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The speaker discusses their process for sending proposals using a Salesforce database, which organizes project opportunities by number and square footage or amount. They demonstrate how to create a proposal by copying the opportunity name and entering it into the document. Although the process is described as somewhat manual, it has become streamlined over time. The speaker mentions saving the document with a specified amount, indicating that the majority of the work involves copying and pasting information, including the account name, to create a professional proposal efficiently.