
In Progress
Posted
Paid on delivery
We need a Word macro-enabled template (.dotm) built for a legal/contract-style document. The template should let a user add or remove specific clauses while editing, with the surrounding numbering, cross-references, and formatting updating automatically. Specifically, we're looking for: Content controls or bookmarks mapped to a defined set of optional clauses A simple way to toggle clauses on/off while editing (checkbox list, dropdown, or button-triggered macro — open to your recommended approach) Automatic renumbering of clauses/sections when one is added or removed Clean, commented VBA so we can make minor edits ourselves later A short written guide (1 page) explaining how to use and maintain it We'll provide the base Word document (approximately 20 pages) and a list of the clause variations needed. Please include in your proposal: A short example or portfolio link of a similar Word VBA / content-control project you've built Your estimated turnaround time Whether you'd price this fixed or hourly Budget: fixed price, in the low hundreds (AUD). Happy to discuss scope if it affects pricing.
Project ID: 40680729
32 proposals
Remote project
Active 6 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs

Your template needs optional clauses to behave as part of the document structure—not pasted blocks that break numbering, references, or legal formatting when removed. I can build the .dotm around tagged content controls, Word heading/list styles, and commented VBA that updates fields and cross-references after every clause change. I recommend a compact VBA UserForm with checkboxes for the approved clause set. Each selection will insert or remove the correct clause at its defined location, preserve paragraph styles, renumber sections automatically, and refresh REF fields, the table of contents, and related references. I’ll also add safeguards against duplicate insertion and missing bookmarks. Delivery includes the tested macro-enabled template, editable VBA source, the configured optional clauses, and a one-page maintenance guide. My closest relevant work involves document-processing and workflow automation; I can share suitable examples privately, though I won’t claim a public Word VBA project that I cannot verify. Estimated turnaround is 4–6 days, priced at a fixed AUD 450 after reviewing the number of clause variants. How many optional clauses and cross-references are in the base document?
$350 AUD in 4 days
4.0
4.0
32 freelancers are bidding on average $379 AUD for this job

As an experienced Data Analyst with a strong background in MS Excel and pdf fillable forms, I have the necessary skills to create your complex automated legal clause template. To me, this project is all about being detail-oriented and using my deep understanding of Microsoft Word, VBA, and content controls to deliver a robust solution. In fact, I recently completed a similar project where I developed a Word VBA solution for a company that needed an automated system for numbering and sorting lengthy documents - an undertaking quite akin to what your project demands. My knowledge of utilizing checkboxes, dropdowns, and buttons will help your team easily toggle clauses on/off, saving you time and ensuring accuracy in your document. I'm confident in my ability to provide you with a well-commented VBA code that allows you to easily make minor edits in the future. Additionally, I will write you a step-by-step guide -- in simple language -- on how you can use and maintain the template. To enable us to proceed efficiently, I would suggest that we work on a fixed budget based on my estimate of turnaround time since we have specific parameters for the project budget.
$250 AUD in 1 day
3.9
3.9

Good day! A contract template with optional clauses should behave like a controlled legal document—not a manual copy-and-paste process. I can build your .dotm template so users can switch specific clauses on or off while Word automatically maintains numbering, cross-references, and document formatting. I’ll use a practical combination of content controls/bookmarks and clean VBA, with a simple clause-selection interface that best fits your workflow. The optional clauses will be structured so adding or removing them does not leave broken numbering or references. I’ll also provide clearly commented code, an organized template structure, and a concise maintenance guide so your team can handle future clause changes confidently. With 9 years of experience working on document automation and VBA-based workflows, I understand the importance of reliability and maintainability for legal-style documents. I can work from your 20-page base document and clause list to create a polished, reusable solution designed around your actual drafting process. I’m ready to help turn the template into a simple and dependable clause-management system.
$500 AUD in 7 days
3.8
3.8

I have built .dotm templates before, so the macro-driven clause logic here is straightforward. I would set up content controls for the variable clauses, VBA to insert or remove sections based on your conditions, and a locked structure so formatting stays clean no matter who fills it in. Can start today, done in 3 days. The budget and timeline reflect what's in the post. Once I see the actual clause set and rules, we will firm both up together. Want me to send a quick scope doc?
$450 AUD in 5 days
3.1
3.1

