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In this tutorial, the speaker explains their process for sending proposals using a Salesforce database. They navigate through opportunities, identifying projects by their numeric values and square footage. The speaker demonstrates how to create a proposal by copying the opportunity name and customizing it for a partner. Although they do not use a template, they manually input the company name and save the document, highlighting that the workflow involves considerable copying and pasting. The speaker emphasizes the importance of organization and efficiency in managing proposal information.