| Document formatting audit | Review of document structure, styles, numbering, tables, references, accessibility issues and output risks | Findings report or annotated issue list | Discovery and audit | Sample files, preferred style, known issues and required output |
| Formatted business document | Clean layout, headings, spacing, page numbers, tables, figures, headers, footers and PDF export checks | Editable Word or Google document plus PDF | Production | Approved content, template and deadline |
| Proposal or RFP formatting pack | Commercial document layout, sections, tables, appendices, submission rules and final file packaging | Editable proposal and submission-ready PDF | Production and QA | RFP instructions, pricing content, brand assets and approvals |
| Report or board-pack formatting | Executive report structure, table of contents, pagination, footnotes, charts, appendices and controlled PDF output | Formatted report and PDF pack | Production and QA | Draft report, source tables, figures and review comments |
| Template library | Reusable templates for reports, proposals, policies, letters, manuals or presentations | Word, PowerPoint, Google Docs or Google Slides templates | Setup | Brand assets, reference documents and user requirements |
| Style guide or usage notes | Practical instructions for headings, lists, tables, numbering, document names and PDF export | Short guide or template notes | Documentation | Approved formatting rules and user feedback |
| PDF preparation and cleanup | Bookmarks, page order, file naming, compression, navigation, print-readiness and distribution checks | Optimised PDF and checklist | Delivery | Final approved source file and distribution requirements |
| Accessibility-oriented review | Heading order, table clarity, link text, alt text prompts, contrast flags and PDF navigation review | Issue list and improved file | Quality assurance | Accessibility target and approved content |
| Version-control support | Document naming, file handover, change notes, reviewer comments and update tracking | Change log and managed file set | Ongoing support | Reviewers, source files and approval process |
| Managed formatting report | Request volume, turnaround, quality issues, recurring problems and template improvement opportunities | Monthly or agreed report | Managed service | Intake system access and agreed reporting cadence |