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The speaker discusses their process for sending proposals using a Salesforce database. They explain how they manage projects as opportunities, each assigned a number and square footage or amount. When creating a proposal, they copy the opportunity name and incorporate it into their template for a partner. They emphasize that their approach is somewhat manual but streamlined, involving a lot of copying and pasting, particularly with company names and proposal details. The speaker notes the importance of accurately saving and tracking the document to reflect financial figures, such as a total amount of $10,000. Overall, the process combines organization and efficiency despite being manual.