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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for business use. He begins by opening a blank spreadsheet and emphasizes the importance of saving the file to prevent data loss. Colton then suggests entering basic info at the top, such as the company name, address, and contact details, along with the recipient’s name. This step is aimed at setting up a reusable template rather than focusing on formatting initially. The main objective is to outline the essential components that will be included in the quote form, with the intent to refine the layout and appearance later on.