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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, saving it to prevent loss of work, and then entering basic information such as company name, address, phone number, and the recipient of the quote. The focus is on establishing a template that can be reused, allowing for later customization with specific details. Colton emphasizes that initial formatting is not crucial, as the priority is to set up the general structure of the form, which can be refined later.