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Erase Residential Construction Proposal Template

Erase Residential Construction Proposal Template

Aug 6th, 2022

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How to Erase Residential Construction Proposal Template

4.8 out of 5

44 votes

The speaker shares their process for sending proposals using a Salesforce database for managing projects and opportunities. They explain that they have identified opportunities with specific numbers and square footage. To create a proposal, they copy the opportunity name and input relevant details into the proposal document. Although they do not have a specific template, they efficiently use the company name and manual copy-pasting to compile necessary information. The speaker mentions saving the document after entering a projected value of $10,000, highlighting that the process is largely manual and repetitive, involving substantial copying and pasting.

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