List of Best Document Generation Software
Best document generation software includes Visual Paradigm, PandaDoc, SpringCM Document Management, DocPath, and HotDocs. This document generation system allows you to automatically create digital documents using custom templates and branding and pull data from various CRM systems using pre-defined rules.
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List of 25 Best Document Generation Software
Contenders | 2025
Edit and e-sign documents online, on any device
Product Description
pdfFiller, an all-in-one cloud-based software for businesses and individuals, comes with a 30-day free trial, after which you can upgrade to paid plans that suit your needs. Read More About pdfFiller
pdfFiller Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Annotate Pdf
- Esign Pdf
- Mobile App
- Edit Pdf
- Compress Pdf
- Convert Pdf
- Split Pdf
- Fillable Forms
- View all Features
pdfFiller Features and Usability-Based User Satisfaction Score
Contenders | 2025
One of The Best Document Creation Software
Product Description
Visual Paradigm is a minimalistic document generation tool. It comes with almost 3000+built in templates and one can even add to this list. It creates files in PDF, HTML and MS Word format. Read More About Visual Paradigm
Visual Paradigm Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Presentation Mode
- Customizable Templates
- Integration With Other Tools
- Version Control
- Responsive Design
- Pre Built Ui Components
- Mockup To Code
- Asset Management
- View all Features
Modeler
$ 6
Per Month
Standard
$ 19
Per Month
Professional
$ 35
Per Month
Enterprise
$ 89
Per Month
Visual Paradigm Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
"PandaDoc is powerful yet brilliantly simple. You can also merge CRM data right into your documents using this software. It helps you collaborate better as anybody can comment on the document." Read More About PandaDoc
PandaDoc Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Custom Branding
- Document Analytics
- Collaboration Tools
- Electronic Signatures
- Notifications
- Document Creation
- Mobile Access
- Document Storage
- View all Features
Essentials
$ 35
Per Month
Business
$ 65
Per Month
PandaDoc Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
SpringCM is one of the most powerful document generation tools. It is power-packed with built-in templates. One can also collect data from any business platform, merge it, and utilize it. Read More About SpringCM Document Management
SpringCM Document Management Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Notifications And Alerts
- Document Tagging
- Customizable Templates
- Integration With Other Systems
- Collaboration Tools
- Document Capture
- Role Based Permissions
- Workflow Automation
- View all Features
Professional Docs
$ 29
User/Month
Enterprise Docs
$ 79
User/Month
SpringCM Document Management Features and Usability-Based User Satisfaction Score
All in One Document Creation Software
Product Description
DocPath WebDocs Generation provides you with complete confidence in document generation and its distribution using the web. This type of document generation tool offers output in multiple formats like EPL, Matrix, TEC, PCL, etc. Read More About DocPath
DocPath Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customizable Dashboards
- Document Archiving
- Template Management
- Customer Communication Management
- Reporting And Analytics
- Cloud Integration
- User Access Control
- Multi Channel Delivery
- View all Features
Affordable document automation software
Product Description
Xpertdoc can create business documents from enterprise apps, databases, and other files. It has the ability to automate document creation from SugarCRM. It has customers around the world. Read More About Xpertdoc
Xpertdoc Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Real Time Preview
- Template Design
- Approval Workflows
- Reporting And Analytics
- E Signature Integration
- Custom Branding
- Document Storage
- Automated Document Generation
- View all Features
Software by Exari
Product Description
Exari DocGen makes uploading, creating, and generating documents simple. It is one of the document generation tools that has pre-built templates, which make working with Word easy. Logic and styles can be shared within templates. Read More About Exari
Exari Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Version Control
- Contract Negotiation
- Compliance Tracking
- Role Based Access Control
- Obligation Management
- Contract Creation
- Template Management
- Contract Repository
- View all Features
Software by CloudSense
Product Description
CloudSense helps you take Salesforce data to new heights by generating accurate and dynamic documents from it. It has pre-built templates, generation types, and document formats. Read More About CloudSense
CloudSense Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Data Integration
- Collaboration Tools
- Role Based Access Control
- Batch Processing
- Custom Branding
- Mobile Accessibility
- Multi Language Support
- Document Preview
- View all Features
Emergents | 2025
Product Description
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Read More About Docmosis
Docmosis Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Cloud Integration
- Document Conversion
- Error Handling
- Scalability
- Support For Multiple Formats
- Java Api
- On Premises Deployment
- Data Merging
- View all Features
Entry Level Cloud Plan
$ 50
Per Month
Entry Level License
$ 2895
