Why Clients Hire Me
⭐ 10+ Years of Experience
⭐ Adobe Acrobat & Fillable PDF Expert
⭐ DocuSign Workflow Specialist
⭐ Adobe InDesign Document Design
⭐ Business Automation with Zapier & Make
⭐ Fast Turnaround & Clear Communication
⭐ MS Word Documents Formatting
Are you spending too much time on manual paperwork, repetitive tasks, or poorly designed documents?
I help businesses transform their document processes into professional, efficient, and automated systems that save time, reduce errors, and improve productivity.
With over 10 years of experience, I specialize in creating interactive PDFs, DocuSign workflows, professional document layouts, and business automation solutions that streamline operations and enhance the user experience.
My Expertise
⭐Fillable PDF Forms (Adobe Acrobat Pro)
• Convert static PDFs into professional interactive forms
• Text fields, checkboxes, dropdowns, calculations, and validations
• Digital signature fields and automated form functionality
• User-friendly, polished, and business-ready documents
⭐DocuSign & E-Signature Solutions
• Custom DocuSign templates and workflows
• Multi-recipient signing processes
• Automated document routing and notifications
• Legally compliant electronic signature solutions
⭐Adobe InDesign Document Design
• Reports, workbooks, manuals, brochures, and booklets
• Clean, modern, and professional layouts
• Print-ready files with proper formatting and typography
• Consistent branding across all documents
⭐Business Process Automation
• Zapier and Make (Integromat) workflow automation
• Form-to-PDF automation systems
• Automated email notifications and document delivery
• Integration with Google Workspace, Microsoft 365, CRMs, and other business tools
⭐Tools & Platforms
Adobe Acrobat Pro • Adobe InDesign • DocuSign • Zapier • Make (Integromat) • Google Workspace • Microsoft Office
If you're looking for a professional who can turn manual processes into smart, efficient systems while delivering clean and polished documents, I'd be happy to discuss your project.
DocuSign
Adobe InDesign
Adobe Photoshop
Adobe Acrobat
Graphic Design
JavaScript
Microsoft Word
Ebook Formatting
Virtual Assistance
Fillable Form
Make.com
Zapier
PandaDoc
Automated Workflow
Data Entry
Nafisali J.
Ratnagiri, India
$18/hr
5.0
344 jobs
Highly skilled and experienced Microsoft Office & Document Specialist with 15+ years of expertise in Microsoft Word, PowerPoint, Excel, PDF, document formatting, template creation, branding, document redesign, and professional presentation design.
I specialize in formatting, redesigning, and standardizing business documents, PDF conversions to text formats, PDF fillable forms, PDF editing, legal documents, proposals, manuals, templates, and presentations, delivering clean, professional, and brand-consistent results. I also provide Kajabi setup and ongoing support to help businesses build and manage successful online courses and membership platforms.
Some of the work I commonly handle includes:
📄 Documents & Business Materials
• Legal documents and legal word processing (contracts, agreements, court filings)
• Business plans
• User manuals and instruction guides
• RFP proposals and internal documentation
• Technical documentation
• WCAG-compliant and accessible documents
• Policy documents, SOPs, and process documentation
📊 Presentations & Design
• Corporate presentations, pitch decks, animated presentations, training and webinar presentations.
📈 Data & Analysis
• Financial documents and data-driven reports
• Data analysis and presentation (Excel dashboards, charts, summaries)
• Excel-based reporting (pivot tables, formulas, data cleanup, structured outputs)
📑 PDF & Document Conversion
• PDF editing, fillable forms, conversions, OCR, and document redesign
🎨 Visual & Marketing Design (Canva)
• Social media graphics and branded posts
• Flyers, brochures, and marketing materials
• Website banners and promotional visuals
• Book covers and digital assets
—
🔹 Microsoft Office & Document Expertise
I am an advanced user of Microsoft Word, Excel, and PowerPoint, with extensive experience handling complex formatting, large documents, and structured business documents.
My work includes advanced formatting using styles, sections, and templates, as well as document cleanup and restructuring. I also handle Excel-based reporting and dashboards, and design professional PowerPoint presentations for business and training purposes.
