Revv, by LegalZoom vs. Windward Core

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Revv, by LegalZoom	Score9 out of 10	N/A	Revv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.	N/A
Windward Core	Score9.1 out of 10	Mid-Size Companies (51-1,000 employees)	Windward’s low-code document generation solution embeds into any application, enabling users to populate data-smart documents within the familiar landscape of Microsoft Office. It's a solution from PDFTron since the April 2021 acquisition.	$190 per month

Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance

*Pay annually: 15% discount 10% discount for quarterly payment of Windward Core.

Best Alternatives
	Revv, by LegalZoom	Windward Core
Small Businesses	BoldSign, by Syncfusion Score10 out of 10	Formstack for Salesforce Score7.1 out of 10
Medium-sized Companies	OneSpan Sign Score9.6 out of 10	Formstack for Salesforce Score7.1 out of 10
Enterprises	DocuSign Score8.7 out of 10	Conga Composer Score7.9 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Revv, by LegalZoom	Windward Core
Likelihood to Recommend	9.0 (1 ratings)	9.1 (25 ratings)
Usability	- (0 ratings)	9.1 (16 ratings)
Support Rating	- (0 ratings)	9.1 (1 ratings)
Data Sharing and Collaboration	- (0 ratings)	7.5 (7 ratings)
Data Sources	- (0 ratings)	8.5 (7 ratings)

User Testimonials
	Revv, by LegalZoom	Windward Core
Likelihood to Recommend	LegalZoom [Revv] is great in providing a template for sales documents for a team. Particularly proposals. Incentivized Brett Suarez Account Executive Read full review	Apryse 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 Verified User Read full review
Pros	LegalZoom Creating templates for sales documents Allows ability to see when client has opened up document Ability to give client access to document through several methods Incentivized Brett Suarez Account Executive Read full review	Apryse 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 Brent Rossow Business Data Analyst Read full review
Cons	LegalZoom It is not intuitive as far as creating a new document from a previously created template Incentivized Brett Suarez Account Executive Read full review	Apryse 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. Anthony Vengrofski Programming Team Lead Read full review
Usability	LegalZoom No answers on this topic	Apryse 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 Verified User Read full review
Support Rating	LegalZoom No answers on this topic	Apryse 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. Hit Mistry Vice President Read full review
Alternatives Considered	LegalZoom Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized Brett Suarez Account Executive Read full review	Apryse 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 Verified User Read full review
Return on Investment	LegalZoom It has saved the sales team time from having to create a proposal for each client. Incentivized Brett Suarez Account Executive Read full review	Apryse 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 Michael Horrocks VP Product Management Read full review
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Revv, by LegalZoom vs. Windward Core

Revv, by LegalZoom

Windward Core

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