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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 and saving it to avoid losing progress. Colton encourages typing in generic information at the top, including the company name, address, phone number, and recipient details. The primary focus is on setting up a reusable template that can be filled out with specific details later. He notes that formatting is not a priority at this stage, as the initial goal is to establish the basic structure of the form, which can be refined later.