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In this tutorial, the speaker demonstrates how to use a Word file as a PDF template in their basic CRM for creating various documents like proposals, quotes, and order forms quickly. To create a quotation, they open a proposal quote page, click on the print button, and add a new template. By accessing field codes, they can copy and paste essential codes into their Word document, such as today's date and customer information. If any needed fields are missing, they utilize the page wizard to create new fields, like “delivery type,” and edit the options accordingly. This process allows for streamlined document generation with personalized customer details.