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The Windward Designer Tool

Visually stunning, quick and easy template design.
The designer is the key component of all Windward solutions and it is where your employees will spend most of their time - day after day, month after month, year after year. This is the primary cost of a document automation system. With Windward you will design templates in 1/10th the time required in other solutions.
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Work in programs you already know for stunning designs like you’ve never seen.

The designer acts as a plug-in for Microsoft Office making the creation of templates quick & easy.
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Fast & Scalable 'Smart' Document' Functionality

Easily determine what to include or exclude based on user-defined business logic and variables with connection capabilities to all major datasources.
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Easily Query Complex Data

By building business logic sequences and with simplified access via the Query Wizards, business users can incorporate any data from their datasources.
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Eye-Catching Template Design

Thanks to easily customizable layouts, drag-and-drop formatting, and styling right inside Microsoft Office, designers and business users alike can create templates for a variety of reports and documents.
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Create Custom Documents with the Right Visuals. Every Time.

It's certainly disappointing spending countless hours designing a template only to have the final results fall short of expectations. Windward offers free-form design control with our Designer, so stop accepting mediocre results and create your templates exactly the way you envision them. The only limit is your imagination!

The best part? You design templates in the tools you already know and love like Microsoft Word or Excel and export them in more universal formats like DOCX, XLSX, PPTX, HTML, PDF, and more.

Connect Your Data with the Click of a Button. It’s That Easy.

Whether you use SQL, JSON, XML, or another datasource, we make it easy to pair your data with design with our easy-to-use Connection Editor. With no hidden implementation costs, it's a breeze to set up and start using Windward immediately. When you're ready to publish, select any of these popular output formats to generate perfect results.

Check out our native datasource connections and product compatibility.

Connect Multiple Datasources at Once

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Lightning Fast Output

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A Feature Set that Leads the Industry and Nobody Can Touch.

Compared to alternative solutions, Windward provides superior results and an unmatched user experience. Don’t take our word for it—our industry-leading product features bring our customers back year after year, with a 95% customer retention rate.

User-Friendly Template Design Interface

  • Rest easy knowing that Windward Designer is low-code/no-code—you don't need to be a developer to use our solution because you design and edit templates within an already-familiar platform: Microsoft Office (Word, Excel, & PowerPoint).
  • Enjoy complete control in designing your templates. Incorporate the exact design elements you want: custom pages, graphics, fonts colors, rotation, spacing, and effects.
  • If you can imagine it in Office, you can design it in Windward.
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Computer designer capabilities

Smart Document Flexibility

  • Powerful in-line data tags (forEach, if, switch, out, chart, and more) insert conditional logic to customize output to meet your specific document needs.
  • Unlimited user-defined variables and interactivity options (link, sort, filter, pivot, and more) offer various levels of complexity to match the needs of your business.
  • Organize and better manage data with datasource/field viewer and data tag viewer.
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Seamless Data Integration

  • Connect to all datasources from the Designer environment, intermix data from different sources quickly and conveniently, and easily integrate Windward into your business solution portfolio.
  • Automate and scale your document generation process with reusable user-defined elements and data connections (PODs).
  • Create data queries easily within our Data Wizards using simple drag-and-drop actions.
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Scalable Documents

  • Import templates as sub-templates and enjoy unlimited template re-usability. Tags in imported templates are processed.
  • Trust the quality of your documents with our error validation and verification alerts and tools.
  • Version control and document editing are easy to manage with Microsoft Office's track changes, comments, password protection, and document element locking.
  • Customize your documents with third-party app add-ins, such as digital signatures, QR codes, maps, and more.

What people are saying about the Windward Designer

The ability to format documents in a tool as familiar as Word is enormously valuable. It empowers non-technical users to take part in the design process without having to learn the technical components.
All customer reviews

Windward Designer is included with Windward Core.

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