Thousands of businesses are using template automation to turn frequently used documents into smart templates that can be reused to create customized copies of the same document in bulk. The process is user friendly because there is hardly any need to have coding skills after all the document automation software will guide you through the process using straight forward queries to create rules that will be followed when creating documents.
Templates save you from having to enter the same information into several documents from scratch. And, our product gives you total visibility right in templates unlike a file library that involves several steps.
For example, a company invoice has about 50% of the data repeated. Creating one invoice and then using that invoice to design a template makes the process faster and saves you from getting bored and making errors if you had to do it manually. And the best part about our Designer is it fits right into your favorite MS Office Suite to design and create templates right there in Word, Excel, or PowerPoint.
With advanced template formatting available in our Designer along with other features that includes automatic updates, embedding objects, conditional logic, drag & drop, and no-coding even business users can create and design templates like a pro developer.
Once you have created a template, you can be sure that the documents generated will be consistent whether you're in the insurance, pharma research or any other industry. Document automation depends on templates to repeatedly produce documents. The templates however need to be stored in a place that is easy to access. That brings in another process involved in dealing with templates.
The management of templates is part of the automation process as it ensures the system retrieves the right template. It would be frustrating if you had to spend time searching for the right template every time you want to create a document. Once your template is ready you can populate it with dynamic data by connecting to a source or use other sub-templates to fill in the relevant information even if you're a business user.
If you've just discovered us, we're excited. Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.