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G2 Names Windward as the Momentum Leader in Document Generation


We are all smiles, claps, whistles, and pats-on-the-back at Windward as we are honored by G2 as the Momentum leader in the document generation category.

It is extremely encouraging to know that our years of diligence has paid off as we are now recognized and enthusiastically appreciated by our clients.

It is indeed an honor for us to know that our customers think highly of our product and can take the time to review and rate it. The confidence that our customers have in us is a clear sign that we are doing it right and today we reveal some of the highlights of our company and how we got up to here.

Our Advanced Line of Products

Windward is designed with a drive to provide quality document automation solutions for a wide range of platforms. We strive to be the best and ensure we get there by constantly improving and expanding the product line so that our customers are convinced that the features and quality of Windward are superior to the rest and better than the one before.

In the last few years, we have ensured our clients can take advantage of Windward’s reporting power in an extensive range of programs including Salesforce, SharePoint, MS Dynamics among myriad others.

No wonder, Genesis (our client) who runs the HR department for a reputable firm says: “We no longer rely on our IT department to get the job done. The best part about Windward is it quickly integrated into our MS Word and Excel platforms. So we literally skipped the learning curve to learn the software and straightaway went ahead with creating document templates in minutes!”

We Think of the End-user

While developing products, we bear in mind the fact that the end-user needs to be comfortable using it and it should make their reporting process simple and quick. So, while Windward will be performing complex functions on the backend, that is no reason to make it complicated.

We simplify every process that the end-user will be involved in so that just about anyone within the organization is able to generate a document within a few seconds. Our customers have commented about how easy their work has been made ever since they adopted Windward for automation of their documents. Our software integrates with already existing programs that the user is well-familiar with like Word and Excel. So they do not have to learn how to use a new program.

Ruby S, one of our esteemed clients from the real estate industry says: “Low-bar learning. Good videos online, webinars, excellent customer service, and training are the strongest features. They listen to requests for changes in a meaningful way. Of all the template programs I researched, this one is by far the best when looking for assistance with Microsoft Word and Excel template building.”

Great Customer Support

Our active support center ensures complete customer satisfaction, we have round the clock support to cater to every need of the customer. This makes it easier to deal with any challenge that our clients may encounter since we are just a chat or call away and we understand the problem before offering a solution.

Here’s what another client has to say on G2: “Windward is a small company but they have been excellent at customer support.”

Reviews and Ratings — Testimony to Our Tried and Tested Product

When all is said and done, our G2 accolade is a result of appreciative reviews and ratings from our customers. It is a vote of confidence and appreciation from companies of all sizes that have used Windward and taken their valuable time to give honest reviews about how it has changed the process of document creation within their organization.

“As a large legal firm, we are constantly involved in printing and sending documents to our clients and Windward has proven to be the perfect automation solution, it has saved us time and money, not to mention the consistency it enables in all our documents,” says another customer.


Windward is designed for every organization, big or small. It enables error-free efficiency in your document generation process. The time and money saved can be put to effective use in other areas of the organization. We remain grateful to our clients for the vote of confidence and trust in us. We are elated!

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.

SQL Select Debugger

SQL Select  Debugger

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

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"

Rename a Datasource

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

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

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

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).

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

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.

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.

Tags are Color Coded

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

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.

Advanced Image Properties

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

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

Version 13 New Data Sources

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

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.

Genesis Abel

Written by:_
Genesis Abel
Windward © 2020 All Rights Reserved.


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