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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for business using Excel. He advises starting with a blank spreadsheet, saving the document to avoid losing work, and typing in basic information such as the company name, address, and contact details. The focus is on establishing a reusable template, rather than perfecting the formatting initially. He emphasizes the importance of having a foundational setup that can be updated later with specific details. The video aims to guide viewers in creating a functional and repeatable quote form.