How It Works

Smart documents are created with conditional logic functionality and connected data sources. Data connected templates create personalized output tailored for your recipients.

Give Windward a Try

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 with the best Word document generator.

STEP 2

Generate the Document

Pass the template, datasource(s) and output destination to the engine.
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.
Distribute the generated document via your application.

Lots more love for Windward.

Now we can streamline documentation in real-time. It's easy and more importantly we can customize each piece of work by our preference and choice!

All customer reviews

What is Document Automation?

Read our Overview

Sign-up to Start Automating Documents Now
with Windward

Get Started Today