There are a few ways that you can change your company name across your entire document. We have listed 3 different scenarios below, please consider which option to go with, based on how much work and customization you have already put into your business plan.
Scenario A: Newly created, still locked plan with no edits made yet.
Answer: Start over with a new plan, using your newly chosen business name.
Scenario B: Unlocked plan, but with no edits made yet.
Answer:
Go to the start of your plan, click CTRL + F and enter in the current name of your business. Take note of how many times it appears through out your plan (generally 5-10 times) and which pages it is on.
Open Settings (gear wheel to the left of the Export button, at the top right of your dashboard). Under Settings, change your business name in the company brief.
Open the Export button, and select Document, then enter your new business name.
Return to your business plan, click on the Regenerate button for every page where you noted that your business name was when you searched it earlier, using CTRL + F.
IMPORTANT NOTE: Regenerating a page will update the new business name on that page, but it will also slightly change the generated content, overall. The Regenerate button triggers the AI to fetch all relevant information again, and because AI results are based on constantly evolving sources, the results do vary slightly, every time a page is regenerated.
Scenario C: Unlocked plan, with numerous custom edits.
Answer:
Go to the start of your plan, click CTRL + F and enter in the current name of your business. Take note of how many times it appears through out your plan (generally 5-10 times) and which pages it's on.
Open Settings (gear wheel to the left of the Export button, at the top right of your dashboard). Under Settings, change your business name in your company brief.
Open the Export button, and select Document, then enter your new business name.
Go back to your business plan, search all instances where your business name appears using CTRL + F, and manually edit your business name.