Standalone Features
Hub Standard Subscription
The Standard Subscription offers document automation capabilities provided out-of-the-box in Hub. No 3rd party app integrations are needed to start automating your documents!
Output Scheduling
The Standard Subscription provides output scheduling capabilities. This will include:
- Scheduling a one-time Job (package template) for output at a later date
- Scheduling jobs for reoccurring output
Email Delivery
Both the Salesforce and Standard subscriptions have the added output delivery method of sending output as an attachment in an email.
Template Versioning
You can manage and update your templates within Hub. Users can see different versions when when a template has been updated.
Jobs
Jobs allow users to output and deliver multiple files together. Users can select a Job and run from inside Hub.
SaaS
Windward Hub is a complete document automation solution accessible in your internet browser. Get fully set up and start creating your first template in under 5 minutes.
Salesforce Integration Features
Salesforce Connectivity
This subscription for Windward Hub enables Salesforce users to leverage Windward Hub document automation from inside the Salesforce portal. Users can integrate Hub with Salesforce via a connected app.
Native Output in Salesforce
Setup a custom button in Salesforce that makes your automated documents just a click away.
Data Automatically Merged from Salesforce
When using the custom “Generate Reports” button in Salesforce, all the data from the current Salesforce page will be automatically merged into your output documents.
Email Delivery
Both the Salesforce and Standard subscriptions have the added output delivery method of sending output as an attachment in an email.
SaaS
Windward Hub is a complete document automation solution accessible in your internet browser. Get fully setup document automation in less than 5 minutes, just the time it takes to register your organization.
