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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He begins by opening a blank spreadsheet and saving it to prevent loss of work. Colton suggests entering generic information at the top, such as the company name, address, phone number, and recipient details, as part of creating a reusable template. He emphasizes the importance of setting up the basic structure first, without worrying about formatting. The goal is to establish a foundational template that can be filled with specific details later and used repeatedly.