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When creating proposals in Word, it can be problematic to manually replace the customer name, as errors can occur. To avoid this issue, utilize Word's Fields feature. Instead of rewriting the customer name each time, go to the File menu, select Info, then Properties, and access Advanced Properties. Here, you can create a custom field named "customer name." After adding the customer's name, you can easily insert it into any document. Simply navigate to Insert, Quick Parts, and then Fields to select your custom field whenever needed. This method streamlines the process and prevents potential mistakes related to old customer names.
