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In this tutorial, the speaker explains their process for sending proposals using a Salesforce database system. They highlight the organization of projects as opportunities, which include details like project numbers and square footage. The speaker demonstrates creating a proposal by copying the opportunity name and preparing a document, emphasizing that while some steps are manual, the process is streamlined. They mention that they do not have a template and manually input the company name. The speaker saves the document after entering an estimated amount of $10,000 and discusses the repetitive tasks involved, primarily focused on copying and pasting information.