—
🔹 PDF Conversion & Document Processing
I specialize in converting and rebuilding complex documents from PDFs and scanned files into fully editable, structured formats while maintaining layout and accuracy.
This includes PDF to Word/Excel conversions, OCR-based recovery, creating PDF fillable forms, and ensuring formatting consistency aligned with your brand guidelines.
—
🔹 Presentation & Visual Design
I design professional, visually engaging presentations and marketing materials that communicate clearly and align with your brand.
From corporate decks and pitch presentations to training slides and Canva-based visuals, I focus on clarity, consistency, and visual impact. I have expertise in converting text-heavy slides into visually engaging, easy-to-understand designs.
—
🔹 Microsoft Visio
Designing all types of Visio graphs and charts eg. Gantt Charts, Swim Lane Diagrams, Organization Charts, Cross Functional Charts etc. I have experience in creating huge organizational charts.
—
🔹 Kajabi & Online Business Support
In addition to document and presentation work, I support clients with Kajabi setup and ongoing management. My work includes:
• Full platform setup & customization
• Landing pages, sales pages & checkout flows
• Email sequences & automations
• Course design with quizzes, assessments & content delivery
• Membership site setup and Kajabi Branded App setup
• Payment gateway integrations (PayPal, Stripe, Kajabi Payments)
• Contact management & opt-in forms
• Custom domain setup & data migration
• Ongoing support (troubleshooting payments, subscriptions, course access)
With 5+ years of Kajabi experience, I ensure your online business runs smoothly and looks professional.
—
🔹 DocuSign
Designing and setting up of DocuSign forms, managing forms, sharing forms with contacts, both individual sharing and bulk sharing of forms for digital signatures, Reporting.
—
🔹 Google Workspace & Google Docs
I am an experienced user of Google Workspace applications, including Google Docs, Sheets, and Slides. My work includes document formatting, spreadsheet handling, presentation design, collaboration setup, and mail merge.
—
🔹 What You Can Expect
✔ Clean, professional, and error-free deliverables
✔ Strong attention to detail and consistency
✔ Clear communication and reliability
✔ Fast turnaround and long-term support
If you’re looking for someone who can turn complex or unstructured content into clear, professional, and client-ready deliverables, feel free to get in touch — I’d be happy to discuss your project.
I respond promptly and am happy to answer any questions or review your requirements.
DocuSign
Word Processing
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Visio
Adobe Acrobat
Document Conversion
Mail Merge
PDF Conversion
Kajabi
Keap
Formatting
Presentation Design
Print Design
Ankit B.
Faridabad, India
$25/hr
4.8
280 jobs
6X Salesforce Certified Architect and Developer — 12+ years of experience, 220+ projects delivered, and a Top Rated Plus (top 3% of Upwork talent). Specializing in designing and implementing clean, scalable Salesforce solutions using Sales Cloud, Service Cloud, OmniStudio, Agentforce, Pardot, Marketing Cloud, and Experience Cloud.
Trusted by startups, SMBs, and enterprises for architecture, custom development, integrations, automation, AI-powered Agentforce solutions, system optimization, and strategic consulting.
