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DocuSign CLM vs Windward Core comparison

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Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Automation Anywhere
Sponsored
Average Rating
8.4
Reviews Sentiment
6.9
Number of Reviews
661
Ranking in other categories
Business Process Management (BPM) (2nd), Robotic Process Automation (RPA) (2nd), Process Mining (1st), Intelligent Document Processing (IDP) (1st), Agentic Automation (1st), Business Orchestration and Automation Technologies (2nd), AI Legal & Compliance (1st), AI Finance & Accounting (2nd), AI Procurement & Supply Chain (1st)
DocuSign CLM
Average Rating
9.0
Number of Reviews
1
Ranking in other categories
Contract Management Software (4th)
Windward Core
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Reporting (19th), Document Generation Tools (2nd)
 

Mindshare comparison

Contract Management Software Mindshare Distribution
ProductMindshare (%)
DocuSign CLM4.8%
Agiloft Contract Lifecycle Managment (CLM)5.2%
Conga Contract Lifecycle Management (CLM)4.1%
Other85.9%
Contract Management Software
Document Generation Tools Mindshare Distribution
ProductMindshare (%)
Windward Core14.1%
Docmosis13.6%
CA Easytrieve Report Generator6.7%
Other65.6%
Document Generation Tools
 

Featured Reviews

Venkat Sivaprakash - PeerSpot reviewer
Management Consultant at Accenture
Has significantly improved document-driven workflows and reduced processing time across finance and HR functions
Automation Anywhere has evolved significantly and upgraded itself to provide agentic AI and AI-based automation solutions for document automation. The product has matured considerably over time. We can create workflows that can call an API. We can include prompts in particular workflows for ChatGPT-related functions, connecting to an LLM and RAG to perform tasks. For document automation, modern features are available to train documents, ensuring high accuracy and repeatability over time. The system is very easy to use. I recently completed a course in document automation, typically designed for people involved in coding and technical aspects. Though I understand coding comprehensively, I don't do actual coding. The course was very accessible. Currently, extensive coding isn't necessary due to the hybrid model incorporating GenAI aspects, low-code, no-code capabilities, APIs, and numerous pre-built objects in Automation Anywhere. The features include GenAI-driven prompting methods and workflow creation capabilities. In these workflows, we can create decision boxes and call APIs without coding. We simply pull objects, drop them, connect them, and add minimal coding when needed. The most crucial aspect isn't coding but rather sizing the automation and fleshing out the details. Automation Co-pilot takes notes and performs automated analysis. It can extract details from videos, summarize conversations, and provide detailed information. During calls, it identifies instructions and performs tasks such as preparing reports and reconciliation. Automation Anywhere can also connect with Microsoft Co-pilot. Through Co-pilot, real-time operations can be executed, allowing direct interaction between vendors and automation through this component.
JW
Senior Director, Chief of Staff & Program Management Office (PMO) at a transportation company with 501-1,000 employees
Our contracts are moving from draft to full authorization significantly faster now
* The redline function isn’t sufficiently robust. Our clients struggle with the tool during negotiation. * The search feature needs to be a bit more robust, to facilitate complex search functions. * Integration with our ERP system (and other systems) needs to be enabled. SpringCM reports that they are working on all of these items and that they are integrated into their roadmap.
CH
Sr. Systems Analyst at a tech services company with 5,001-10,000 employees
Strong layout and design capabilities; leverages every aspect available in Word-native formatting
The licensing key is a little bit twitchy. I'd like to see more HTML formatting support in templates. It has a basic stock of HTML formatting capability, but it doesn't have a rich vocabulary. I have to work around that sometimes. The help documentation and blog posts are extensive, but not always up to date. The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The features of the Automation Anywhere bot bring us the ability to develop automations to production quickly."
"We have improved on IQ Bot collectively with the normal Taskbot that we use. How it got started was that we have a lot of scanned documents to input for our solution. So, I used to get a lot of scanned documents, and extracting or reading the data from those has always been a pain area. We always used to bring a manual person in to do it. Once a manual person did that activity, it was brought into Excel where I could run the bot. With the entry of IQ Bot, it now takes care of my scanned documents, which means IQ Bot does the OCR extraction and gives my data to the Automation Anywhere Taskbot. This means no manual intervention and end-to-end bot processing, along with a happy customer at the end of the day. We provide these services to multiple clients, so we have been doing this for all of our clients."
"I have been using Automation Anywhere for the past five years and it is one of the best tools to automate manual tasks."
"Automation Anywhere is stable."
"Bot creation is a cool feature. It allows the developer to do complex things."
"From an SAP point of view, we have in-built features. They have integrated everything together, so it's much easier for us to use that."
"With Automation Anywhere, they receive their financial statements while still on the call."
"The flexibility which has been built into it is its most valuable feature."
"Our contracts are moving through the process, from draft to full authorization, 340 percent faster than they did last year."
"Customer Service: Very good - I think they needed to be more up front of needing XYZ before you even submit as there was sometimes a bit and back and forth with questions around versions/correct XML etc."
"It has met every aspect we needed it to meet, flawlessly."
"It provides very good-looking, flexible, and nice reports."
"Overall, I rated as I did because, for its price point, it's very good at delivering what it's designed to deliver: keeping your templates in Word."
"The most valuable feature is that it provides good, dynamic document-generation performance and the documents are being generated reliably."
"From an integration perspective, they provide the code for you to easily integrate with existing applications."
"Windward has been able to produce a solution to every question or need that any customer has asked it to do."
"A part of our business is to produce static report which we give to our clients, and this product serves this purpose very well."
 

