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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for business use. He advises starting with a blank spreadsheet and saving it to prevent data loss. The initial step involves entering generic information, including the company name, address, phone number, and a placeholder for the quote recipient. Colton emphasizes the importance of establishing a reusable template that can be filled out with real details later. He notes that formatting details can be adjusted after the basic structure is set up, focusing first on determining the necessary elements to include in the form.