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Users have found AutoTag Designer to be a valuable tool for building reports both for internal use and for customers, particularly when …
Starting at $190 per month
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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.
Recent Reviews
Pricing
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
Product Details
- About
- Competitors
- Tech Details
- FAQs
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
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...
Show More Windward Core Competitors
- Docmosis
- Jaspersoft
- Eicron
- Sql Server Reporting Services
Windward Core Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac, Anything that has Java |
| Mobile Application | No |
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 Small Businesses (1-50 employees).
Windward Core Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 20% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 40% |
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!
- Business Problems Solved
- Pros
- Cons
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
(1-7 of 7)Companies can't remove reviews or game the system. Here's why
May 17, 2019
Powerful and flexible document generation capability + responsive support = winning solutions
My company partners with Windward to deliver document generation solutions to numerous client organizations. I have recently worked on solutions that include loan documents for a lender, insurance letters for a medical auditor, and proposal generation for an insurer. The solutions range from generating one document at a time to using a web front end to build a custom selection of documents to combine into a single proposal.
- It is very easy to get up and running to see it work.
- There are numerous options for data sources.
- Technical support is very responsive and helpful.
- It would be very helpful if it was possible for tag logic to handle an array of data. Without it, the syntax can become very verbose when there are multiple logical conditions to check.
- Most tags are only built to handle a single piece of data so it can be a little confusing when a query only appears to return 1 record.
February 27, 2019
Great Solution for Word and Excel Users
Windward Studios was being used to create custom reporting for SaaS administrators clients. Both our administrators and our clients have different reporting needs and Windward allows each user to create and modify their own report templates based on their specific requirements. Windward reduces the time required for custom report creation and modification.
- Windward handles multiple reporting template formats using tools people are already familiar with. Microsoft Word and Microsoft Excel are particularly useful for us.
- Windward has great technical support. Questions and issues are always answered in a timely manner.
- Windward has multiple pricing options which were helpful for us in getting started.
- I would like to see more organized and up to date documentation and videos for setup and training.
- It depends on your particular setup and requirements, but our particular setup required a separate Windows server to run the Restful Engine. A cloud-based web-service that Windward maintains would be preferred.
- While Windward's Microsoft based tools are great, they can be a bit intimidating to non-programmers at first glance.
February 12, 2019
Windward Studios Report Designer Review
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.
February 07, 2019
Easy template building through Windward
Windward helps us to generate letters during the origination and servicing phase of a loan.
- Easy integration: there is no steep learning curve to get started with WindWard.
- Template buiding is easy because of the Word integration.
- More detailed documentation that addresses some very specific problems.
February 01, 2019
Document Generation made easy!
We have embedded Windward Studios in our Loan Automation Solution and provided a document and report generation module with ease. Given that the design is totally done in MS Office (Word, Excel, Powerpoint), we prepared the templates for 40+ legal agreements and 20+ reports within weeks with minimal coding.
- Design documents and reports with MS Office (WORD, EXCEL, POWERPOINT). This can be done by the business and not only be the IT. Template maintenance, which is usually mostly on content, can be done solely by business users.
- Insert tags and business logic within documents to show/hide paragraphs depending on data or user input.
- Integrates easily with 3rd party applications and it can also be used as the document and report generation engine of your software solution.
- It can pull data from multiple sources (SQL, XML, OData, etc).
- Better and more updated documentation. There is a wealth of functionality and the knowledge base does not reveal this much. You must be very specific in what you are looking for.
- Web service consumption besides OData to pull data from other systems directly into the template would have taken Windward to another level.
- User support in European timezones. :-)
January 25, 2019
Windward Reports - The Best Solution for our Business
We use the .NET Windward Reporting engine across several of our applications. It is our primary tool for generating sales proposals, automated presentations, orders, industry specification documents, and reports. The main reason we use Windward is the ability to not only design our reports right within MS Word, Excel, and PowerPoint files, but also the reliable recreation of these same documents at runtime. We receive very detailed forms from our customers who want their data merged into an exact representation of that document, and Windward has reliably provided us with this functionality.
- If you have an existing Word or Excel document that you need to populate with data, then Windward is the right product for this functionality. It will reliably recreate this document in the same format (.docx, .xlsx, .pptx) or in PDF (there are other formats as well but this is what we use primarily).
- The use of office documents as report templates allow us to have non-technical people submit reports to us and then we have a report writer who can tag the document for use in Windward. All of this is done without any specific programming knowledge other than AutoTag which is pretty easy to use. This allows us to free up valuable programming resources for other tasks.
- The flexibility of Windward Reports allows us to generate data sources that are formatted around our business logic knowing that we don't have to worry about some rigid data specifications or requirements from our reporting tool. However, our data is structured so we're able to pull it into AutoTag and get exactly what we need for our reporting requirements.
- I know we have wanted some more robust features in the powerpoint presentations, but to be honest we haven't looked at the update in the last two versions. So, a criticism of this wouldn't be fair because I'm not up to date on their more current PPT offerings.
- One of the issues we've had in the past is getting the licensing correct. The licensing structure is a bit strict and can be a little unwieldy at times. Once it's set up we don't ever have issues, but when upgrading or migrating servers we've had issues in the past, and if you have licensing issue it can shut down reporting on your server until it is resolved. I will say that their support team is responsive and has always helped us to work through our issues. If I were recommending Windward to someone I would mention our problems with licensing so they would pay specific when setting up their configuration, but it wouldn't keep me from recommending their services.
September 18, 2015
New to AutoTag - it helps to have a strong Excel and SQL background
AutoTag Template Designer is currently being used within a couple different departments. It is designed in Dev Ops and used by people in accounting and also in the field by our brokers.
- Allows for customization of existing templates
- Connections to several types of data sources
- Very intuitive in conjunction with the tutorials
- Allow users to modify the Excel file while in the AutoTag editor. I find myself taking screen shots and referring to them.