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In Word, when sending proposals, users often duplicate existing files and manually replace customer names, which can lead to errors if old names remain. To avoid this issue, utilize Word's Fields feature. Instead of typing the customer name each time, create a custom field under File menu - Info - Properties - Advanced Properties. Add a field called "customer name" by typing in a customer's name. When preparing a proposal, simply go to Insert - Quick Parts - Fields to insert the updated customer name. This method streamlines the process and reduces the risk of mistakes.