Perpetual
Docmosis Features and Usability-Based User Satisfaction Score
Software by ActiveDocs Limited
Product Description
ActiveDocs Opus is one of the powerful document generation tools that generate custom, error-free documents faster for big organizations. It provides a modular approach to your documents. It has server or cloud options. Read More About ActiveDocs Opus
ActiveDocs Opus Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Batch Processing
- Collaboration Tools
- Audit Trail
- Customizable Output Formats
- Real Time Editing
- Mobile Access
- Template Design
- Customer Support
- View all Features
Category Champions | 2025
Data Powered Document Generation
Product Description
We make document generation and reporting incredibly fast and super easy. Create beautiful, data-driven, smart documents that are exactly what you want. Windward is document generation & reporting the way it should be. Read More About Windward Core - Document Generation Components
Windward Core - Document Generation Components Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Version Control
- Cloud Support
- Charts And Graphs
- Watermarks
- Api Integration
- Localization
- Data Filtering
- Barcodes
- View all Features
Pay-per-Server
$ 496
Per Month
Pay-per-Report
$ 209
Per Month
Windward Core - Document Generation Components Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
EDocGen is a complete package of document generation tools. It can create business documents from apps like Zapier, API, Excel, XML, and so on. It has PDF and Word templates. It is multi-lingual and is used by many companies. Read More About EDocGen
EDocGen Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Storage
- E Signature Integration
- Real Time Document Generation
- Customizable Templates
- Collaboration Tools
- Security And Compliance
- Multi Language Support
- Data Mapping
- View all Features
Basic
$ 19
Per Month
Standard
$ 49
Per Month
Advanced
$ 299
Per Month
EDocGen Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
Adobe Document Cloud is the best document management system provider, offering comprehensive and powerful software to process and manage all your documents in the simplest and most useful way. Using this, you can convert your documents into PDFs. You can share, edit, and do much more... Read More About Adobe Document Cloud
Adobe Document Cloud Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Form Creation
- Document Sharing
- Access Controls
- Ocr (optical Character Recognition)
- Document Scanning
- Pdf Editing
- Batch Processing
- E Signatures
- View all Features
Acrobat Pro DC
$ 14
Per Month
Adobe Document Cloud Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
DealHub helps produce robust documents, reducing creation time. Such document generation tools can be used on any device, namely desktop, mobile, and tablets. It has a number of satisfied customers around the globe. Read More About DealHub
DealHub Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Secure Document Storage
- Version Control
- Multi Language Support
- Automated Notifications
- Conditional Logic
- Document Analytics
- Dynamic Content
- E Signature Integration
- View all Features
Basic
$ 50
User/Month
DealHub Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Docupilot is a user-friendly document generation program used to create accurate, dynamic, and personalized documents. These created documents can be sent to Zapier, email, Dropbox, or DocuSign easily. Read More About Docupilot
Docupilot Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Api Access
- Custom Branding
- Batch Document Generation
- Document Storage
- Version Control
- Customizable Output Formats
- Collaboration Tools
- Email Integration
- View all Features
Free
$ 0
Per Month
Starter
$ 29
Per Month
Docupilot Features and Usability-Based User Satisfaction Score
Software by VisibleThread
Product Description
VisibleThread Docs is a dependable and trustworthy software, ideal for diverse applications. It ensures accuracy and consistency in documentation, enhancing clarity and compliance. Users can rely on its robust features to streamline processes and maintain high standards across various projects. Read More About VisibleThread Docs
VisibleThread Docs Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- User Management
- Export Options
- Clarity Scoring
- Version Control
- Boilerplate Detection
- Template Management
- Reporting And Dashboards
- Integration With Ms Office
- View all Features
Contenders | 2025
Product Description
Chamaileon is an intuitive email design platform offering drag-and-drop functionality, collaborative editing, and responsive templates. It empowers teams to create stunning, professional emails quickly, enhancing productivity and ensuring brand consistency across all communications. Read More About Chamaileon
Chamaileon Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Dynamic Content
- Template Library
- Accessibility Checker
- Drag And Drop Editor
- Export Options
- Team Collaboration
- Custom Html Code
- User Permissions
- View all Features
Chamaileon Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
Quixy is a comprehensive digital transformation platform that empowers business users to quickly build and manage powerful enterprise-grade applications. Automate workflows, enhancing efficiency, transparency, and productivity across operations. Read More About Quixy
Quixy Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Form Builder
- User Management
- Role Based Access Control
