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Windward Core

Windward Core

Overview

What is Windward Core?

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.

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Recent Reviews

TrustRadius Insights

Users have found AutoTag Designer to be a valuable tool for building reports both for internal use and for customers, particularly when …
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Windward Opinion

9 out of 10
February 15, 2019
Incentivized
It's used across several departments. It allows us to design reports, including a big variety of data: Text, tables, images. It has a …
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Pricing

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Windward Hub Standard

$19.00

Cloud
Per User, Per Month (10 user minimum)*

Windward Hub Premium

$49.00

Cloud
Per User, Per Month (10 user minimum)*

Windward Core Pro

$547.00

On Premise
per month*

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.windwardstudios.com/price/h…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $190 per month
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Product Details

What is Windward Core?

Embed Windward in an application to deliver a document automation component.

The vendor promises the following capabilities and differentiators:

Visually Outstanding Designs

Users can create designs and attractive layouts.

Smart Document Logic

With a conditional logic feature, users can personalize the content of their document to suit a wide range of audience.

Easy Template Creation

The vendor says their platform is fast and user friendly: in under an hour, any ordinary business professional can have their templates completed.

Do it Faster for Less

Users do not have to spend a lot on developing templates and documents even if they are trying to get them done fast. The vendor says their software can simplify the process of creating tailor-made templates and documents which will let you significantly save time and money.


Windward Core Features

  • Supported: Visually Stunning Designs
  • Supported: Smart Document Logic
  • Supported: Massive Time Savings
  • Supported: Incredibly Intuitive Interface
  • Supported: Streamlined Cost Savings

Windward Core Screenshots

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Windward Core Video

Document Automation Software for high-volume output in a familiar user-friendly design environment (MS Office). Windward Studios offers world-class document automation tool using familiar tools like Word, Excel, PowerPoint. You don't have to know code or be a developer to de...
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Windward Core Competitors

Windward Core Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac, Anything that has Java
Mobile ApplicationNo

Frequently Asked Questions

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.

Windward Core starts at $190.

Docmosis and Jaspersoft are common alternatives for Windward Core.

Reviewers rate Usability highest, with a score of 9.1.

The most common users of Windward Core are from Mid-sized Companies (51-1,000 employees).

Windward Core Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)40%
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Comparisons

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Reviews and Ratings

(31)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found AutoTag Designer to be a valuable tool for building reports both for internal use and for customers, particularly when they require native Microsoft Office output. By using AutoTag, users have experienced a significant improvement in the efficiency and ease of report creation, as it eliminates the need for manual data collection and editing. The Windward Document Generation Software is highly regarded for its ability to aggregate and display data from various sources, with the added benefit of being able to extend functionality through code. This has led to its integration into cloud-based solutions for financial institutions, allowing clients to create custom documents that meet their specific needs. One of the standout features of Windward Reporting solutions is their user-friendly nature, making it easy for non-technical individuals to edit and maintain reports. It has also been selected as a replacement for Oracle Reports due to its flexibility in changing text and graphics content on correspondence. The Windward Reporting engine is widely used for generating sales proposals, presentations, orders, and reports with reliable recreation of documents at runtime. For those with special requirements in report elaboration, the Windward Java Reporting Engine has been highly valued for its rapid performance across all types of reports. The AutoTag Template Designer has proven useful across multiple departments as it aids in building and fixing templates while providing basic troubleshooting and enhancements. It offers an ideal solution for users looking to create and modify custom report templates based on their specific requirements with minimal time and effort. Windward Studios stands out as a critical component of Loan Automation Solutions, facilitating document and report generation with minimal coding required. It has also made a significant impact on the Baker Hill NextGen solution by enabling the communication of critical information for banks and credit unions. Moreover, its usage extends to formatting critical text reports for airplane cockpits, ensuring accurate and reliable information delivery. With Windward Studios, SaaS administrators and clients gain the ability to create and modify custom report templates tailored precisely to their needs, thus reducing time and effort. A government agency even uses Windward to generate customized flight plans for pilots worldwide and design templates for outgoing communication with their government clients. The software has enabled users to create templates without any technical knowledge, resulting in saved development time. In the finance and insurance industry, a company leverages Windward to generate various documents such as insurance declarations and certificates. To accomplish this, business analysts at the company utilize Windward's report design with Microsoft Office products to create templates for their source systems. They also integrate Windward's RESTful API with multiple source systems and third-party software. Another notable use case of Windward's software is its adoption by a software development team for downloading data from tables with different formatting. The team finds Windward to be efficient and reliable in this task. Additionally, a document generation solutions provider partners with Windward to deliver tailored solutions to their clients, including loan documents, insurance letters, and proposal generation. This partnership highlights the versatility of Windward in catering to various industries and document types. Apart from its broad application, Windward is widely used across several departments within companies, enabling them to design reports with text, tables, and images. This flexibility in design allows users to export reports to Word and PDF formats seamlessly. Notably, Windward plays a crucial role in the origination and servicing phase of loans for generating letters by capturing and processing data received from USD. Its integration into the company's process ensures the creation of accurate and finalized products by efficiently incorporating data into the documents.

