Upgrade Word & Excel Automation

$10-30 USD

Completed

Posted 7 days ago

$10-30 USD

Paid on delivery

I have a set of Word and Excel documents that need a quick but thorough functional upgrade. Word file: – Update every table so totals and other numeric fields align cleanly with the new figures I am entering. – Adjust paragraph text where the numbers or labels will change so the narrative matches the new calculations. – Tweak headers and footers so they always display the correct document title, date and page numbers after the edits. Excel file: The workbook already contains data and a few basic formulas, but I need it to behave more like a ready-to-issue invoice/quote sheet. – Build reliable Auto Sum lines that recalculate whenever I add or delete rows. – Add a clear Discount provision that can be toggled or overwritten without breaking formulas. – Insert a Tax charges line that pulls from a single tax-rate cell so I can adjust the rate once and have it cascade. – Include an automatic Date field and a running Series/Invoice number that increments each time the file is saved as a new copy. – Ensure the layout extends gracefully onto a second page when item count grows, keeping headings and totals visible and accurate. All of these improvements must work across current tables, existing formulas and, if necessary, the entire sheet so nothing breaks when data is reshuffled. Please deliver the updated Word document and the revised Excel workbook ready for me to test straight away. If any explanations or brief in-cell notes are useful for ongoing maintenance, include them.

Visual Basic for Apps

Project ID: 40458847

About the project

11 proposals

Remote project

Active 7 days ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

Awarded to:

@OsamaFHania

Hello, I’ve reviewed your requirements for upgrading both your Word and Excel documents, and I can deliver a clean, automated, and reliable solution. For your Word file: ✔️Update tables so totals and numeric fields match your new data ✔️Adjust paragraph text to reflect updated calculations ✔️Fix headers/footers to always show correct titles, dates, and page numbers For your Excel file: ✔️Create Auto‑Sum lines that recalculate even when rows change ✔️Add a flexible Discount field that won’t break formulas ✔️Add a Tax line linked to a single editable tax‑rate cell ✔️Automate Date and Invoice/Series numbers for new copies ✔️Ensure layout expands cleanly to a second page with correct totals I specialize in Excel automation, formulas, Word formatting, and workflow optimization. I’ll ensure everything updates smoothly without errors, even as your data grows. Message me to discuss your requirements further — I’m ready to start immediately. Best regards, Osama

$10 USD in 7 days

0.0

(0 reviews)

0.0

@Apurvtodi

With years of experience in accounting and finance, specializing in meticulous data analysis using Excel, I am confident that I can provide the upgrades you need to make your Word and Excel documents more functional. In working with numbers day in and day out, I understand the importance of maintaining accuracy while adapting to changes seamlessly. This is why I have honed my skills particularly in automating calculations and formatting in Excel. For your Word file, I will not only update every table to align correctly with new figures but also adjust paragraph text to match the calculations. Additionally, I will ensure headers and footers properly display the document title, date, and page numbers - vital for clear organization especially during revisions. Moving onto your Excel file,I will provide robust formulas that recalculate effectively with added or deleted rows. Moreover, I will add a Discount provision that remains intact even with modifications and a Tax charges line whose rate can be easily adjusted from a single cell for utmost convenience. From implementing an automatic Date field to running Series/Invoice number for better organization,every aspect will be handled professionally ensuring that your layout extends gracefully onto a second page without any issues.

$20 USD in 2 days

0.0

(0 reviews)

0.0

11 freelancers are bidding on average $20 USD for this job

@muskana34

As someone with over seven years of experience specializing in Excel and Word automation, I am well-equipped to undertake your project and deliver outstanding results that enhance the functionality and usability of your documents. My in-depth understanding of Excel formulas, macros, and VBA means I can confidently address your specific needs for the workbook by implementing an automated, ready-to-issue invoice/quote sheet. In undertaking the Word file updates, I will ensure through and careful alignment of your tables, whilst simultaneously adjusting any narrative that may be affected. Headers and footers will receive similar meticulous attention to make sure they always display the correct document title, date, and page numbers after any edits are made. Thanks

$20 USD in 1 day

5.0

(36 reviews)

4.2

@gbhdeveloper

I’m Gulam, a Full Stack Developer with 8+ years of experience in designing, developing, optimizing, and maintaining high-quality web applications and websites for businesses across multiple industries. My expertise includes: WordPress, Laravel, CodeIgniter, PHP, React.js, Node.js, JavaScript, WooCommerce, Elementor, Gutenberg, MySQL, API Integrations, Custom CRM Development, Admin Panels, Payment Gateway Integration, Website Optimization, and Responsive UI/UX Development. I have worked on a wide variety of projects including: Business websites, eCommerce platforms, booking systems, travel portals, healthcare websites, SaaS platforms, dashboards, marketplace systems, educational portals, service-based websites, custom web applications, and high-converting landing pages. What I can deliver: ✔ Clean and scalable development ✔ Mobile-friendly responsive design ✔ Fast-loading and SEO-friendly websites ✔ Secure backend architecture ✔ Custom feature development ✔ API and third-party integrations ✔ Long-term maintenance and support I focus on delivering professional, reliable, and business-oriented solutions with clean code, strong communication, and on-time delivery.