- Customizable Workflows
- Audit Trail
- Drag And Drop App Builder
- Reports And Dashboards
- Data Management
- View all Features
Platform
$ 20
Per User/Month, Billed Annually. Starts with minimum 20 users
Solution
$ 0
Contact Quixy Sales
Enterprise
$ 0
Contact Quixy Sales
Quixy Features and Usability-Based User Satisfaction Score
Emergents | 2025
Visitor, Society & Accounting Management System
Product Description
Experience world-class technology that is built to make your community living more convenient and secure. It’s easy to use, available in all local languages, and made for all! Read More About NoBrokerHood
NoBrokerHood Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Resident Directory
- Society Dashboard
- Visitor Management
- Intercom
- Document Repository
- Delivery Management
- Accounts And Billing
- Gate Pass
- View all Features
NoBrokerHood Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
Docs Made Easy is a popular document generation and automation tool designed to work with Salesforce, a widely used customer relationship management (CRM) platform. Docs Made Easy allows users to create and distribute custom documents, reports, and presentations directly. Read More About Docs Made Easy
Docs Made Easy Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Collaboration Tools
- Mobile Access
- Conditional Logic
- Batch Processing
- Api Access
- Document Automation
- Audit Trail
- Multi Format Export
- View all Features
Docs Made Easy Features and Usability-Based User Satisfaction Score
Contenders | 2025
Automate updating of Word and PowerPoint Documents
Product Description
Update Word and PowerPoint documents with content from Excel using robust portable links. Automate customer proposals, recurring financial reports, assessment results, data-intensive contracts, etc. Microsoft Office 365 or Office 2019. Free basic version available. Read More About Excel-to-Word Document Automation
Excel-to-Word Document Automation Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Conditional Formatting
- Watermarking
- Real Time Data Sync
- Logging And Reporting
- Collaboration Tools
- User Friendly Interface
- Batch Processing
- Customizable Templates
- View all Features
Free Forever
$ 0
Forever
Standard
$ 10
User/Month
Pro
$ 30
User/Month
Excel-to-Word Document Automation Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
FileHold is feature-rich yet affordable and is ideal for organizations with 5 to 20 users or more. Check-in/check-out, version control, document workflow, and a full audit trail of every user activity. Desktop and mobile device ready, it can be installed on-premises or in the cloud. Read More About FileHold
FileHold Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Archiving
- Mobile Access
- Email Management
- Collaboration Tools
- Metadata Management
- Integration With Microsoft Office
- Customizable User Interface
- Access Control
- View all Features
FileHold Express for 5 users
$ 1200
Per Year
FileHold Enterprise for 20+ users
$ 20
User/Month
FileHold Features and Usability-Based User Satisfaction Score
Document Management System
Product Description
AppsTec is a flexible content management system, which makes managing your documents easier. Right from capturing data to indexing and retrieving documents, it offers end-to-end document management solutions. Moreover, it helps reduce physical storage space while helping you save on costs and leverage benefits. Read More About AppsTec DMS
AppsTec DMS Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Cloud Storage
- Integration Capabilities
- Access Control
- Reporting And Analytics
- Backup And Recovery
- Collaboration Tools
- Mobile Access
- Search Functionality
- View all Features
AppsTec DMS Features and Usability-Based User Satisfaction Score
Contenders | 2025
Certifier is an end-to-end solution for creating,
Product Description
Certifier is a free online certificate maker that provides you with the ability to design and send certificates to your recipients in minutes! Create, issue, and manage your certificates in one place! Read More About Certifier
Certifier Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Email Notifications
- User Role Management
- Multi Language Support
- Digital Badging
- Automated Exam Scheduling
- Compliance Management
- Customizable Exam Templates
- Certification Tracking
- View all Features
Professional
$ 79
Per Month
Standard
$ 29
Per Month
Premium
$ 199
Per Month
Individual
$ 0
Per Month
Certifier Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
Microsoft Words cloud-based word processing program allows users to create, edit, save, and share documents. In addition to the ability to generate new documents, Microsoft Word allows users to open old files and make changes as needed; this enables numerous users within a business or... Read More About Microsoft Word
Microsoft Word Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Styles
- Shapes And Smartart
- Footnotes And Endnotes
- Page Layout
- Tables
- Image Insertion
- Document Protection
- Track Changes
- View all Features
Microsoft Word
$ 0
Forever
Microsoft 365 Personal
$ 6
Per Month
Microsoft Word Features and Usability-Based User Satisfaction Score
Get Free Expert Advice
What is Document Generation Software?
Document generation tool is software that creates digital papers using unique templates, branding, and predefined rules to collect data from numerous CRM systems. What is it and why is the integration of software so important for any business today?
