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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, saving the file to prevent data loss, and entering basic information at the top, such as the company name, address, phone number, and recipient details. The focus is on establishing a reusable template rather than formatting, which can be adjusted later. Colton emphasizes the importance of setting up a framework that can easily be filled in with specific information for future quotes.