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Why & How to Use a Contract Maker?

Download the PDFPeople signing a contract

A contract maker can help individuals and organizations quickly draft professional contracts. By simply connecting the contract generator software to your datasource, it can start entering variable or dynamic details like particulars of the parties signing the contract into a contract template while ensuring the process is quick and error-free.

How to Use Contract Maker or Generator?

The user is given the tools to help them design templates for the different types of contracts they use often. Contract maker software like Windward guides the user to create customized templates which will be used to create contracts. For example, you can create templates for sales contracts, employment contracts, partnership contracts and so many more.

When the templates are created and stored, they can be retrieved and used to create different contracts. They serve as the model of what a particular contract should look like. The templates though have some sections that can be edited depending on certain variable/dynamic details of the contract.

Types of Contract Makers

While some contract makers may have the ability to design several kinds of contracts, there are others that are specialized and used to create specific types of contracts. These include the following:

Legal Contract Maker

This software is designed to draft contracts for legal purposes. The legal contract maker contains templates created under the supervision of a lawyer. It carefully captures all the fields of a legal contract for example:

  • Identify the parties engaged.
  • Contain a clause indicating that all parties agree to be legally bound by the contract.
  • Spell out the considerations of the contract.
  • Include a field for signatures and date the contract is signed.

Instead of having a lawyer draft legal contracts, a user can enter details into the software and the software will generate it.

Sales CRM Contract Maker

A sales CRM contract maker like Windward Hub is used to draw up contracts once a customer requests a contract. Unlike the manual process that would involve a legal professional approving the final contract, this is generated automatically based on information provided by the client and the sales agent. It is provided as a professional tool within the CRM system and can be customized for particular industries.

Know more about Windward Hub and HubSpot or Salesforce CRM integrations here.

Service Contract Maker

When a business takes on a new service provider, they will agree to the terms of service. The service contract maker will capture the details of the negotiation and create a service contract based on the terms agreed upon. Each party can then sign the contract to show their approval of the terms.

What are the Advantages of an Automatic Contract Maker?

Automation in general will improve efficiency in just about every industry it is applied. In the same light, an automatic contract maker like Windward would improve efficiency in any business. The amount of time it takes to generate a contract is more than halved and the company has the luxury of confidence the document created meets its internal and external compliance standards, contains all the necessary clauses, and is error-free.

Contracts can also be created in bulk so that multiple requests can be attended to in a limited period. With the use of a contract template, a business can sign contracts with several service providers without burning the midnight oil to draft individual contracts.

You also do not have to worry about that important business contract getting lost. Automated contracts are paperless and are available within the system. Usually, they are stored on the cloud and can be accessed by simply logging into the system account from any device.

Another major advantage is the fact that they are more secure than papers in a file. Only authorized persons can access them and there is a secure system to ensure not just anyone can sign into the system and retrieve or alter the content of a contract.

How to Write a Contract?

Involving a lawyer in writing a contract would be the best option but if you are determined to write your own contract, you must know the basics of how to write a contract. First of all, make sure the contract has the following ingredients.

An Item of Exchange: There must be something of value that is being exchanged. It could be an object or a service. For example, a property may be purchased or transport service can be offered.

Consideration: The exchange should be backed by a price. One party is offering the item of value and the other is offering adequate consideration for that item.

Capability: All the parties entering into the contract must be legally capable to take the position. A person under 18 for example is not capable of entering into a contract and neither is a mentally unstable individual.

Local Jurisdiction: The area where a contract is signed may have unique laws regarding a particular type of contract. As you write the contract, you need to be aware of such laws.

With this knowledge, you can then proceed to write a contract and include the above ingredients.

The contract must also be in a language that the parties understand or it should be translated into that language. It will take a lot of research to write a contract that fully establishes the terms and conditions of the agreement.

A simpler option would be to use a template. For example, you can use a business contract template to quickly draft a contract. Templates are designed by lawyers and have all the ingredients needed to create a solid agreement that is legally binding.

Contract Examples

There are so many contract examples. Any agreement that may be legally binding can be turned into a contract. For example:

  • Service provision contract
  • Sale of property contract
  • Rental contract
  • Business contract
  • Employment contract, etc.

If you’ve just discovered us, we’re excited! Try Windward Core or Windward Hub your automatic contract maker for free and take it for a spin. Start automating contracts in just a few clicks starting today.

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

Written by:_
Genesis Abel

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