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Colton from Custom Excel Spreadsheets presents a tutorial on creating a business quote form. He begins by opening a blank spreadsheet and saving it to prevent data loss. He emphasizes the importance of starting with generic information at the top, such as the company name, address, contact details, and recipient information. The goal is to establish a reusable template, with the initial setup focusing on including necessary fields rather than formatting. Colton reassures viewers that formatting can be improved later, as the primary aim is to outline the essential components that should appear on the quote form.