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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for business use. He begins by instructing viewers to open a blank spreadsheet and save it to avoid loss of work. He then suggests entering generic information at the top, including the company name, address, and contact details, and to identify the recipient of the quote. The focus is on establishing a reusable template rather than perfect formatting. Colton emphasizes that specific details will be filled in later, and the main goal is to organize the key elements that will be included in the form.