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Save Roofing Proposal Template in DOC

Save Roofing Proposal Template in DOC

Aug 6th, 2022

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How to Save Roofing Proposal Template in DOC

4.7 out of 5

21 votes

The tutorial discusses the process of sending proposals using a Salesforce database specifically for sports projects. The speaker explains how to create a proposal by accessing an opportunity in the system, copying the opportunity name, and then using it to draft the proposal. They emphasize that they don't have a pre-made template, so they manually input company names and project details. The process involves a significant amount of copying and pasting, particularly for project amounts and account names. The approach, while mostly manual, helps streamline the creation of proposals, ultimately saving time in their workflow.

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