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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He begins by instructing viewers to open a blank spreadsheet and save it to prevent data loss. Colton emphasizes the importance of typing in generic company information at the top, including the company name, address, phone number, and the recipient of the quote, to establish a template. He advises that the primary goal is to create a reusable template, which can be refined later. Formatting concerns are noted as secondary to the initial setup, as the focus is on determining what information should be included in the form for future use.