Cons

"Automation Anywhere is expensive. They should consider lowering the price to make Automation Anywhere more affordable to SMEs, which comprise a huge segment."
"Unwanted windows are popping up. We have to train a bot to recognize the window if it comes up, know what it is, and click it. If it is interrupting our bot, I just want to avoid that window, because I am getting failed logs."
"When I post questions, I seldom get answers fast, and when I do, there are inconsistencies with the existing documentation."
"The marketing for Automation Anywhere has room for improvement."
"In order to score nine or ten, they still need to provide more flexibility and integration with other tools and options."
"Attended automation sometimes might go into exceptions, thus we need to monitor it in-between, then check whether it is working properly. This way, we ensure the bot is working properly."
"When we are moving from one version to another version, it's very difficult because most of the features stop working. They should first test everything and then release the new version. For example, there's a system variable known as the Excel Cell Row.... When going from version 11.1 to 11.3, this variable was suddenly not supported, and most of our bots were dependent on that. Everything went down..."
"I would like OCR for video and text using the IQ Bot. It should also be available in an email tag format."
"The redline function isn’t sufficiently robust. Our clients struggle with the tool during negotiation. Also, the search feature needs to be a bit more robust, to facilitate complex search functions. Finally, integration with our ERP system (and other systems) needs to be enabled. SpringCM reports that they are working on all of these items."
"The redline function isn’t sufficiently robust. Our clients struggle with the tool during negotiation."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"Customer Service: Their ability to help us troubleshoot is too low – they really need to help us troubleshoot in our environment – not their testing environment."
"The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem."
"The reason it took us so long to get the system up and running is that the APIs could be improved a bit. It could be a little bit more interoperable with software, without having to do a lot of the heavy lifting that we had do to get it in."
"They should add a document distribution solution on top of the document generation capability."
"I have to deal with VERY long lists of properties contained in our XMLs and it would be nice if Windward offered a way to alphabetize this property list."
"Some drawbacks we have come across are getting the output formatting to match exactly how it is implemented within Word."
"Is there any way to avoid AutoTag loading in Word/Excel each time? I need to use it from time to time - quite rarely. AutoTag affects performance of Word/Excel. I do not want to install/uninstall AutoTag each time I need it."
 

Pricing and Cost Advice

"My only suggestion in terms of pricing is very generic and that is to consider that as much as RPA saves cost and does automation, please get a realistic estimation done on whether you are really achieving any ROI over your investment with RPA."
"I don't agree with the IQ Bot licensing costs, which depends on the consumption of the document rather than per bot or user. This is confusing for me, because most of the cases for us in a possible future scenario, there would be a lot of invalid data to be scanned to get to real data. E.g., we would have to supply approximately 100 pages of scanned data to extract two pages of original data. In these type of cases, the IQ Bot might be a costly venture."
"I believe it is $10,000 for Bot Creator."
"Our company is investing a lot of money in Automation Anywhere. They have saved money wherever humans are working. They invest a lot of money in FTEs and other logistics, so the money saving is very pretty good with Automation Anywhere. While I don't know the exact figure, the tool is saving us millions of dollars as well as saving about 40,000 hours in the last year."
"The licensing cost could be improved. It costs a lot. At the very least, the developer licenses and the control panels should be made free to enterprises, and the production environment licensed."
"Our advice is that anybody interested in this product should negotiate product bundles in order to reduce the cost of installation and setup."
"The cost for scalability is much cheaper than developing a new system."
"This is a comprehensive automation offering with a scalable architecture and flexible pricing models."
Information not available
"It is absolutely worth the value. They have flexibility, depending on what you're looking for from a buying standpoint. The current pricing models are quite flexible, with the ability to use it on an as-needed basis, or to get a perpetual license that covers a customer that might have extensive needs. I think it's pretty good."
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"The only problem with the pricing of Windward is the limitation on the number of reports generated. It is costly in that sense. If you want to increase, you have to pay more, based on the number of reports generated per day. It is not the same with Crystal Reports. With the latter, you buy a license at one point in time and that's it."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
"Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it."
"The cost is reasonable."
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Top Industries

By visitors reading reviews
Outsourcing Company
15%
Financial Services Firm
12%
Comms Service Provider
10%
Manufacturing Company
10%
Manufacturing Company
14%
Financial Services Firm
12%
Construction Company
10%
Healthcare Company
9%
Outsourcing Company
13%
Marketing Services Firm
11%
Construction Company
11%
Financial Services Firm
11%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business161
Midsize Enterprise82
Large Enterprise558
No data available
By reviewers
Company SizeCount
Small Business20
Midsize Enterprise4
Large Enterprise8
 

Questions from the Community

How good is Automation Anywhere for RPA processes?
It depends on your use case. Is it simply to automate a couple of processes? Is it to augment a human team? AA is ver...
How good is Automation Anywhere for RPA processes?
From my experience using AA tool, it depends on the applications that you want to automate, because there some applic...
How good is Automation Anywhere for RPA processes?
It is a highly preferred RPA tool. You can check my Automation Anywhere Review to know more.
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Also Known As

Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise, Agentic Process Automation System (Now Certified for WorkSpaces)
No data available
Windward, Windward Studios
 

Interactive Demo

Demo not available
Demo not available
 

Overview

 

Sample Customers

Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics
Valvoline, Uber, Spotify, Popsugar, Facebook, NCR, USDA, US Department of Energy, Bill and Melinda Gates Foundation
HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt