How to use Word fields in customer proposals

If you reuse an existing proposal for a new customer, you have to Find-Replace the customer name. Sometimes, the earlier customer remains and that can create a lot of problems for you. Here is an elegant way to prevent that from happening ever again. Using Word Fields.  Watch the 3.5 minute video.

[youtube https://youtu.be/_x36Znnk1do]

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Efficiency Book Cover
Efficiency Best Practices by Dr Nitin


Efficiency book by

Dr Nitin Paranjape

Efficiency Best Practices