Hello, With a rich background in technical execution and automation, I am excellently positioned to build your legal clause word template. In previous projects, I have developed similar Word VBA and content-control solutions that allowed for dynamic editing by clients whilst maintaining the integrity of the document's numbering, cross-references, and formatting. For instance, I created a contract template for a financial institution that allowed them to toggle different commission structures according to their client preferences whilst preserving the structure and overall layout of the document. Considering my skill in creating streamlined UIs, I would design a user-friendly way (such as a checkbox list or dropdown) for you to add or remove specific clauses while keeping track of numbering and cross-references. Using VBA coding, I will ensure all associated elements update themselves automatically when an action is performed. Also, in line with your requirement for easy maintenance and minor edits, I will provide a well-commented VBA codebase and concise guide. Finally, your request for an exceptional yet budget-friendly solution aligns perfectly with how I work too. My turnaround time for this project is approximately X days. I'm comfortable with a fixed pricing model rated in the low hundreds (AUD), but always open to discussing scope to fit within your budget without sacrificing quality. With me on board, expect not just a run-o Thanks!
$250 AUD in 4 days
1.6
1.6

Hello, I'm Rohaan, a seasoned professional with over 5 years of expertise in Automation, Editing, and Microsoft Word. I understand your need for a Word macro-enabled template for legal documents. I will create a user-friendly template with content controls for toggling clauses, automatic renumbering, and clean VBA coding for easy maintenance. With 145+ projects completed, I assure you of a professional solution tailored to your requirements. Let's discuss your project further to ensure a seamless collaboration. Best regards, Rohaan
$250 AUD in 7 days
1.3
1.3

Hello, Have you considered using a custom ribbon toggle with content controls bound to a defined clause library, rather than a checkbox list? That approach keeps the editing surface clean and makes the macro logic much easier to maintain. I’ll build the .dotm with a userform-driven toggle panel, auto-renumbering via a recursive field or bookmark loop, and fully commented VBA so your team can tweak it later. I’ll also include the one-page maintenance guide. I can deliver the working template within 3 days, priced fixed as you prefer. Since you mentioned the clause variations are still being finalized, should the macro read the clause list from a hidden worksheet or a separate config file so you can add new clauses without touching the VBA?
$515 AUD in 3 days
0.0
0.0

Hello, Your point about numbering, cross-references and formatting updating automatically as clauses are toggled is the real heart of this, and where these templates usually break. My approach: content controls mapped to each optional clause, a toggle (checkbox list or macro button, whichever suits your workflow), and automatic renumbering via SEQ fields and cross-references, with clean commented VBA plus the 1-page guide. Typically delivered in about 4 days. Two things will shape it: how many optional clauses in total, and how deep does the numbering go (nested sub-levels)? And do any clauses reference each other, so a cross-reference must recalculate when one is switched off? For a scope like this, expect roughly 120 to 225 EUR, with the firm figure once your answers are in. Happy to talk it through. Best regards, Eric
$250 AUD in 4 days
0.0
0.0

★•══•★ Hi client ★•══•★ I see the problem—your current setup is slow, clunky, and eating up your time. I get it, and I’ve fixed this exact mess before. My approach is straightforward: find the root cause, fix it properly, and make sure it stays fixed. No band-aids, no surprises. I test everything before handing it back, so you don’t have to babysit it. You’ll get clean work, clear communication, and zero fluff. Just a solid result that holds up. Ready to get this sorted? Send me the details and I’ll jump right in. Best regards, Rico
$250 AUD in 7 days
0.0
0.0

Hi Dermott, I will deliver a .dotm Word template with content controls for optional clauses, checkbox toggles, auto‑renumbering, commented VBA and a one‑page usage guide. I can complete it in 5 business days for a fixed price of AUD 500. I can send a short sample macro now; shall I start today? Thanks, Alex Waiting for your response in chat! Best Regards.
$500 AUD in 3 days
0.0
0.0

From your brief, I understand you need a Word macro template where users toggle legal clauses on and off while automatic renumbering and cross-references stay in sync. I'd build this using content controls mapped to VBA that handles the toggle logic and regenerates numbering on each edit. Content controls work better than bookmarks here. I've built similar automation with workflow systems: conditional logic, field updates, and maintainable code are my pattern. You'll get the .dotm template with fully commented VBA, a one-page guide on using and extending it, and two revision rounds. Estimated turnaround is 7-10 business days. I'd price this fixed within your 250-750 AUD range. Share the base document and clause list and I'll lock down scope. Alex
$450 AUD in 3 days
0.0
0.0

Hi, I have experience with VBA, Word templates, content controls, bookmarks, dynamic document generation, and automation. I will build the .dotm template with an easy clause toggle system, automatic numbering and cross-reference updates, clean commented VBA, and a simple maintenance guide. I will first structure the clauses so adding or removing sections does not break the document formatting or numbering, then test multiple clause combinations before handover. Estimated turnaround is 2–3 days.
$250 AUD in 7 days
1.7
1.7

