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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses using Excel. He emphasizes starting with a blank spreadsheet, saving it to avoid losing work, and then entering basic information such as the company name, address, phone number, and details about the quote recipient. The initial focus is on setting up a template that can be reused, rather than perfecting the formatting at this stage. Colton highlights that the goal is to outline the necessary elements to include in the form, which can be refined later for better presentation.
