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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses using Excel. He starts by advising to open a blank spreadsheet and save it to avoid losing work. Colton suggests entering generic information at the top, including the company name, address, and contact details. The focus is on creating a reusable template, with the intention to fill in specific details later. He mentions that initial formatting isn't the priority, emphasizing the importance of setting up the necessary elements for the quote form, which can be refined in future edits.