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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton stresses the importance of setting up a template, starting with generic information such as the company name, address, phone number, and details regarding the quote recipient. Emphasizing functionality over aesthetics, he mentions that while the initial appearance may not be ideal, the focus is on establishing a basic structure that can be edited and reused. Formatting concerns are set aside for later stages of the template development.