Nintex DocGen for Salesforce vs. Windward Core

It is best suited for scenarios that apply to generating documents based on information gathered in your Salesforce. By using the field inserter and uploading a template for generation, you are able to take that Salesforce information and create a digestible document for your intended audience. You are able to generate multiple documents by creating different templates for use.

Incentivized

Great for Technical Users. It's great for people a bit more on the technical side. It allows developers to quickly create and modify reporting templates without having to modify source code or make updates to a repository. Potentially Difficult for Non-Technical Users. Making substantial changes to the data portions of reporting can be a bit difficult for non-technical users. While Windward's tools for this are great, it still requires an understanding of the database schema which not all users will have.

Incentivized

• Building documentation is super easy
• Sending out that documentation after it is built is most of the time seamless
• Customer service at Nintex is awesome if we ever need anything

• Native Office output -- not nested tables and/or horrible RTF like other tools generate.
• Ease of use -- once the data sources are set up, creating tables is as simple as drag and drop (okay, maybe not exactly that simple, but you can certainly create a table of data using drag and drop, then format it and manipulate it as needed).
• Responsive developers and support -- when I've had questions, they've been addressed VERY quickly and professionally.

Incentivized

• Easier set up.
• Easier field mappings.

Incentivized

• It is hard to pick out the tags if they are mixed in with a block of text.
• Using report variables in select statements causes the selection list of available fields to not show anything.
• The color themes do not match the office selection and it feels very disconnected.

For the most part, the Windward report designer is intuitive for our users; but there are a few areas where it is less intuitive. In these cases, our users need to search Windwards support wiki site, or even contact their support technicians. This can also be due to the short time we've had Windward and our lack of knowledge.

Incentivized

Support is something they take pride in. Once an issue is raised, they are quick to respond and provide details on a fix. No complaints on support here.

I believe that Conga is a great tool that is very similar to Nintex. However, I do believe Nintex is constantly updating its features. I also like the fact that their knowledge base on the website is wonderful and not convoluted. In addition to that, the customer service is amazing. I don't think I remember having any issues with Nintex, but I do remember one instance where they got back to me within 2 hours, and I appreciated that.

Incentivized

We evaluated several other products to integrate with our new software, but Windward Studios was an obvious standout above the majority. Other applications required some level of software development knowledge and experience to create templates and a much steeper learning curve. After consideration of ease of use, as well as a cost-comparison between different products, Windward Studios was the most suitable product to meet our needs.

Incentivized

• A LOT of saved time on workflow automation
• Provides an easier solution for our clients to sign documents
• Customer Experience overall is great using this tool

• As a fully integrated solution, the ROI is impacted when a client gets stickier with our solution because they see the benefit of Windward.
• Support has been fantastic for our development team so that as we integrate the solutions we have a clear and clean design.

Incentivized