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Edit Accounting Proposal Template

Edit Accounting Proposal Template

Aug 6th, 2022

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How to Edit Accounting Proposal Template

4.8 out of 5

73 votes

In the video tutorial, the speaker discusses their process for sending proposals using a Salesforce database, specifically for sports-related projects. They explain their approach to creating a proposal, starting with an opportunity that includes a project number and square footage or amount. The speaker copies the opportunity name to generate a proposal, indicating they are creating it manually. They mention the absence of a template, so they input the company name and highlight that the process involves significant copying and pasting. Ultimately, they save the document for a project valued at $10,000 while navigating through the manual aspects of the proposal creation.

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