🌟 𝐀𝐆𝐄𝐍𝐓𝐅𝐎𝐑𝐂𝐄 & 𝐀𝐈 𝐄𝐗𝐏𝐄𝐑𝐈𝐄𝐍𝐂𝐄
✅ Agentforce Setup, Configuration, Deployment & Integration with Flows, Apex & External APIs
✅ AI Agent Design for Sales (SDR), Service, Support & Internal Operations (including Case Deflection & Self-Service Automation) across Healthcare, eCommerce, Finance, Real Estate, Education & SaaS
✅ Prompt Builder, Agent Actions & AI-Powered Workflow Automation
✅ Einstein AI, Generative AI, RAG & Knowledge Integration
✅ Voice AI & Conversational Agent Design
✅ Testing, Optimization & Ongoing Enhancements
🌟 𝐒𝐀𝐋𝐄𝐒𝐅𝐎𝐑𝐂𝐄 𝐂𝐋𝐎𝐔𝐃 𝐄𝐗𝐏𝐄𝐑𝐈𝐄𝐍𝐂𝐄
✅ Sales Cloud – Lead Management, Opportunity Management, Forecasting & Automation
✅ Service Cloud – Case Management, Omni-Channel Routing & Support Automation
✅ OmniStudio – OmniScripts, FlexCards, Integration Procedures, DataRaptors, Document Generation, PDF Creation & Salesforce Industries (Vlocity)
✅ Salesforce Marketing Cloud (SFMC) & Pardot (Account Engagement) – Marketing Automation, Lead Nurturing & Customer Journeys
✅ Experience Cloud – Customer, Partner & Community Portals
✅ Financial Services Cloud – Lending, Mortgage & Client Relationship Management
✅ Commerce Cloud – B2B/B2C, Storefronts & Customer Experience
✅ Data Cloud – Data Unification, Segmentation & AI-Driven Insights
✅ Salesforce CPQ – Configuration, Pricing, Quoting & Approvals
🌟 𝐈𝐍𝐓𝐄𝐆𝐑𝐀𝐓𝐈𝐎𝐍𝐒
✅ Google (Calendar, Drive & Sheets), Box, AWS S3, Dropbox
✅ SAP, N8N
✅ Shopify, Magento 2, WordPress/WooCommerce, Webflow
✅ QuickBooks Online, Xero, Stripe, PayPal, Razorpay, Authorize.Net
✅ DocuSign, Adobe Sign
✅ Twilio, WhatsApp, HubSpot, MailChimp
🌟 𝐌𝐀𝐑𝐊𝐄𝐓𝐈𝐍𝐆 𝐀𝐔𝐓𝐎𝐌𝐀𝐓𝐈𝐎𝐍
✅ Marketing Cloud & Pardot – Configuration, Development, Optimization & Salesforce Integration
✅ Journey Builder, Automation Studio, Engagement Studio, Email Studio, Mobile Studio, Advertising Studio, Content Builder, Interaction Studio & Personalization
✅ Multi-Channel Customer Journeys, Lead Nurturing, Triggered Messaging & Automation Rules
✅ Email Templates, CloudPages, Landing Pages & Forms
✅ Segmentation, Dynamic Lists, Scoring, Grading & Audience Management
✅ AMPscript, SSJS, SQL & Marketing Cloud Connect
✅ Data Extensions, Subscriber Management & GDPR Compliance
✅ Campaign & UTM Tracking, Lead Attribution, ROI Reporting & Deliverability Optimization
🌟 𝐒𝐀𝐋𝐄𝐒𝐅𝐎𝐑𝐂𝐄 𝐀𝐏𝐏𝐄𝐗𝐂𝐇𝐀𝐍𝐆𝐄
✅ Salesforce App Development, Customization, Deployment & Version Management
✅ Security Review Readiness & Release Management
✅ Managed Packages, Unmanaged Packages, ISV Solutions & Multi-Tenant Architecture
🧠 𝐓𝐄𝐂𝐇𝐍𝐈𝐂𝐀𝐋 𝐒𝐊𝐈𝐋𝐋𝐒
✅ Apex, Triggers, Batch/Queueable, Schedulable Jobs, LWC, Aura, Visualforce & Test Classes
✅ Custom Objects & Metadata, Validation Rules, Data Modeling, Roles, Profiles, Permission Sets, Report & Dashboard
✅ Record-Triggered, Screen, Scheduled & Auto-Launched Flows, Approval Processes, Assignment Rules & Process Builder Migration
✅ REST API, SOAP API, MuleSoft, Boomi, Zapier & Make
✅ UI Development (SLDS, JavaScript, HTML & CSS)
✅ DevOps & Release Management: SFDX, Change Sets, Gearset, Copado, Git, GitHub & CI/CD Deployments
✅ Data Management & Migration: Import/Export, Cleanup & Deduplication via Data Loader, Informatica, ETL, Org-to-Org & Legacy CRM Migrations
🏅 𝐂𝐄𝐑𝐓𝐈𝐅𝐈𝐂𝐀𝐓𝐈𝐎𝐍𝐒:✔ Platform Developer 1 ✔ Administrator ✔ Agentforce Specialist ✔ AI Associate ✔ Associate ✔ Marketing Cloud Account Engagement (Pardot) Specialist
📌 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒: Manufacturing, NGO, Financial Services, Healthcare, Legal, Real Estate, eCommerce, SaaS, Education, and B2B/B2C
🤝 𝐖𝐇𝐘 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 𝐌𝐄:👉 6X Certified | 12+ Years Experience | 220+ Projects | On-Time Delivery | Clear Communication | Full-Time Availability
𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Salesforce Solution Architect, Salesforce Expert, Salesforce Consultant, Salesforce Developer, Salesforce Administrator, Salesforce Admin, Salesforce Implementation, Salesforce Setup, Salesforce Configuration, Salesforce Customization, Salesforce Development, Salesforce Optimization, Salesforce Support, API Integrations, Third-Party Integrations, Salesforce Automation, Flow Builder, Salesforce AI, Salesforce Einstein, Einstein Bots, AI Chatbots, CRM Analytics, Salesforce Lightning, Lightning Web Components, Apex Developer, SOQL, SOSL, OAuth 2.0, Named Credentials, Email Campaign Setup and Management, Email Designer, Email Marketing, Conga Composer.
