7 checks to run before delivering a PDF-to-Excel workbook
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A spreadsheet can open cleanly and still be wrong. Before client delivery I check:
1. Source vs. output row count.
2. Missing required fields.
3. Duplicate record IDs.
4. Dates and numbers stored with the right type.
5. Shifted columns or values under the wrong header.
6. Quantity and value totals against the source.
7. Spot checks back to the original PDF.
I turned this workflow into a reusable bilingual Excel workbook for freelancers and virtual assistants. It does not convert or upload PDFs; it audits the finished result and includes a fictional worked example.
The toolkit is available for USD 15 here: https://payhip.com/b/gpq3R
Which of these checks causes the most rework in your client jobs?
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