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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He recommends starting with a blank spreadsheet and saving it to prevent data loss. The initial steps involve entering generic information at the top, such as the company name, address, and contact details. Colton emphasizes the importance of creating a reusable template that can be filled out with specific information later. He mentions that formatting is not a priority at this stage, focusing instead on identifying the necessary components for the quote form. The goal is to set up a general structure that can be refined subsequently.