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Document Automation Use Cases – Quick Guide

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When you talk to organizations about what life was like before they started using document automation, you will realize how much time was wasted making a first draft, walking from one office to another to gain approval and how clients had to wait longer but pay more. So what happens when the coin is flipped and they talk about life now with document automation? Well, here are ways document automation software can make a big difference while creating contracts, agreements, quotes, and more.

Contract Generator

With document automation, contract generation is more like answering multiple-choice questions. In a contract form template, the user can quickly set up the kind of contract they would like to create using simple business logic and connect to the datasource to populate the template with dynamic data. Once that is done, the contract generator will put together the contract based on predefined static and dynamic fields and parameters. And in a few minutes, a contract is ready to be signed. This works in various scenarios where contracts are needed whether in your CRM or other internal systems.

Windward Hub connects with your favorite CRMs like Salesforce and HubSpot, so you can start automating contracts and agreements in minutes and close more deals.

Salesforce Contract Generator

Businesses integrate document automation software with their CRM. For instance, Windward Hub, a leading HubSpot and Salesforce contract generator takes care of all sales contracts. The client simply indicates what they’re interested in and the software will create a corresponding contract. The whole process is automated and can be completed in just a few minutes.

Legal Contract Generation

Legal contract generator like Windward can help law firms provide quality legal services. With a self-care portal, a client can request a contract and indicate what they’re interested in. The software will use information provided by the client to generate a contract. Law firms are saving time and satisfying more clients using this tool.

Employment Contract Generation

The HR department doesn’t have to be swamped drafting several employment contracts. Using employment contract generator like Windward Hub or Core, they can easily generate several employment contracts. Even if an organization has to take on several employees at a go, the software will quickly generate individual contracts and they will be error-free.

Contract or letter generation software has truly transformed the way contracts are generated for organizations. With time saved, errors eliminated, less money spent on paper and both customers and employees are happier.

Proposal Generator

As a sales person, entrepreneur, marketing or investment company, proposals play a huge role in gaining new deals. With proposal generator software, you can automate these proposals by integrating with your favorite software or system.

Agreement Generator

No matter the industry, a professionally drafted agreement goes a long way in ensuring clarity in a business relationship. An agreement generator spares you the hassle of drafting agreements from scratch and risking human error that can damage a relationship and reputation. With document automation software, there are various agreements you can draft depending on your industry. Here are some common use cases:

Loan Agreement

With a few entries into a template, a loan agreement can be created in a matter of minutes. There is no need to draft every clause and then have it proofread and approved. Simply enter the name of the borrower, the amount being borrowed, and when the loan should be repaid. The loan agreement generator software will complete the rest and it will be ready for signing.

NDA Agreement

An NDA agreement is a sensitive document that cannot be copied and pasted since certain clauses may vary. Using legal agreement generator, you can ensure that every unique detail is included in the document and you do not need to spend hours drafting it. With nondisclosure agreement automation, a business can quickly sign-up new staff and still ensure private details are legally protected.

Consulting Agreement

Quickly spell out the details of a consulting agreement and get to work without having to check and recheck details discussed earlier.

Distribution Agreement

Flexibility is key in business today, but being flexible with your distribution agreements may create extra work when drawing up an agreement. Document automation can ensure you can create flexible distribution agreements in a fraction of the time it would take to draft them manually.

Tenancy Agreement

Drafting tenancy agreements can hold up the sealing of a deal but that’s no reason to rush the process and end up with a flawed agreement. Automating the generation of such agreements ensures all the bases are covered but still the agreement is ready for signing the same day a tenant expresses interest in the property.

Several other agreements can be automatically generated using the best rental agreement generator. Businesses can save a lot of time on this process.

Quote Generator

When customers ask for a quote, they usually are looking for the right price and a delay in delivering that or errors made in the quote can cost your business. Using a quotes generator can help remedy such a situation.

You would not have to worry that the wrong quote was used or that you forgot to include a discount offer that was advertised. Document automation software ensures that you create quotes using the most recent approved prices and the process is done quickly. If, for example, a customer made a request online, the software would automatically generate a quote and send it to them.

Sales Quotes

Sales personnel shouldn’t be bogged down creating quotes. Quote generator software can get that done for them almost instantly. If you use cloud-based software, it is even better because they can access the generator on the go and provide quotes even without returning to the office.

Invoicing

The same software can be used for invoicing. Once a customer places an order, the invoice can be created immediately and this will quicken the payment process. Accurate invoices sent at the right time can help the customer schedule payment in time.

Price Comparisons

Potential buyers will shop around for the best price. Usually, they will request a quote to compare with the competition. You can send quotes immediately by using quote generator software.

Automating the quotation system within an organization will make it easier for buyers to make a decision and it sets the ball rolling for the closing of a sale. Research shows that the faster a client receives a quote, the faster they make payment.

If you’ve just discovered us, we’re excited. Try Windward Core for free (14-days) and take it for a spin. Start automating contracts, agreements, quotes, proposals and more 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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