In layman’s terms, document generation software is a package that takes user inputs to customize the standardized text-based document templates according to the end-user requirement. This basically means that all the text-based documents that have a standard format and content, viz legal documents, trust deeds, mortgage contracts, bank guarantees, medical reports, proposals, forms, etc. can be converted into standard templates using these document generation tools. Further, an important function of these tools is that through the end-user inputs, only for the key fields in all the concerned documents that vary with each user, these standard templates are then customized to suit the end-user requirements.
In more simple words, if a user requires to get a legal contract done with another party, there would be a lot of legal jargon and ornate language involved through the heaps and heaps of pages and content, that are standard across platforms and regions.
Hence, document automation software will take a text-based standard template with common legal jargon, formatting, and standard content. It will then ask the end-user to provide information specific to that particular contract like the names of the parties involved, the date of the contract, and the amount involved, among others. These fields will then be replaced in the main template, giving the end-user a readymade legal agreement within a few moments, that otherwise would have taken a lot of time and effort.
Over and above what is discussed so far, the document generation tools can also be used as tools to create a standard template from any text-based document, alternative word processors, and PDF creators and editors.
Some of the commonly used document generation tools are Templafy, Winward Studios, Foxit PhantomPDF, and Adobe Acrobat among a host of other available software.
Types of Documentation Generation Software
There are various types of documentation builder software, based on the project cycle, which involves planning, build-up, implementation, and closeout. We do know that technical writing is at all easy. However proper and automatic document management software tools can not only ease the process of time-consuming writing but also helps you to tackle various challenges at work. All you need to know is what kind of tool is required for a specific stage during the software development life cycle. As a result, we have compiled a list of tools based on the stage of the project. The categories of documentation builder software according to project stages are:
-
End-User Documentation Builder Software
This category of documentation generation system allows you to complete several types of documents for end-users, which can be in the form of a user guide, a training manual, or others that tend to help readers. For instance, when first using any tool, people generally use free-trial versions that use up a lot of time and resources. Another method is to compile a file using a text editor, coupled with any screen-capturing tool and an image editor. Once done, you save these texts on a Word doc or Google doc. In either case, the whole process is totally manual and takes up valuable time. In such scenarios, you can use an automatic documentation generation system to make the job quicker, easier, and more effective.
-
Requirements Documentation Generation Software
This type of documentation generation system offers you the flexibility to gather and manage various requirements. You start by first compiling tool specifications when you start any new project. And the decision process is often more difficult than the execution methodology. When you fail to gather the correct requirements, your project may be branded as unsuccessful. Efficient documentation generation systems help you to convert your ideas into actionable solutions.
-
Software Architecture Documentation Generation Software
Helping you in writing software architecture, these documentation generation systems outline the primary concepts and principles, which are used by anyone to design architecture. They go a step ahead and also offer clarity on understanding the logic behind any software design. If you do not have accurate and detailed architecture documentation, your project may find no direction. We’ve compiled a list of tools that are typically used to design software architecture documents.
-
API Documentation Creation Software
If you have worked as a developer, you would know how tedious the whole process of technical writing and software documentation is. Hence, we should ensure that these files are compiled in a correct, consistent, and precise manner. As a result, to help developers in their job, API documentation software goes a long way in automating the whole procedure.
-
Database Documentation Creation Software
Almost all successful companies understand the benefits of having a centralized database that allows them access to all stages of the project. It helps you identify those areas of the project that have loopholes or are lagging behind in terms of deadlines and schedules. Database documentation systems automate the entire process and help you to choose risk areas and evaluate your decisions. The appropriate tool will make the whole procedure more accurate, efficient, quick, and error-free.
-
Testing Documentation Creation Software
This type of documentation generation system can be deployed to support the testing efforts in your company. You can get them in small and large versions, as well as in integrated or standalone types and desktop or web versions, and free or paid tools.
-
Marketing Documentation Generation Software
The last step of any project completion is its marketing efforts. Marketing documentation is generally comprehensive and includes a detailed formal report of all your activities. This task is generally extremely time-consuming for the marketing department. But with the help of automated marketing documentation has been tools, the function can become a cross-departmental collaborative task, which offers the team to view their ideas in real-time while monitoring each other’s actions and setting up strategic goals. It also helps in analyzing the results of certain marketing policies, after their implementation, so that the team can improve on these strategies.
As a result, your documentation becomes a vital part of your marketing efforts that gives a whole new dimension to how you used to see marketing before. Automatic software documentation tools are extremely important and can be implemented during any stage of a software development life cycle. It solely depends on your purpose and the type of content you wish to deliver to your clients, employees, and end-users. Not only does it make your daily tasks a lot easier but it also saves you time. After all, accurate and concise documents are vital assets of any company.