Overall, users have found AutoTag Designer and Windward's Document Generation Software to be valuable tools in building reports, generating custom documents, automating processes, and facilitating communication across industries such as finance, government agencies, aviation, software development, and more. The user-friendly interface and flexibility provided by Windward's solutions have resulted in increased efficiency, reduced manual effort, and enhanced customization options for non-technical individuals.

Intuitive and User-Friendly Interface: Users have consistently praised the intuitive and user-friendly interface of Windward Reports, mentioning that they find it easy to navigate and manipulate tables using drag and drop functionality. Many users appreciate the simplicity of the interface, which allows them to quickly create and complete tasks efficiently.

Responsive Support Team: Users highly appreciate the responsiveness of Windward's support team. They mention that their questions and concerns are addressed promptly and professionally, leading to a positive experience. The support team provides quick assistance whenever needed.

Seamless Integration with Microsoft Office: Users highlight the major advantage of Windward Reports being seamlessly integrated within the Microsoft Office suite. They appreciate being able to leverage familiar features from Office products, such as Word, to easily create visually appealing reports. This integration enables users to work efficiently without requiring extensive technical knowledge or additional software.

Limited Customizability: Some users have found the software to be limited in terms of customizability compared to other report tools they use, feeling restricted in their ability to tailor reports according to their specific needs.

Difficulties with Drag and Drop Feature: Several users have mentioned that the drag and drop feature is not intuitive as they are unable to drag and drop individual fields, causing inconvenience and frustration during report creation.

Issues with PDF Output Accuracy: Some users have experienced issues with the accuracy of the PDF output, noting that minor tweaks are often required for it to match the original report exactly.

Attribute Ratings

Reviews

(1-5 of 5)
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Score 10 out of 10
Vetted Review
Verified User
Windward's Document Generation Software is one of the best products out there for aggregating and displaying data from disparate sources. If it can't be done natively, which is rare, you have the ability to extend it through code. We have it integrated with our project reporting database to generate weekly status reports for our clients. No need to track someone down for their hours, tasks that were worked on, and how much time was spent. It truly cuts down the time a project manager needs to assemble a status report.
  • Handles data from disparate sources.
  • Uses well-adopted Microsoft Word as the template designer interface.
  • Ability to integrate with existing applications.
  • Ability to extend functionality.
  • Reusable component creation.
  • User friendly error messages.
  • PDF output sometimes not exact and requires some minor tweaks.
  • Perhaps more out of the box chart options.
It's well suited for organizations that rely on their IT departments to make minor changes to reports that can take days to put into production. Windward Core, with its simple to use Microsoft Word interface, empowers savvy business users to make modifications to reports in minutes. They can even create their own reports with ease. It's a great tool for creating static reports that take manual effort to produce (especially from disparate data sources). If you're looking for advanced drill-down capabilities, Windward is not for you, but then again, it's not designed for that. What it does, it does extremely well and everyone I have recommended it to has been pleased with the end results—to the point it's their centralized global reporting platform.
  • Increased productivity by over 50%.
  • Helped my customers reduce their report template footprint by 75%.
  • Freed up IT resources for other tasks.
SharePoint is a nice tool, however, it requires a lot of effort to create the forms and code for pulling in data if it's not within SharePoint itself. Maintenance of reports will require SharePoint knowledge as well. Windward removes many obstacles in traditional report generation.
Drag and Drop functionality of about as easy as it gets. If you want to edit components, there is a wizard to help walk you through the steps.
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.
September 26, 2019

