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Save Salesforce Proposal Template in DOC

Save Salesforce Proposal Template in DOC

Aug 6th, 2022

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How to Save Salesforce Proposal Template in DOC

4.6 out of 5

40 votes

The tutorial outlines a proposal creation process using a Salesforce database for managing opportunities. The speaker demonstrates how to create a proposal by starting with a project entry that includes details such as a number and square footage or an amount. They explain copying the opportunity name to begin the proposal, and utilizing a document template that already includes the company name. The speaker acknowledges the manual nature of the task, describing it as nearly streamlined, involving significant copying and pasting of information. Overall, the focus is on efficiently organizing and managing proposals through the system.

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