Easily Replace Text Fields into the Sales Proposal

Reduce time allocated to document management and Replace Text Fields into the Sales Proposal with DocHub

Time is a vital resource that every organization treasures and attempts to convert in a benefit. When choosing document management software, be aware of a clutterless and user-friendly interface that empowers consumers. DocHub provides cutting-edge features to maximize your file management and transforms your PDF file editing into a matter of a single click. Replace Text Fields into the Sales Proposal with DocHub in order to save a ton of time and enhance your productivity.

A step-by-step guide regarding how to Replace Text Fields into the Sales Proposal

Drag and drop your file to the Dashboard or upload it from cloud storage app.
Use DocHub advanced PDF file editing tools to Replace Text Fields into the Sales Proposal.
Revise your file and make more adjustments as needed.
Add fillable fields and delegate them to a specific receiver.
Download or send your file to your customers or colleagues to securely eSign it.
Get access to your documents in your Documents directory anytime.
Create reusable templates for commonly used documents.

Make PDF file editing an easy and intuitive operation that saves you a lot of precious time. Effortlessly modify your documents and send out them for signing without having turning to third-party software. Focus on pertinent tasks and improve your file management with DocHub today.

PDF editing simplified with DocHub

Seamless PDF editing

Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.

Smooth teamwork

Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.

Automatic saving

Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.

Google integrations

DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.

Powerful PDF tools on your mobile device

Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.

Secure document sharing and storage

Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.

Install now

How to Replace Text Fields into the Sales Proposal

4.8 out of 5

12 votes

While working on Word we often face a problem. Many times we want to send a proposal to a new customer. We remember that we have already sent a similar proposal to an existing customer. We open the original file, save it as a new file and search replace the name of the customer. Sometimes the name of the old customer remains and that can create a lot of trouble for you. Here is a brilliant way of using a very nice feature of Word called Fields, so that you never have that particular problem. Instead of manually typing the name of the customer every time what you should do is create a field. Open File menu - Info - Properties - Advanced Properties - the last tab allows you to create custom fields. Im going to create the field called customer name and type the name of one of the customers and just click add. Assume this was your sales proposal. Anytime you need the name of the customer go to this Insert - Quick Parts - Fields. There are a lot of fields, dont get worried. Choose one of

Related features

Link symbol in the Boat Bill of Sale

Link symbol in the Construction Contract Agreement

Link symbol in the Firearm Bill of Sale

Link symbol in the Horse Bill of Sale

Link symbol in the Employment Verification Letter

Link symbol in the Freelance Contract

Link symbol in the Leave of Absence Agreement

Link symbol in the Leave of Absence Letter

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Contact us

Can a macro update a field Salesforce?

You can create a macro that automatically adds content to a field or that replaces the values in a field. Using a macro saves agents time because it automates repetitive and routine actions, freeing them to focus on helping customers.

How do I add a submit action to a macro in Salesforce?

Click Edit Instructions On the canvas, select a quick action. On the canvas, click a field to add instruction. In the Instructions tab, enter your field updates. Optionally, on the canvas, select a submit action to tell the macro to execute these instructions. Click Save.

What can macros do in Salesforce?

Macros in Salesforce allows you to perform repetitive actions in Service Cloud for the records of Account, Contact, Case and Lead (Supported for Feed based page layouts only). For example, if we want to create a Task after sending an Email, we can make use of macro.

How do I update macros in Salesforce?

Edit, insert or delete Macro instructions Open the Macro Widget. Select the Macro record that you would like to modify or delete and click on EDIT. Under Macro Instructions, you will see the step-by-step instructions that you have setup. Select the required action and Save.

How do I add a text field in MS Project?

Left-click on the column header to add the new field at the right edge of your project plan: If you prefer to add your custom field to the middle of your project plan instead of on the right edge, right-click on any of your existing column headings and choose the Insert Column option.

Does Salesforce support macros?

In Lightning Experience, macros are supported on standard and custom objects that allow quick actions and have a customizable page layout. If you see the message, This page doesnt support macros in the utility, double-check that youre on the record page for a supported object. You cant run macros on list views.

How do you rename a text field in MS Project?

Customize a field Select the type of field you are customizing from the Type list. Choose Rename to permanently rename the field in this project. Type the new name in the dialog box that appears, and then choose OK. Under Custom attributes, choose how you want the data in the field to be entered.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.

"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."

Pam Driscoll F
Teacher

A Valuable Document Signer for Small Businesses.

"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

Jiovany A
Small-Business

I can create refillable copies for the templates that I select and then I can publish those.

"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."

Victoria G
Small-Business

be ready to get more

Edit and sign PDF for free

Get started now

Replace Text Fields into the Sales Proposal and eSign it in minutes