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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for business use. He begins by opening a blank spreadsheet and saving it to avoid data loss. Colton emphasizes setting up a template with essential information like company name, address, phone number, and the recipient's details. The focus at this stage is on creating a basic layout rather than formatting. He suggests that the initial setup is just to outline what information will be included, and formatting can be adjusted later. The goal is to establish a reusable template for future quotes.