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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He advises starting with a blank spreadsheet and saving it to prevent data loss. The initial step involves entering generic information at the top, such as the company name, address, phone number, and the recipient of the quote. Colton emphasizes the importance of setting up a reusable template rather than focusing on formatting initially. He suggests that details can be filled in later, as the goal is to establish a structured layout for the form that can be utilized repeatedly.