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When drafting proposals in Word, it's common to use an existing document and replace the customer's name, risking the old name being overlooked. To prevent this issue, utilize Word's "Fields" feature. First, navigate to the File menu, select Info, then Properties, followed by Advanced Properties to create custom fields. For example, create a "Customer Name" field and input the customer's name. Whenever you require the customer's name, insert it via Insert - Quick Parts - Fields. This method ensures accuracy and saves you from potential mistakes in your documents.
