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Salesforce Document Generation - Manage Your Business Better with Windward

Salesforce document generation with Windward is quick and effortless - May the Reporting Force be with you!

Salesforce is pretty complete and this is reflected in the statistics of increasing Salesforce users over the years. It is one of the best solutions that can be used in all business processes but one. Salesforce is primarily CRM software, so report generation is not really discussed and emphasized.

And, every business organization or industry knows that periodic reports are essential so they can monitor the progress of their projects and their operations as a whole.

The Answer — Windward

While it is not virtually possible for one to generate a report or document inside Salesforce, there is a way to integrate our solution into it to upgrade its features. Meet Windward, the best Salesforce document generation tools available on the market today and visualize data like never before.

Salesforce, just like other CRM and CPQ software applications, has their own database. Windward’s document generation software is compatible with literally every single database that's existing. This means that Windward is fully compatible with Salesforce too to boost its reporting capabilities and there are many use cases to implement it like automating contracts and more.

So, how does it work? It is fairly simple!

You can integrate Windward into Salesforce application following the instructions in the documentation and that’s pretty much it! When it is successful, Windward will have a spot inside Salesforce. This means that you can just use it and export your data from Salesforce and start creating flawless reports.

Connect to Salesforce as Your Datasource with Windward

The capabilities of Windward does not stop at gathering data. Windward understands that document generation Salesforce need to be comprehensive and intuitive. This is why our tool can also be integrated into the most familiar template designer and layout tool – MS Office.

Every business would most likely have someone in their organization who is a master of Microsoft Office. MS Office apps are really powerful. It has a lot of features that can be used to layout reports and documents in many formats.

With Windward, MS Office can become even more powerful when you use it for creating reports in Salesforce and generate documents. Take advantage of these features to add amazing visual elements to your reports to make it more understandable and informative. And because it is MS Office, there is no limit to your designs and layouts!

Here are a few more benefits that you can get when you integrate Windward in both Salesforce and MS Office applications.

  • Windward is fully compatible with any data source. So, you do not have to worry if it is compatible with Salesforce or not. Whatever database Salesforce has, Windward has the solution.
  • You can discover more advanced features of MS Office you never knew existed when creating your reports. And, you can apply these features to your reports to make it look even more elegant and professional.
  • Gathering data is not just limited to one Salesforce database. In fact,you can pull data from different Salesforce accounts and even from other CRM software programs that use JSON or XML that you maintain and combine everything in a single report!
  • The output of your reports can be in globally-accepted formats such as DOCX, XLSX, PPTX, and PDF.Moreover, you can even export it into a Print-ready format to easily print hard copies for your upcoming meetings.

About Windward - #1 Salesforce CRM Document Generation Software

For more than a decade, Windward has seamlessly provided businesses with the right solutions when it comes to the generation of reports and documents. Every growing business maintains CRM and they know that it is extremely important to be updated with reports from the existing data so they can monitor their progress in real time and Windward is here to assist you.

Document Automation for high-volume output and a familiar user-friendly design environment

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Call us with questions at 1.303.499.2544