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In this recording, Vero explains her approach to creating a proposal, contract, and invoice using the Dubsado platform, which consolidates all documents into a single link. She shares that different designers have varying methods and encourages adaptation based on personal preference. Vero uses a customized proposal template but notes that Dubsado offers basic templates that are effective for business needs. Throughout her explanation, she highlights the importance of personalization, mentioning how she includes the client’s name when initiating a project. She invites viewers to explore different options that work best for them.