This document outlines a 5-step process for automating proposals using Microsoft Excel and Word: 1) Set up field names in an Excel sheet, 2) Prepare proposals in Word by inserting the field names, 3) Save the prepared proposals in a designated folder, 4) Enter field values in the Excel sheet, 5) Select and populate a proposal by clicking buttons to insert the field values from Excel. Additional tools are provided for navigating between fields and creating drop-down menus for repeated text.