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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses using Excel. He suggests starting with a blank spreadsheet and saving it to prevent losing work. The initial step involves entering basic information such as the company name, address, and contact details, and specifying who the quote is for. Colton emphasizes the importance of setting up a reusable template that can be filled out with specific details later. He mentions that formatting can be addressed at a later stage, focusing initially on the content layout and essential elements to be included in the form.