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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He advises starting with a blank spreadsheet and saving it to prevent data loss. The initial focus is on entering generic information at the top, such as the company name, address, and contact details, to set up a reusable template. Colton emphasizes that formatting is not a priority at this stage; the goal is to establish the overall layout and items that will appear on the form. Later, users can refine and fill in the specific details as needed.
