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In this recording, Vero explains her approach to using a proposal, contract, and invoice in a single link via the Dubsado website. She notes that different designers have various methods, encouraging listeners to adapt her approach to suit their needs. Vero mentions using a customized proposal template and highlights that Dubsado also provides basic templates, which are effective for business purposes. She emphasizes the importance of personalizing the documents by including the client's name when adding leads to a project or client. Overall, Vero aims to share her process for better efficiency in managing client documents.