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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes the importance of setting up a template, starting with generic information at the top, such as the company name, address, phone number, and recipient details. He explains that this template will be reusable and allows for easy customization with actual information later. Colton states that formatting is not a priority at this stage; the goal is to establish the general layout of the form, which can be refined subsequently.