DocuSign
Salesforce Sales Cloud
Salesforce Marketing Cloud
Salesforce Service Cloud
Salesforce Lightning
Pardot
Visualforce
Apex
Salesforce App Development
Salesforce CPQ
Commerce Cloud
Community Development
RESTful API
Automation
API Integration
Email Marketing
AI Chatbot
AI Agent Development
Dashboard
Report
Anuj K.
Dehradun, India
$10/hr
4.8
96 jobs
☑️ Full-Stack Automation & API Expert (SaaS Focused) ☑️ AI Expert ☑️ CRM Developer ☑️Website Developer ☑️Custom Software development & Integrations ☑️ GO High Level ☑️ Podio ☑️ Pipedrive ☑️ Hub staff ☑️ Zapier
I am a Full-Stack Automation Developer and API Expert with the ability to integrate virtually any service that exposes an API. I specialize in designing, building, and scaling custom SaaS tools, backend systems, and complex automation workflows that align perfectly with a client’s business logic.
With a strong foundation in software engineering and cloud architecture, I have extensive experience connecting services to services, orchestrating complex workflows, and transforming raw data into meaningful, actionable systems. My focus is not just automation—but building reliable, scalable, production-ready solutions.
🧠 Technical Expertise & Architecture
I have in-depth experience in server-side and cloud development, including:
• AWS EC2 cloud infrastructure
• Databases: MongoDB, Azure SQL, Astra DB, and other cloud-based databases
• Secure API design, authentication, and performance optimization
• Scalable backend systems for SaaS applications
I’m comfortable working across the entire stack—from backend logic and APIs to frontend UX and deployment.
🔧 Core Focus Areas
• Custom Software & Automation Development
• SaaS Application Development (End-to-End)
• API Design & Integration (REST, Webhooks, OAuth)
• CRM & CMS Development (Podio, Go High Level, HubSpot, Pipedrive, and custom CRMs)
• Zapier Expert (9+ Years)
o Building & publishing custom Zapier apps
o Advanced multi-step workflows & private integrations
• Hard-Core & Complex Programming Solutions
• Full-Stack Web Development (React, Node.js, WordPress, PHP)
• UI/UX-Focused Frontend Development
• Digital Marketing & Growth Automation
________________________________________
🤖 Automation Systems I Build
• Appointment Scheduling Systems
• SMS, Email & Voicemail Blasts
• Follow-Up Sequences & Drip Campaigns
• Lead Capture & CRM Sync
• KPI Dashboards & Reporting Systems
• Marketing Funnels & Attribution Tracking
I also integrate and automate social media and communication platforms such as:
• Facebook Lead Ads
• Instagram
• Gmail
• SMS & Calling Platforms
________________________________________
🔗 Integration Experience (Selected)
• Zapier Custom Integrations
• Direct API Integrations
• CallRail ↔ Podio
• DocuSign Integrations
• Plecto ↔ Podio
• Roor SMS Campaigns
• Mojo Dialer via Zapier
• Custom Smartphone Integrations
• Custom Xencall Integrations
• Web Forms & Data Pipelines
• SMS & Email Marketing Systems
• Google APIs (Street View, Aerial View, Maps)
________________________________________
🤝 How I Work
I speak fluent English and genuinely enjoy collaborating with people. I don’t believe in transactional relationships—I believe in long-term partnerships built on trust, transparency, and shared growth.