Advantages Of Using Document Generation Software
-
Accuracy
It is a common practice to copy and paste content from standard documents as and when required to prepare a similar new document, leading to errors made with negligent copy and paste. Hence, an unaltered template solution provided by these document generation tools ensures the accuracy of content & the format of the document, as well as of the spelling and grammar to match the standard practices.
-
Simplicity
With all the standards taken care of, even a novice user can create all the necessary documents with the templates provided in these document generation tools without having to go through technical jargon and formatting considerations.
-
Profitability
With the use of document generation software, there is no need for additional resources to proofread or create lengthy documents from scratch. These additional resources can be used on other productive tasks and hence putting their expertise to better use and increasing the profitability of the organization.
-
Responsiveness
If one is in a business that requires drafting such lengthy documents on a regular basis, these customized templates provided by the document generation software will reduce the time taken by the user on each document drastically. Hence, in the same amount of time, a user can cater to many more clients as compared to the situation without the aid of document creation software.
-
Consistency
An organization employing any document creation software will have the same set of standards assured for a respective document, throughout the realm and functionality of the organization. Hence, increased consistency in all the documents can be achieved, irrespective of the size and scope of the organization.
-
Security
Some of the best document generation tools like Nintex Drawloop Document Generation, allow the administrator to control or limit the content & versions of the document created by the employees across the organization.
This can help organizations monitor the number of copies being shared and created of the documents containing sensitive information like pricing and sales figures.
Also, the software limits the sharing permission to a select group of users so as to prevent information leakage. And this again is one of the most sought-after features of good document creation software.
Key Features Of Document Generation Software Tools
The best document generation tools available in the market will definitely provide the end-user with the following key features:
-
Variety of File Formats
A good document automation software will have support across various file formats like word docs and PDFs, inbuilt in its environment. This provides for easy customization, sharing, and compliance with the needs and situations of different clients.
-
A Variety of Document Templates
All the best document generation tools in the market provide their users with a plethora of features. This feature, however, remains the basic need in every software. The software hence is tailored to the needs of various clients with diverse backgrounds in mind and hence provides a wide variety of templates from legal to medical documents.
-
Cloud-based Access
The software allows the user to save all the content over cloud storage and hence the work can be accessed from any remote location.
-
Multiple Customer Profiles
A good document automation software allows the user to store as many customer profiles as needed with all the relevant customer information stored in the database. This allows for a quicker response as and when a particular document related to an old customer is to be generated, with the software pre-filling the details on its own, from the database.
-
Security
As discussed above, these software solutions have stringent security measures in place. From allowing only a limited number of users to share and edit the documents to let the user save the documents over cloud storage with complete cloud security, these tools, give maximum priority to the security of the documents.
-
Easy Installation
Needless to say, the best document generation tools are easy to install on any system that the user needs, without the aid of the vendor.
Market Trends Of Using Document Generation Tools
-
Transforming business landscapes: According to research conducted by Aragon Research, 65% of enterprises will redesign their document handling procedures to go full automation.
-
Shift to 0 Manual responses: With software support like document generation tools, the industry is shifting to automate all their formal interactions to automated responses, hence reducing the manual response to 0.
-
Move to faster responses: Research says that software-generated automated content will save you about 115 minutes, as against the time taken (2 hours), if done manually. Hence, the industry as a whole is bound to shift towards machine-created documents over the traditionally human-created docs.
-
The Best of 2018: According to a ranking compiled by various surveys and responses by ITcentralstation, the following are the best document generation tools: Winward Studios, Docmosis, SpringCM, and Ecrion EOS.
Document Generation Software Reviews
Microsoft Word
3
This product is good for reading,editing,writing documents it has been useful for my jobs.
Docs Made Easy
5
Docs made easy has significantly improved my document management. It's simple to use, and I no longer battle to organize files. It is simple to share document
Excel-to-Word Document Automation
5
This software has made my work more accessible and quicker, without any mistakes. We will use it regularly, and we can use it at any time. Seeing all this makes me feel pleased by minimizing work and providing a good experience. I have spent many hours trying to learn other ways to transfer my Excel data into Word over the years. Mail merge works pretty well but does not update charts. This is also a lot faster. Try this; it will only take a couple of hours to test it. You will like it. I have done the heavy lifting to try it out. I am not affiliated with the company, but I am tired of wasting my time trying to get other things to work. This works. It does. I appreciate this product.
Windward Core - Document Generation Components
5
Our company has strict brand guidelines, and previous tools were either too hard to use or messed up the formatting and layout. Windward is the first one we tried that was both easy to use and beautiful.
