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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for business. He begins by advising viewers to open a blank spreadsheet and save it to avoid losing progress. The initial step involves entering basic company information such as the name, address, phone number, and details about the quote recipient, establishing a template. Colton emphasizes that this template is meant for repeated use and that formatting can be adjusted later. His focus is on setting up the necessary components for the form before fine-tuning the design.
