Document automation (or Document Generation) are dynamic documents, created with conditional logic functionality and connected data sources. Data connected templates create personalized output tailored for your recipients.
Watch a quick video overview
How Windward Solutions Works
Design Your Smart Documents
Design your template within Microsoft Office (Word, Excel, or PowerPoint), with all of its layout and formatting capabilities.
Connect one or multiple datasources to your DOCX, XLSX, or PPTX template.
Use tags & conditional logic to customize your content inline, creating a smart document.
Generate the Document
Windward Core - Pass the template, datasource(s) and output destination to the engine.
Windward Hub - Request or schedule the template, datasource(s) and output destination.
Watch Windward merge your template with your data to create the requested document.
Deliver Your Output
Generate your document/report to a wide variety of output formats: DOCX, XLSX, PPTX, PDF, HTML, and many more.
Windward Core - distribute the generated document via your application.
Windward Hub - Windward delivers the generated document as you specified, as a saved file and/or emailed to the selected recipients.