Windward Hub for HubSpot

Now, spend more time selling and growing your business with the best CRM document automation software.
Create and send your sales documents inside HubSpot CRM in one click — generate contracts, proposals, quotes, and more in minutes. You can now access Windward Hub right within HubSpot CRM to automate your documents.

The right visuals with the right data—quickly & easily.

Create it. Deliver it. Feel awesome about it.
Whatever sales document you look to create within your HubSpot CRM, Windward Hub can help your team do it. By far the most adaptable tool for creating templates just the way you want. Fuse Windward Designer with Windward Hub (it comes by default) and you get powerhouse performance that will exceed your expectations.
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Not Low Code/No Code, simply No Code
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Merge templates with data from your HubSpot CRM
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Versioning, scheduled delivery, batch output, routing, and a lot more
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SaaS solution means you are up and running in minutes
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Native integration with your HubSpot CRM application
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Generate documents in DOCX, XLSX, PPTX, PDF, HTML, and many many more formats
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Complete document automation for all your requirements from a single location
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Windward Designer brings you all the format and layout of MS Office

The power of two solutions in one.

All your document automation is in one place for easy management and use across your entire document automation process.
Boost the ROI of HubSpot CRM by adding document automation capabilities as an integral part of HubSpot.

Create any sales document within HubSpot

Create and edit documents from a contact, a company record, or a deal in HubSpot. Start creating a template in Windward Designer, upload an existing template, or create your sales proposal from scratch right within your HubSpot account.

Save time with templates

Create sales-related documents with existing templates and save considerable time using features like drag & drop, select wizards, tags, and more. So creating custom quotes, contracts, and proposals in HubSpot are now point-and-click easy.

Windward makes it quick, easy, and cost efficient.

The Windward Designer plugs directly into Microsoft Office (Word, Excel, and PowerPoint) enabling you to leverage Microsoft Office’s extensive formatting and layout capabilities with no coding. Formatting and inserting data and conditional logic becomes quick and easy actions performed in Microsoft Office, which you probably already have so there’s no additional purchase necessary, saving you both time and money.

Merge important data right into your sales documents

Auto-populate new documents with crucial data consisting of prospects’ contact information and company name among others. The information in custom and standard HubSpot fields are included automatically. Windward Hub can also auto-fill the list of document recipients from the deal records. Your sales teams can just give it one quick check and you’re just a click away to send out your customized proposal.

Get started Now, No coding required

It is quick and simple to connect HubSpot and Windward Hub. Once the integration is done, all you need to do is create or add templates, and you’re good to go. Generate and manage your documents from your favorite HubSpot CRM interface right today.

Windward Hub Love.

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"We love the ability to design templates within Microsoft Office, because of how simple it is."
— Mike Horrocks, VP of Product Management at Baker Hill
You won't need training, because you design and edit templates within an already-familiar platform: Microsoft Office.
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"It allows us to create multiple documents in rapid fashion saving both time and money."
— Valerie King Bailey, CEO at OTG
Using tags like forEach, if, switch, out, chart, and many others you can insert conditions that let you quickly dial in and dial up all your docs.
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“We saw an increase of 70% efficiency as a result of leveraging Windward versus the old platform.“
— Hit Mistry, VP at PSC Group, LLC
With Windward you will design templates in 1/10th the time required in other solutions.
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