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Save Accounting Proposal Template in DOC

Save Accounting Proposal Template in DOC

Aug 6th, 2022

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How to Save Accounting Proposal Template in DOC

4.6 out of 5

63 votes

The speaker explains their process for sending proposals using Salesforce, a sports database. They mention starting a project by identifying opportunities with associated numbers and square footage. The speaker demonstrates how to create a proposal by copying the opportunity name and entering it into a template, noting that while their method is manual, it's streamlined. They emphasize copying and pasting information, such as the company name, and saving documents, highlighting that most of the work involves repetitive copying. Overall, the process focuses on efficiently creating and managing proposals.

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