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When creating a proposal in Word, it's common to reuse previous documents, leading to the risk of mistakenly leaving old customer names. To avoid this issue, you can utilize Word’s Fields feature to streamline the process. Instead of manually changing the customer name each time, go to the File menu, select Info, then Properties, and navigate to Advanced Properties to create a custom field called "customer name." After adding the desired customer name, you can easily insert it into your documents using Insert > Quick Parts > Fields whenever needed. This method helps maintain accuracy and efficiency in your proposals.
