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In this tutorial, the speaker demonstrates how to use a Word file as a PDF template within their basic CRM to create a range of documents, including proposals and quotes, with ease. They outline the process of creating a quotation by opening the proposal quote page and utilizing the print page button. The speaker shows how to add a new template, access field codes, and copy the necessary codes to the Word file for automatic field population, including customer information and the current date. For any missing fields in the CRM's proposal code page, users can add new fields using the page wizard, such as creating a "delivery type" field with customized options.