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The Customers Are Right: Windward Users Love Us

“…with Windward we can create some really sexy reports that are visually pleasing for the viewer.” Steve Zacharidis, InfoComp
Badge from Featured Customers for Windward: Top Performer Winter 2019.

Partnering with reputable companies with great customer communication is extremely important in today’s competitive software market.  That’s why we here at Windward Studios believe that amazing service and support should be an integral part of every interaction we have with our customers.  From Sales to Support, we work to offer great support starting from your free trial, all the way to offering development support for your most high-level projects.

Windward has produced top-notch Document Automation Software (DocAuto) for well over a decade.  Our years of expertise mean we’ve practically defined best practices for the entire DocAuto industry.  And our customer retention rate is >95%, so obviously we’re doing something right.

Why do our customers love Windward so much?  Let’s hear from them directly:

Windward Provides Unmatched Support

Windward’s Support Team has a lightning-fast response rate and a wealth of resources for you to get started.  You can sign up for one of our webinars, or visit our documentation wiki for self-guided learning.  Whatever technical challenges you’re facing, Windward always has your back.

“Whenever I have an issue, I submit it to technical support and they always answer within the same day, mostly within a couple of hours.  Usually, the problem is solved that same day.” Juriaan Kloek, BearingPoint Carribean
Badge from IT Central Station for Windward: #1 Document Generation Tools.

Windward Makes Reporting Easy for Non-Programmers

How good can software be if its key users just can’t use it?  Here at Windward we pride ourselves on developing reporting and document generation software that is easy for non-programmers to use: saving your developers time and saving your execs money.

“The key for us is allowing our non-developers - those who understand and know the content - to create reports.  It makes the process of report building so much simpler.” John Humphrey, July Business Services

Just how easy is Windward to use?  Well, our Designer is simply an add-in to Microsoft Office: Word, Excel, and PowerPoint.  Our customers don’t need to learn a whole new program to start designing brilliant templates.

“This is the best feature that I’ve come across.  There is very little programming.  You can have nontechnical people create reports.  …If you know how to use Office, then you know how to maintain, format, and edit a report.  …We don’t have to rely on IT anymore to make modifications to reports.”  Hit Mistry, PSC Group
Badge from G2 Crowd for Windward: Leader Winter 2020

Windward Makes Your Customers Happy, and You $$$

With our System Integrators partnership, you can team up with Windward to integrate our software into your application.  Rather than build a document automation solution from scratch, you can utilize our already-proven solution and delight your customers with our powerful data capabilities and smart document logic.

“…we’ve been able to save our clients between 20 and 40 percent of their time in developing these documents.  They’re able to build them once, make the modifications they need to, if they have to, and they’re consistent.  It’s been a really positive experience for them.”  Mike Horrocks, Baker Hill

Windward: Document Automation Done Right

Whenever you’re evaluating a new document automation tool, it’s best to read reviews and use cases from others in your industry.  So take a moment to peruse our reviews.  Our customers have such nice things to say, and we greatly value their input—so much so that we accept requests for new features!

Windward is awesome, but don’t take our word for it:

“Everyone from the CEO, down to folks in finance, to their technical support people, are A-number-one, top-notch professionals.  They are extremely supportive of their product.  They stand by their product and their product is excellent.  That’s what everybody needs to know.  This is a great solution.  If you work with documents, you need to be working with Windward.”  Valarie King-Bailey, OnShore Technology Group

Thank you—we couldn’t have said it better ourselves.

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.

Written by:_
Cassie Hottenstein


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