Windward Reporting and Document Automation Reviews & Pricing

Key Features

• Conditional Logic Tool: With the Windward’s smart document logic, users can configure reports to suit the needs of various stakeholders across your business. This makes it easy to decide which data to include and what to leave out based on predefined variables. 
• PODS: With this feature, users can select a section of content within their template and save it as a POD. The content can be a single character up to multiple pages and includes any charts, tables, bitmaps, etc. within the selection.  
• Tags: Tags from imported templates are processed just as if it was inserted normally. Additionally, all tags with an explicit start and end location contain a great deal of flexibility when it comes to placement. For instance, a tag might start within a table and could end on a separate page.
• Simple Data Integration: Windward’s integration capabilities streamline the report generation process by allowing users to automatically import data from multiple data sources. Users can make data connections quickly and easily using the drag-and-drop feature. 
• Easy-to-Use Interface: This solution eliminates many of the barriers to traditional report creation. Users do not have to be developers, nor do they need extensive training. Windward embeds with Microsoft Office, so if you already use that system, your users are ready to go. 
• Error Validation: The solution offers a series of tools to help users avoid error while generating reports, including verification alerts. Users can also manage version control via Microsoft Office’s built-in document editing tools, such as comments, element locking and password protection. 
• Template Customization: Generate previous reports with updated information using reusable templates and sub-templates. Make them unique by connecting with third-party add-ons for features like esignatures, QR codes and maps. 

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