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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, saving it to prevent data loss, and then entering general information at the top, including the company name, address, phone number, and recipient details. The focus is on setting up a reusable template that can be filled in later with specific information. Colton emphasizes that initial formatting is not a concern and that the main goal is to outline what to include in the form. Further refinements to the layout can be made after establishing the basic structure.
