We use Windward locally to build templates. We also use the tool internally to build the templates, and then those templates get published to their cloud solution. We automate internal document creation. We have several Word documents that we would like to create, and in the context of the document, it is pretty consistent every time we create it. There are many variables inside the document changes, and those variables live inside a database. We are able to query the database to look for those specific data points based on the report parameters that we pass in. We can automate the creation of different documents based on the data that we can pass in.
I use it to generate documents the sales team needs to send to prospects and then to customers, where the documents can be built from data in Salesforce. All of our reoccurring documents now pop out in seconds. With Microsoft Word (it does Excel and PowerPoint too) as the template designer, we can create documents with exactly the formatting and layout we want. And with all of our business logic directly in the template, the full automation is right there. Windward (actually Office) makes it so simple to change layouts, effects, colors, and more. The smart document logic puts our business logic right in the template. This functionality allows us to incorporate data based on our business rules placed directly into the template. Because templates are created in Office, our users already know how to use the system. Because of this, most template design work is now done by business users. This also means when someone needs a new template, they can build it immediately – no more waiting. I also love that there’s no longer any code. It's not a low amount of code, it's no code.
We use Windward locally to build templates. We also use the tool internally to build the templates, and then those templates get published to their cloud solution. We automate internal document creation. We have several Word documents that we would like to create, and in the context of the document, it is pretty consistent every time we create it. There are many variables inside the document changes, and those variables live inside a database. We are able to query the database to look for those specific data points based on the report parameters that we pass in. We can automate the creation of different documents based on the data that we can pass in.
I use it to generate documents the sales team needs to send to prospects and then to customers, where the documents can be built from data in Salesforce. All of our reoccurring documents now pop out in seconds. With Microsoft Word (it does Excel and PowerPoint too) as the template designer, we can create documents with exactly the formatting and layout we want. And with all of our business logic directly in the template, the full automation is right there. Windward (actually Office) makes it so simple to change layouts, effects, colors, and more. The smart document logic puts our business logic right in the template. This functionality allows us to incorporate data based on our business rules placed directly into the template. Because templates are created in Office, our users already know how to use the system. Because of this, most template design work is now done by business users. This also means when someone needs a new template, they can build it immediately – no more waiting. I also love that there’s no longer any code. It's not a low amount of code, it's no code.