Report automation made easy

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Windward Studios to automate a certain amount of mandatory/regulatory reports that need to be delivered and approved on tight deadlines.
Windward enables us to quickly provide robust and detailed data reports for our clients and regulators. Given that templates can be designed directly in Microsoft products, preparing templates becomes very easy with minimal coding. We are very happy with this product and use it company-wide.
  • User-friendly, amazing UI integrated into Microsoft products, no steep learning curve.
  • Generates large and complex reports at great speeds.
  • Windward has a great and very responsive support team. Every request or question will be answered in a timely manner.
  • Support for multiple data sources.
  • Lack of documentation regarding the Windward Java Reporting Engine (Linux implementation).
  • Error messages could be more elaborate/precise.
Our company produces lots of mandatory and regulatory reports which are large and complex. Our reports contain a lot of data which is stored in an Oracle Database. Windward allows us to easily use the data in the Oracle DB and produce those reports directly from MS Word. The data-source connector also supports Views and Oracle functions which makes the process even simpler/lighter.
  • Windward Studios is filled with features at half of the cost compared to other tools.
  • Designing and automating reports with Windward makes the whole process shorter saving a lot of man-hours.
Windward's Designer (AutoTag) is directly integrated into Microsoft product making the creation of templates very user-friendly. Once parameters and data-sources are defined, AutoTag can easily be used by non-programmers for designing large or complex reports. They also have a range of detailed documentation available and a help menu integrated into the tool, making it even easier.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Windward Studios is a vital component of our organization's flight planning service and gives us the capability to generate customized flight plans to pilots around the world.
  • Windward's Report Designer provides instant ease-of-use and a sense of familiarity by being integrated into Microsoft Word.
  • The overall application is fairly user-friendly and intuitive by itself, but Windward Studios also offers a full array of user guides, training sessions, videos, step-by-step tutorials, and other resources that allow users to truly learn and understand the program in order to utilize its full capabilities.
  • Windward Studios has truly unparalleled support. Every question or support request I've had has been responded to in a timely manner, and immediately addressed. Regardless of the complexity of the problem, they've been able to find a solution to generate the document output that I needed.
  • It would be greatly helpful if I were able to run two (or more) ForEach tags simultaneously.
  • The POD feature is great for applying identical template sections across multiple documents, but there should be a simpler/easier way to update it globally across every template.
  • The error messages could be more descriptive -- I sometimes get an error when generating the output and don't know exactly what's causing the problem.
Windward Studios would be well-suited for creating any kind of dynamic documents, letters, or forms that can utilize the design layouts and capabilities of the Microsoft Office applications.
  • Windward Studios will allow us to duplicate templates from our current system into our newly built nextgen software application. This continuity of service is crucial to our customers.
  • Having a user-friendly application allows us to train non-technical employees on how to create and revise templates without the need to utilize our developers or engineering resources.
The Windward Studios Report Designer's basic features and ease of use allow anyone to create basic templates within no time. Learning the more complex features and capabilities does take additional effort with reading through the training materials, and also having a good understanding of the Microsoft Office functions.
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.
Jenelle Cooper | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Autotag Template Designer is being used across the entire company and by several departments that specialize in reporting. It's being used as a tool to create templates that run in conjunction with the software out company has created. It allows our company to [access] extra data being stored in our software and generate it into specific documents that our clients need.
  • The set up of the product is fairly easy as long as you have the right version and license key. It's also fairly easy to transfer licenses between users.
  • Once you have the main queries down, the tagging of the template is fairly easy and you can reuse templates instead of starting from scratch each time.
  • If you are having issues with a template or a tag type- the help documentation provided is helpful to provide examples. The webinars are also a good stepping stone to get knowledge quickly.
  • Sometimes the formatting within the Microsoft Word documents can be tricky. That's where most of the time comes from is making sure the tags don't mess up the formatting of the actual template itself.
  • Error messages can be vague. For example if something is wrong with the query or a tag, it can be difficult to find the issue within the query or identify the offending tag easily. This means the whole template won't work because of one minor issue.
If the end users are going to be proficient in SQL, then they are already light years ahead. Most of the time learning the product comes from figuring out the queries. After that, tags are fairly easy! It's great for clients that don't know SQL too that will just need the initial template built and will update the wording or static text.
  • none
I haven't used any other products for template design.
September 17, 2015

WindWard in my sails

Anthony Vengrofski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
One of the most important parts of our printing deliverables are audit reports. These reports go to both internal and external clients and are used in everything from order verification to marketing materials. Before AutoTag creating the reports involved a lot of manual data collection and editing. This was a time intensive, error prone, and frustrating process. WindWard's AutoTag report creation made it easy to recreate the reports into templates. Whenever we got stuck there was a Wiki based user guide and top notch tech support. The reports now take a fraction of the time to create and are finally consistent in layout and content. With the success of the report generation in our department we have been tasked to review and identify more reports that could benefit. THANK YOU WINDWARD.
  • AutoTag can easily be connected to virtually any data source. The wizard walks you through all the needed steps. This is very helpful in getting reports from multiple sources or departments.
  • WindWard has put together a Wiki based user guide and has the best tech support I have ever worked with. For the rare occasions that we get stuck trying to convert a report the help is plentiful.
  • AutoTag is built within the Office suite and is therefore able to leverage all the familiar features. This is very useful when you need to make reports useful and appealing.
  • 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.
AutoTag has a feature called POD. With PODs you are able to save sections of reports to reuse elsewhere. If your reports have several pieces that are common between several reports, or reused many times in the same report, making a POD is perfect. Once made the POD can be dragged and dropped into any report for instant use. PODs are not limited to just tags, we have several just for document styles and database connections. This makes adding a new datasource very simple.
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