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In this video tutorial, users learn how to create a new bid within the proposal program by navigating to the file menu and selecting "new." The program prompts the user to choose the company they are estimating for, and if multiple companies are available, they can select the appropriate one. Next, users select a customer from their list or add a new customer if necessary. After selecting a customer, users can choose an existing project from the planner or image editor, or opt not to use a project for quotes unrelated to design, such as tear-out work. The tutorial guides users through these steps systematically.
