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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, saving it to prevent data loss, and laying out a template. Colton advises entering general information at the top, such as company name, address, phone number, and the recipient of the quote. He emphasizes the importance of creating a reusable template, which can be filled with specific details later. Colton notes that initial formatting is not his priority, as the focus is on establishing the essential elements that will appear on the form, with the option to adjust the aesthetics afterward.