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Save Engineering Proposal Template in DOC

Save Engineering Proposal Template in DOC

Aug 6th, 2022

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How to Save Engineering Proposal Template in DOC

4.8 out of 5

60 votes

In this tutorial, the speaker outlines their process for creating proposals using the Salesforce database and a sports database. They demonstrate how to manage opportunities by noting key details such as the project name and square footage or amounts. The speaker describes their method for creating a proposal, emphasizing the copying and pasting of information from the opportunity name and company name into the proposal document. Although the process is somewhat manual, the speaker finds it streamlined. They highlight that their proposal includes a monetary value and involves repetitive copying of data to finalize the document.

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