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The video tutorial outlines a process for sending proposals using a Salesforce database. The presenter demonstrates how to create a proposal by selecting an opportunity, which includes specific numbers and square footage. They begin by copying the opportunity name and preparing a proposal document. Although they do not have a pre-made template, they manually insert the company name and other details, observing that the process primarily involves copying and pasting information. The presenter mentions saving the document and highlights that most of the task consists of repetitive data entry, emphasizing a straightforward yet slightly manual workflow in generating proposals.