Powerful and flexible document generation capability + responsive support = winning solutions
May 17, 2019

Powerful and flexible document generation capability + responsive support = winning solutions

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Windward Studios

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.
  • The ability to include logic in the design has helped our clients dramatically decrease the number of documents they need to maintain through consolidation.
  • Ease of maintenance allows our clients to make changes and updates to design, even though they often have little to no technology background.
It is very easy to get started and see the output quickly. Online videos and written tutorials are provided, along with numerous examples, all of which shorten the learning curve.
Windward makes it very easy to pull data out of a wide variety of data sources in order to dynamically generate documents (forms, letters, etc) in any type of industry.