Before touching the base contract there's a call to make: bind every clause to its own content control tag so toggling is native to Word and survives edits, or build a separate checklist pane that flips blocks of text on command. The first costs more up front, one control per clause, but it still behaves after the contract's been edited six times. The second is quicker to wire up, one screen for everything, but it can drift from the document once the base text changes underneath it. For something you're meant to maintain yourselves afterward, I'd go with content controls tied to a plain checklist macro rather than a hidden state table, so the on/off state is visible right there in the document and not buried in VBA. Section numbers and cross-references run off SEQ fields bound to bookmarks, so pulling a clause renumbers everything downstream on its own instead of needing a macro pass every time. VBA gets commented properly and the usage guide covers exactly how to add a new toggle-able clause later, since that's usually where people get stuck six months in. First milestone locks down the toggle mechanism itself before I touch renumbering, so you can confirm the twenty pages are tagged the way you want before the rest gets built on top of it. M1: content control tagging across the base contract plus a working toggle mechanism, 260 AUD, 2 days. M2: automatic section and cross-reference renumbering, commented VBA, one-page usage guide, 390 AUD, 2 days.
$650 AUD in 4 days
1.4
1.4

I can deliver a sophisticated Word template with automated clause management, similar to how dynamic document generation tools streamline contract assembly. My approach will ensure seamless integration of optional clauses, maintaining structural integrity and professional presentation. My technical strategy involves leveraging Word's Content Controls combined with VBA. I'll define a set of linked Content Controls, each representing an optional clause, triggered by user selections. VBA macros will handle the dynamic addition/removal of content, with subsequent logic to automatically renumber sections and update cross-references using Word's built-in fields and a custom renumbering routine. Comments will be extensively used to ensure clarity and maintainability of the VBA code. Would you prefer a checkbox-style interface for clause selection, or a dropdown menu for a more condensed user experience? I'm available for a brief call to discuss the optimal UI and finalize the scope.
$558 AUD in 21 days
0.0
0.0

When a clause is hidden, Word often leaves stale numbers in the table of contents and cross‑references, which can confuse readers. I'll create a set of content controls tied to a VBA routine that flips a hidden flag and then forces a full field update. A custom ribbon button will present a checklist of the optional clauses so users can add or remove them with one click. I’ve seen projects where the macro only updates the visible numbers, leaving hidden sections numbered but not shown, causing mismatched references. My code will walk the document structure, renumber each heading and refresh all linked fields, so the numbering stays tight. The one‑page guide will walk you through the button, the controls, and how to edit the VBA comments later.
$500 AUD in 7 days
0.0
0.0

As an experienced Website and Mobile Designer/Developer, I have a unique perspective on the growing need for automation in industries like legal and branding. Throughout my 6+ years in the design world, I have created numerous VBA-driven systems employing content controls and macros to streamline processes - exactly what you're looking for. My portfolio showcases a variety of projects - many similar to what you described - that demonstrate my thorough understanding and use of VBA macro-enabled templates. Estimating your project’s turnaround time would be based on how extensive the desired functions are and whether they require coding from scratch or repurposing existing solutions. A clean, accessible way to edit clauses is crucial. Through checkboxes, dropdown menus, buttons – I've seen them all – I believe in adapting technology to users' preference; they need simplicity without compromising functionality. With your clear provided list, I can ensure your template only integrates the clauses you need while maximizing their formatting consistency. Regarding pricing, we can do this on both a fixed laborious!
$250 AUD in 3 days
1.4
1.4

Hello, I understand you need a macro-enabled Word (.dotm) template that allows users to add or remove optional legal clauses while automatically updating numbering, cross-references and formatting. The goal is to deliver a simple, reliable and maintainable template that your team can easily use and modify. Here’s what I can provide: Build content controls/bookmarks mapped to optional clauses with an intuitive checkbox, dropdown or macro-based toggle system. Implement automatic clause/section renumbering, cross-reference updates and consistent legal-document formatting. Provide clean, commented VBA code plus a concise 1-page user/maintenance guide so your team can make minor changes confidently. I bring over 4+ years of experience in Microsoft Word automation, VBA, document templates and workflow automation, with a strong focus on reliable functionality and clean maintainable solutions. Just to clarify a few things: Does your existing 20-page document already use Word heading styles and automatic numbering? Approximately how many optional clause variations need to be included? Please come to the chat box to discuss more about your project. Best regards Indresh Kushwaha
$450 AUD in 7 days
0.0
0.0

Sydney, Australia
Payment method verified
Member since Aug 30, 2026
₹750-1250 INR / hour
$250-750 AUD
₹12500-37500 INR
£250-750 GBP
€18-36 EUR / hour
$30-250 AUD
£20-250 GBP
$30-250 USD
₹12500-37500 INR
₹600-1500 INR
₹12500-37500 INR
$500 USD
$2-8 USD / hour
$30-250 USD
$250-750 USD
$10-50 USD / hour
$30-250 USD
₹12500-37500 INR
$30-250 USD
₹600-1500 INR