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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 data loss. Colton emphasizes the importance of setting up a generic template at the top, including the company name, address, phone number, and recipient details. He notes that the focus is on creating a reusable template, acknowledging that formatting isn't the priority at this stage. The goal is to outline the essential components to be later filled with specific information. Colton plans to address formatting issues in subsequent steps.