Windward Solo
Windward Solo is document generation software that allows users to easily merge data with Microsoft Office documents to create customized reports, invoices, letters, and more. It has a user-friendly interface for designing templates and connecting to data sources.
document-generation
reporting
invoices
letters
templates
microsoft-office-integration
Windward Solo: Document Generation Software
Windward Solo is document generation software that allows users to easily merge data with Microsoft Office documents to create customized reports, invoices, letters, and more. It has a user-friendly interface for designing templates and connecting to data sources.
What is Windward Solo?
Windward Solo is document generation and reporting software designed for small businesses and individuals. It provides an intuitive way for users to merge data from various sources such as SQL databases, Excel files, Salesforce, and more into Microsoft Word, Excel, PowerPoint documents to quickly create customized reports, invoices, forms, letters, and other business documents.
Some key features of Windward Solo include:
- Drag-and-drop template designer for easily creating templates in Microsoft Office using Word, Excel, and PowerPoint.
- Connectivity to a wide variety of data sources including databases, CSV files, JSON, Salesforce, and more.
- Dynamic formatting support for charts, images, tables, and more based on data values.
- Scheduling and automation capabilities for generating and emailing reports on a recurring basis.
- Collaboration features for securely sharing templates with other Solo users.
- Intuitive wizards for quickly connecting data sources and designing templates.
- Support for one-click PDF conversion and distribution.
Windward Solo allows small businesses, consultants, and other solo users to save significant time in creating customized business documents and reports compared to manual processes. Its user-friendly interface makes it easy for non-developers to leverage the power of document generation and automation. Solo editions start at $395 for an annual subscription.
Windward Solo Features
Features
- Drag-and-drop document designer
- Connects to XML, JSON, databases, Excel, Salesforce
- Generates PDF, DOCX, PPTX, HTML, RTF, XLSX
- Mail merge and reporting
- Barcodes and charts
Pricing
- One-time purchase
Pros
User-friendly interface
Works with Microsoft Office
Connects to many data sources
Generates output in multiple formats
Cons
Limited to solo usage (no collaboration)
Less functionality than full Windward Studio
Must purchase additional fonts
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