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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for a business using Excel. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes the importance of setting up a template with general information to reuse in the future. He suggests entering details such as the company name, address, phone number, and the recipient of the quote. At this stage, he prioritizes establishing the basic layout of the form over formatting aesthetics, indicating that design refinements can be made later. The goal is to prepare a functional template for future quotes.