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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses using a blank spreadsheet. He emphasizes the importance of saving the document to prevent data loss. The initial steps involve entering basic information such as the company name, address, phone number, and the recipient's name to establish a template. Colton suggests that the template should be saved for repeated use, focusing on gathering general information without worrying about formatting at this stage. He plans to refine the format later after setting up the essential components of the quote form.