If you’re enthusiastic, ambitious, and looking to build something meaningful—we’ll work great together.
________________________________________
📅 Let’s Get Started
I’d love to learn about your project and suggest the most efficient, scalable, and future-proof solution.
👉 Please schedule a meeting, and let’s turn your idea into a powerful system.
DocuSign
Mailchimp
Xero
Zapier
GlobiFlow
Zillow Marketing
Klipfolio
Pipedrive
Twilio API
Podio
Christine A.
Bengaluru, India
$10/hr
4.9
77 jobs
Hello, I’m Christine — a highly experienced Virtual Assistant with 20+ years of corporate experience as an Administrator and Executive Assistant, supporting senior management and fast-paced business environments.
I help business owners, professionals, and companies stay organized, meet deadlines, and operate smoothly by delivering accurate, reliable, and confidential administrative support. I work independently, communicate clearly, and take full ownership of my tasks—so you don’t have to follow up.
I am a Certified Virtual Assistant with proven expertise in data management, transcription, documentation, bookkeeping support, and back-end operations.
🔹 What I Can Do for You, General, Legal & Medical Transcription, Podcast Transcription, Data Entry & Data Management, Email & Calendar Management, PDF Conversions & PDF Specialist Work, Proofreading & Editing, Professional Document Formatting, Book Editing, Fillable Form Creation, Anki Flash Card Creation
🔹 Tools & Platforms I Work With:
Microsoft Office (Word, Excel, PowerPoint, Outlook), Google Docs & Google Forms, Professional transcription software, PDF & file-conversion tools, Xero (Bookkeeping & Invoicing), BOX, ATO Portal & Practice Manager
I currently support an Australian Tax Company on a part-time basis, handling bookkeeping and invoicing through Xero, client back-end support, documentation and secure filing in BOX, ATO portal downloads, and task management via Practice Manager.
I have successfully delivered projects involving podcast transcription, document formatting, PDF conversions, fillable forms, and administrative support, consistently meeting deadlines and maintaining high accuracy standards.
If you’re looking for a dependable, detail-driven, and experienced professional who treats your business like their own, I’m ready to help.
Let’s get your work done—efficiently and correctly, the first time.
Data Entry
Google Spreadsheets API
Medical Transcription
Xero
Data Extraction
PDF Conversion
General Transcription
Fillable Form
Document Formatting
Ebook Formatting
Ebook File Format
Book Editing
Shashank Kumar G.
Dehradun, India
$34/hr
4.7
175 jobs
Greetings! Welcome to my profile :)
I am an Individual accomplished full-time Podio+PHP software developer with over 10+ years of professional experience building many projects related to Real Estate, Schools, Marketing Companies, small businesses. I love to work from scratch for any development. It is preferable to code the design HTML by me to have more control over it. My approach is to understand the client’s business concept and the requirement, which gives me a fair idea of the whole scenario quickly.
Some skills that I can offer are:-
✅ I work on Laravel, WordPress, Codeigniter, Yii, CakePHP, Core PHP, JQuery, HTML, CSS, Bootstrap, Ajax, JSON
✅ Worked with GIT and Agile methodologies
✅ Project Management Tools such as Trello, Jira, Asana, Basecamp
✅ Create Websites and custom solutions
✅ have experience working on Database like MySql, MySqli, SQLite, and many more
✅ For any third-party integration, I use Zapier and sometimes with the APIs
✅ I have experience working on Podio, Globiflow, Zapier, CallRail, Twilio, smrtPhone, Lob, Carrot, Zillow, Google Map view, RightSignature, Roor, Phaxio, GlobiMail, Procfu, AttomData, Zillow, Vumber, Click2mail, and many more applications
Get in touch to find out how I can help you. :) Looking forward to having a great working relationship with you.
Regards,
Shashank
DocuSign
jQuery
WordPress
Front-End Development
GlobiFlow
Zapier
CodeIgniter
Twilio API
Lead Management Automation
CakePHP
Laravel
RightSignature
Podio
PHP
Yii2
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