How Windward Solutions Works

Graphic of an example template with MS Word icon.

Step 1

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.

Step 2

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.
Graphic showing how our engine works: gears pointing at different data-points on the example template.
Graphic showing the different outputs we support: PDF, Excel, Word, PowerPoint, & HTML.

Step 3

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.

Next Steps: