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In the video, Vero provides a recording to explain her proposal, contract, and invoice process using Dubsado. She emphasizes that different designers have their own approaches, encouraging viewers to adapt her method as it suits them. Vero highlights that Dubsado allows users to combine a proposal, contract, and invoice into a single link, making the process streamlined. She uses a customized proposal template but notes that Dubsado also offers basic templates that are effective for beginners. Vero illustrates that adding client names is part of the workflow when initiating a project. She intends to share the customized proposal template link for those interested.