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In Word, many users encounter issues when sending proposals to new customers after modifying existing documents. The common process of copying and renaming files can lead to errors, such as retaining the previous customer's name. To avoid this, utilize Word's Fields feature. Instead of manually replacing the customer name each time, create a custom field. Navigate to File menu -> Info -> Properties -> Advanced Properties to set up a field called "customer name." After adding the name, you can easily insert it into your proposals by going to Insert -> Quick Parts -> Fields. This method streamlines the process and helps maintain accuracy in your documents.