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When creating a proposal in Word, it can be problematic to replace a customer's name if you're copying from a previous document, as mistakes can occur, leading to issues. To mitigate this, you can use Word's Fields feature. Instead of manually typing the customer's name each time, navigate to File > Info > Properties > Advanced Properties to create a custom field named "customer name." After adding the desired name, you can easily insert it into your documents by going to Insert > Quick Parts > Fields. This method ensures accuracy and efficiency in managing customer names in proposals.
