Generating the same document over and over again by hand is a slow, painful, error-prone process. Automating the document production process, for any repeatedly created document, makes this a wonderful tool for users. We are repeatedly told by our customers, once they get the system in place that they should have done this years earlier.
And now with cloud based document production solutions, there’s no reason to wait.
So what exactly do you gain from an automated document production software. Here’s some (not all!) of the major advantages:
In most cases, once a template is designed, creating required documents requires clicking a button. That’s it. And you then get it with all data filled in correctly. And the layout & format is the company standard.
Even the most meticulous person makes mistakes at time. Once it’s automated, if the data is correct, the generated document(s) are correct. Down to the last little detail. This saves a lot of time because errors tend to require clarification, correction, lots of time pulling in different individuals.
Yes, you save real costs because it reduces the time & resources involved in creating documents by hand. Generally even larger is the savings in opportunity costs. Do you want a salesperson involved in generating documents around a proposal or sale? Or do you want them clicking a button and then selling another prospect?
Employees no longer need to manage an inventory of hundreds (sometimes thousands) of documents with all the sections needed to create required documents. Instead it’s just push the appropriate button to generate the desired document(s).
Create templates that match company compliance requirements, reducing potential inaccuracies that expose your company to risk. At the same time keeping consistent branding, layout, & formatting in the template and the generated documents will also match the company branding.
Implementing document automation enables you to save time and use your resources more wisely, so employees can focus on higher value tasks, knowing that their documents are taking care of themselves. Ensured consistency with business logic and accurate data means that your company can deploy your documents confidently.
Automating document creation and processes will have a brilliant effect for your company. With automation, you can use fewer resources to generate documents quickly, and be 100% confident in output accuracy.
No solution, not even ours, is the best for all situations. We suggest you start with A Guide to Evaluating Document Automation Systems. And then you can review the advantages of the different solutions.
Of course, if you would like to talk to one of our sales project managers or download our trial, we are happy to help you evaluate our solution.
If you've just discovered us, we're excited. Know more about Windward and get your 14-day free trial and start creating documents in quick time with our low/no code solutions.
Adds various capabilities such as inequalities,descending sort, joins, and other functions.
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SQL Select Debugger
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Added a Query tab as a field for typing or pasting in a select statement
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All tags using that Data source will be automatically updated with that name.
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New single interface to replace 2 separate dialog boxes
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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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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 30-day free trial and start creating documents in quick time with our low/no code solutions.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
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.
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Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
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Tags are color coded in the template by type, making it easy to visually identify them.
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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.
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Documents can include advanced Word image properties such as shadows, borders, and styles.
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Windward has updated HTML output to reflect changing HTML standards.
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Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
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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.
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.
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. 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. This gives you the ability to set the text in a shape from your data.
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.
You can place tags in pretty much any part of a template, including in footnotes & endnotes.
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.
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.
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.