$20 USD in 7 days

4.1

(3 reviews)

2.8

@raiha2

Hi, I can quickly upgrade your Word and Excel files with clean formatting, dynamic formulas, auto-calculations, invoice automation, and fully functional layouts without breaking existing data. I have experience handling professional document automation and will deliver ready-to-test updated files with accurate formulas, page formatting, and easy future maintenance.

$20 USD in 1 day

5.0

(1 review)

1.6

@toniistarks

Dear client, I am confident that my experience as a Senior Full Stack & AI Engineer equips me to upgrade your Word and Excel documents efficiently and reliably. I can update tables, recalculate totals, align numeric fields, and adjust narrative text in Word while ensuring headers and footers remain accurate. In Excel, I will enhance formulas, implement Auto Sum lines, flexible discount and tax calculations, running invoice numbers, and dynamic dates, all while maintaining layout integrity across multiple pages. My resume details past projects where I delivered polished, production-ready documents and spreadsheets, ensuring functionality and maintainability for ongoing use. I will deliver updated files ready for immediate testing. Best regards, Jose

$20 USD in 7 days

0.0

(0 reviews)

0.0

@karthikresonite

Hi, Resonite Technologies can upgrade your Word and Excel documents into a reliable, automation-ready system while preserving existing formulas and formatting. We will: ✔ Update Word tables, calculations, headers, footers, dates, and formatting ✔ Improve Excel formulas, Auto Sum, discount and tax logic ✔ Add automatic invoice numbering and date handling ✔ Optimize multi-page print layout with repeating headings and accurate totals ✔ Ensure all formulas and linked data remain stable after edits Our team has strong expertise in Excel automation, VBA/macros, Word formatting, and invoice/quotation workbook development. We will deliver fully updated files ready for immediate testing, including brief maintenance notes if required. Ready to start immediately. Regards, Resonite Technologies

$30 USD in 7 days

0.0

(0 reviews)

0.0

@thakurbandna007

Hello, I can upgrade both your Word and Excel files so they function cleanly, reliably, and are ready for ongoing day-to-day use without formula or formatting issues. For the Word document, I’ll: Align and update all tables and totals Adjust related text and calculation references Fix headers, footers, titles, dates, and pagination consistency For the Excel workbook, I’ll: Create dynamic Auto Sum functionality Add editable Discount handling Build centralized Tax calculation logic Set automatic Date fields Implement incrementing Invoice/Series numbering Optimize multi-page print layout with repeating headers/totals Ensure all formulas remain stable when rows are added or removed You’ll receive fully updated, tested Word and Excel files ready for immediate use, along with simple notes where helpful for future maintenance. Thanks, Dzimark :)

$20 USD in 1 day

0.0

(0 reviews)

0.0

@arcsax2007

I am writing to express my interest in providing a thorough functional upgrade for your Word and Excel documents. I specialize in building "intelligent" templates that remain robust even as data is reshuffled or expanded. I will ensure your documents are professional, error-free, and ready for immediate use by implementing the following upgrades: Word Document Optimization-I will update every table to ensure that totals and numeric fields align perfectly with your new entries, will adjust paragraph text and labels to reflect your updated calculations, ensuring a seamless flow between data and description & will configure headers and footers with automated fields for document titles, dates, and page numbering to ensure accuracy across all pages. Excel Workbook & Invoice Engine- I will build reliable Auto Sum lines that automatically adjust to row additions or deletions without breaking, insert toggleable Discount provisions and a centralized Tax Rate cell that cascades throughout the sheet for instant adjustments, implement automatic date fields and incrementing invoice/series numbers to streamline your "Save As" workflow. I am proficient in Advanced Excel (XLOOKUP, Power Query) and document styling, ensuring that the logic behind your files is as clean as the visual layout. I will deliver your updated files along with brief, in-cell notes to help you maintain the document logic independently. Thank you for your time and consideration.

$25 USD in 7 days