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When creating proposals in Word, updating the customer name can lead to errors if the old name is inadvertently left in. To avoid this, utilize Word's Fields feature. Instead of manually changing the customer name, create a custom field for the customer's name. Access this through File > Info > Properties > Advanced Properties, then create a field called "customer name." After adding the desired name, you can easily insert it into future documents. To do this, go to Insert > Quick Parts > Fields, where you can select the custom field whenever needed. This method enhances accuracy and efficiency in your proposal writing.
