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Save Painting Proposal Template in DOC

Save Painting Proposal Template in DOC

Aug 6th, 2022

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How to Save Painting Proposal Template in DOC

4.7 out of 5

63 votes

In the tutorial, the speaker outlines their process for sending proposals using a Salesforce database. They start by highlighting a project, noting opportunities that include a specific number and square footage or amount. After selecting an opportunity, they copy the opportunity name to create a proposal. Although the process is described as manual, they have a system in place that streamlines it. The speaker mentions that they don’t have a predefined template but can use the company name efficiently. The workflow involves considerable copying and pasting, leading to the finalization of the document, which they indicate is valued at $10,000.

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