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In Word, a common issue arises when sending proposals to new customers using existing documents, often leading to errors when old customer names remain. To address this, utilize Word's Fields feature instead of manually replacing names. To create a custom field for the customer name, navigate to File menu > Info > Properties > Advanced Properties, and add a new field titled "customer name." This allows you to easily insert the customer's name in your proposals. Whenever you need to add the customer's name, go to Insert > Quick Parts > Fields, where you can select your custom field without confusion. This method helps prevent errors in proposals.
