MS Dynamics Customer Engagement Teams Choose Windward Hub

Quickly output beautifully designed, error-free documents in your customer engagement platform in just a few clicks.

Empower your teams to quickly generate consistent, professional-looking documents by engaging Windward Hub. Create customized quotes, invoices, contracts, proposals, and more automatically. The no-code technology makes it possible for anyone to login and get started right now.

The Best Visuals with the Right Data – Swiftly and Easily

Generate. Send. Feel great about it.
Agreements
Proposals
Invoices

There is no limit to the documents you wish to generate within the Dynamics Customer Engagement platform, Windward Designer provides you with limitless design ability for your teams to swiftly create reports and other documents. Its adaptability and responsiveness are simply unmatched in the industry. You can have templates ready in minutes. The combination of Windward Designer and Hub makes the impossible a breeze!

Streamlines Production, Expands Collaboration

Say goodbye to the mundane process of copying and pasting the same data into documents every day. Windward Hub integrates with Dynamics Customer Engagement to instantly populate quotes, invoices, and more in just a few clicks. The use of templates allows teams to quickly generate quality documents and focus their time and effort towards crucial business growth processes.

Engage Document Workflow That Works

Lighten your team’s load with simplified document generation and delivery right within MS Dynamics. Let them achieve perfection in every automated proposal, contract and other documents that they produce on a daily basis.

Windward Hub Makes It Fast, Easy, and a Joy to Use

Windward Designer doesn’t require any new skills or software to get started. Simply integrate with your favorite Microsoft Office and use the same tools you have always used and never worry about writing a single line of code. You can swiftly sail through the formatting, layout, inserting tables and more to design customized document templates without breaking a sweat.

Save Time for Every Quote and Contract

Get on-demand documents quickly generated with up-to-date information. There is no restriction on what fields you choose to include. Override the default fields and quickly customize documents in a snap. The free flow of data between Dynamics Customer Engagement and Windward Hub will enable faster response to requests for business documents in just minutes.

Your Hub for Closing Deals - Reach Your Best Productivity Level Right Today

Windward Hub will impress you with its automatic template population using powerful data sync features that accurately enter every detail including pricing, account name, start/end dates and more at the click of a button — data-entry errors are now a thing of the past.

Streamlines Production, Expands Collaboration

Say goodbye to the mundane process of copying and pasting the same data into documents every day. Windward Hub integrates with Dynamics Customer Engagement to instantly populate quotes, invoices, and more in just a few clicks. The use of templates allows teams to quickly generate quality documents and focus their time and effort towards crucial business growth processes.

Engage Document Workflow That Works

Lighten your team’s load with simplified document generation and delivery right within MS Dynamics. Let them achieve perfection in every automated proposal, contract and other documents that they produce on a daily basis.

Stop Document Creation from Scratch and Start Closing Deals Faster

Windward Hub Integrates with Customer Engagement platform to give you a head start with absolutely code-free document creation within a familiar environment. With ready-to-use templates you don’t have to create documents from scratch every time.

Streamlines Production, Expands Collaboration

Say goodbye to the mundane process of copying and pasting the same data into documents every day. Windward Hub integrates with Dynamics Customer Engagement to instantly populate quotes, invoices, and more in just a few clicks. The use of templates allows teams to quickly generate quality documents and focus their time and effort towards crucial business growth processes.

Engage Document Workflow That Works

Lighten your team’s load with simplified document generation and delivery right within MS Dynamics. Let them achieve perfection in every automated proposal, contract and other documents that they produce on a daily basis.

Stop Document Creation from Scratch and Start Closing Deals Faster

Windward Hub Integrates with Customer Engagement platform to give you a head start with absolutely code-free document creation within a familiar environment. With ready-to-use templates you don’t have to create documents from scratch every time.

Windward Hub Makes It Fast, Easy, and a Joy to Use

Windward Hub Makes It Fast, Easy, and a Joy to Use

Windward Designer doesn’t require any new skills or software to get started. Simply integrate with your favorite Microsoft Office and use the same tools you have always used and never worry about writing a single line of code. You can swiftly sail through the formatting, layout, inserting tables and more to design customized document templates without breaking a sweat.

Save Time for Every Quote and Contract

Get on-demand documents quickly generated with up-to-date information. There is no restriction on what fields you choose to include. Override the default fields and quickly customize documents in a snap. The free flow of data between Dynamics Customer Engagement and Windward Hub will enable faster response to requests for business documents in just minutes.

Your Hub for Closing Deals - Reach Your Best Productivity Level Right Today

Windward Hub will impress you with its automatic template population using powerful data sync features that accurately enter every detail including pricing, account name, start/end dates and more at the click of a button — data-entry errors are now a thing of the past.

Windward Hub Love.

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“At least 5 times faster!”
The easy to use tools and overall lack of code needed make the process of creating documents faster than ever.
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“Crazy time-saving tags!”
Using tags like forEach, if, switch, out, chart, and many others you can insert conditions that let you quickly dial in and dial up all your docs.
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“Wicked query wizards! “
Providing simple access to complex data, the wizards work their magic so you can incorporate data from any source.

Lots more love for Windward.

The fact that design is in word, Excel and PowerPoint it allows me to use any of my resources to design the document template directly from the users documents. Adding tags to pull data from any data source is also very easy to learn.

The fact that design is in word, Excel and PowerPoint it allows me to use any of my resources to design the document template directly from the users documents. Adding tags to pull data from any data source is also very easy to learn.

All customer reviews

Yes! I want Windward Hub + Dynamics Customer Engagement

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