Core Features
Hub Features

Standard Subscription 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 Subscription 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.

Designer Features

Support for DOCX Templates

Windward Hub supports the use of Windward DOCX templates created in our Windward Designer add-in for Microsoft Office.

No-Code Query Wizards

Hub continues Windward’s no-code/low-code legacy. Our Query Wizard helps you write complex queries by selecting what you want from the metadata tree by clicking it. By walking the user through crafting their query, we make it easy for a business user to write their own queries easily, quickly, and with no need for a developer.

Multiple Datasources

Windward enables you to build a document by applying multiple datasources to the template simultaneously.  When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources.

Download the free trial or contact us

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Contact our friendly Sales Team at success@windward.net or call 1-303-499-2544.
We can’t wait to help you with your document automation needs!

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