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Save Lease Proposal Template in DOC

Save Lease Proposal Template in DOC

Aug 6th, 2022

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How to Save Lease Proposal Template in DOC

5 out of 5

54 votes

The speaker shares their method for sending proposals using a Salesforce database. They demonstrate the process by selecting a project opportunity that includes a number and square footage. The speaker copies the opportunity name to create a proposal and types in relevant information, noting that while the process is somewhat manual, it is streamlined. They mention saving the document after entering the company name and that much of the work involves copying and pasting information, such as the account name, to complete the proposal efficiently.

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