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Colton from Custom Excel Spreadsheets offers a tutorial on creating a quote form in Excel. He begins by advising viewers to open a blank spreadsheet and save it to prevent data loss. Colton emphasizes starting with generic information, such as the company name, address, and contact information. He suggests setting up a template that can be reused, focusing initially on gathering the necessary elements without worrying about formatting. The aim is to establish a foundational structure for the quote form, which can be refined later with specific details and formatting adjustments.