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Vero explains her process of using a customized proposal template through the Dubsado website, which allows her to send a proposal, contract, and invoice all in one link. She shares that different designers may have different approaches, and encourages viewers to adapt what works best for them. Vero mentions that the website offers basic templates as well, which she used when starting her business. She shows an example of adding the client name to the template, highlighting the personalization aspect.
