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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
662
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 (1st), 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 CLM5.1%
Agiloft Contract Lifecycle Managment (CLM)5.3%
SAP Ariba Contracts4.3%
Other85.3%
Contract Management Software
Document Generation Tools Mindshare Distribution
ProductMindshare (%)
Windward Core14.3%
Docmosis14.1%
CA Easytrieve Report Generator6.4%
Other65.2%
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

"This product makes my life easier."
"With Agentic capability, you can actually do those things; it has memory, it has access to tools, and it can do the job on our behalf as opposed to just telling us what to do."
"We used to do many daily routine checks and jobs. We have implemented the automation knowledge which resulted in good productivity, time-saving, and extra efforts being reduced."
"The scope of automation by using Automation Anywhere has become wonderful."
"Manual efforts have been reduced and the accuracy has increased. In the processes I have done, the accuracy has reached 100 percent, and manual load and time has been reduced."
"The features that we found most valuable have been just automating manual processes. We are able to integrate and work with applications that users typically work with. That has been the best feature for us right now."
"The bottom line is that it is extremely simple and developer-friendly."
"Ease of use is one thing that definitely first comes to mind when I think of Automation Anywhere. The tools are built in a fairly straightforward way. The documentation is really good and a Knowledge Base is available on every topic."
"Our contracts are moving through the process, from draft to full authorization, 340 percent faster than they did last year."
"It is very user-friendly, and the wizard and equation options, plus the ability to create PODs for reusable data points, save so much time when templates need to be created quickly."
"The solution is very flexible, so you can create anything you want. Think of the possibilities you have in Excel or in Word, because these are the two document generators that are used the most. I only use Word, but I can use nearly every feature in Word, including making charts and tables, and produce those features in Windward, parametrically."
"Another thing our clients absolutely love is the ability to design templates within the Microsoft Office suite, because of how simple it is. They're building off of something that's familiar. When they can build off of that feature, on top of something that's very familiar, that's a plus for them."
"​A useful, ​easy to use product, which has a lot of features for designing reports."
"It provides very good-looking, flexible, and nice reports."
"If you're looking for a document solution that is of high quality, that does what it's supposed to do 100 percent of the time, with a company that is a quality company, Windward is the company that you're looking for."
"The engine being able to sit inside of our firewall is the most important feature."
"The usually the response is within one hour. The technical support will WebEx with you. I rate them as a 10 out of 10."
 

Cons

"Improvement areas will be there for everybody. I think one area which I would like to see improvement is in IQ Bot. Maybe it has improved a lot in version 11 X but I think that that's one area which definitely scope to improve."
"The key area where improvement can happen is understanding the different perspectives and different industries that they're serving in terms of industry-wise use cases."
"The analytical dashboard in the Control Room could use some improvement."
"Automation Anywhere is not very scalable because the update and upgrade process requires immense effort from the IT organization to do a tool check."
"The customer service could be improved."
"We face issues with Excel file creation. I’m trying to create a file in Excel .xls, it is getting corrupted."
"I would like more integration with Microsoft Excel. More screenshots that can be integrated with Excel would help our customers too."
"The main disadvantage of Automation Anywhere is its high cost."
"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."
"They could make the document creation performance faster. I'm not saying it's slow but it takes time to create the PDFs. If they could make it faster, that would be one area for improvement."
"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."
"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."
"It really hasn't improved our organization at all."
"Some drawbacks we have come across are getting the output formatting to match exactly how it is implemented within Word."
"The only thing I can think of, that we'd like it to do, would be the ability to "burst out" reports, meaning one section of a report could be sent out as an email to a manager of a department, say, without having to run multiple reports to do it. As it sits now, we have to do multiple reports to do it."
"The workstation deployment and license allocation was a pain, but the server component was easy."
"Was limited by XML path restrictions. There were a couple of times I wanted to do something in the formulas which was prohibited by XML path but okay to do in Excel and the product is sold as being able to do whatever Excel can do in terms of formulas."
 

Pricing and Cost Advice

"We have established a CoE and we take our bot opportunities based on their ROIs. The best ROI opportunity goes to development first. Our ROI opportunities are compliance, profitable growth, productivity enhancements, productivity gains, number of hours the productivity saved, and resources not available that the work can be done by the bot. However, the single most important criteria that we use to measure ROI is how much time does the bot cut down from an analyst's work, as this has the best ROI. E.g., if an analyst is spending a 100 hours of work that a bot can do in one hour, we calculate the 99 hours saved as ROI."
"Including the AWS setup and everything per license, it costs us around $10,000 on an annual basis. I believe that is pretty reasonable considering the teams that we have."
"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."
"It is fantastic. It has been great. It is perfectly priced for the quality received. When paying for quality, that is exactly what you get."
"Complaints are generally about the cost of IQ Bot, which is higher than its competitors. The base model’s pricing is comparable to other platforms with attended, unattended, and IDP capabilities as well."
"More than 40 to 50 percent of the IT budget will be for the cost of automation projects in the coming years since these projects enhance operations add value."
"The control room access gives the ability to create different roles, which helps when purchasing additional licensing."
"The price of this product is good."
Information not available
"The pricing is very reasonable for what it provides. The report builder is about one grand per user... We are paying for a support contract, which is 20 percent of the price, but because the licenses are perpetual, I think the pricing is very reasonable."
"The cost is reasonable."
"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."
"The pricing is fair. The way that they have it priced is the Windward Designer has a price that's associated with it. Then, depending on the number of cores that you're looking for, that is the price that you pay. The more cores that you want, the more expensive it is."
"For what you're getting, it's an extremely good value."
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
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Top Industries

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

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business157
Midsize Enterprise81
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