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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. He suggests typing in generic information at the top, such as the company name, address, and contact details, establishing a template that can be reused. Colton emphasizes the importance of setting up this template first, without worrying about formatting details at this stage. His focus is on determining what information will be included in the form, with plans to refine the format later. This approach aims to create a practical tool for generating quotes effortlessly.