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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He begins by opening a blank spreadsheet and saving it to prevent losing work. Colton suggests entering generic information at the top, such as the company name, address, phone number, and details of the quote recipient. He emphasizes the importance of setting up a reusable template that can be completed with specific information later. Initial formatting is not a concern; the focus is on outlining the essential components for the quote form, which can be refined in subsequent edits.