refining the design later.