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.

Share on linkedin
Share on facebook
Share on twitter

Queries | Comments | Suggestions | Wish list