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In this recording, Vero explains her approach to creating a proposal, contract, and invoice using Dubsado, a platform that allows combining these documents into one link. She emphasizes the importance of adapting the process to what suits individual preferences, as different designers have their own methods. Vero mentions that she utilizes a customized proposal template but also notes that Dubsado offers basic templates that are effective, especially for beginners. She encourages viewers to personalize their documents, starting with adding the client’s name when initiating a project. A link to her template will also be provided for those interested.
