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Send Flooring Installation and Repair Proposal Template to Sign

Send Flooring Installation and Repair Proposal Template to Sign

Aug 6th, 2022

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How to Send Flooring Installation and Repair Proposal Template to Sign

4.9 out of 5

59 votes

The tutorial outlines a proposal creation process using a Salesforce database. The presenter demonstrates how to manage opportunities by accessing a specific project that includes details such as a project number and square footage. They explain the steps to create a proposal, starting with copying the opportunity name, customizing a template, and entering relevant details like the company name and project amount. The process involves significant manual input, primarily consisting of copying and pasting information from the database to the proposal document, ultimately resulting in a finalized document with a set amount, in this case, $10,000.

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