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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. Colton emphasizes starting with generic information, such as the company name, address, contact information, and quote recipient details, to set up a template. He suggests that later, users can fill in the specific information. Colton reassures viewers that formatting can be adjusted later, focusing initially on determining what elements to include in the form. The goal is to create a reusable template for future use.