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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
640
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 (1st), 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 (3rd)
Windward Core
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Reporting (20th), Document Generation Tools (2nd)
 

Mindshare comparison

Contract Management Software Mindshare Distribution
ProductMindshare (%)
DocuSign CLM5.7%
Agiloft Contract Lifecycle Managment (CLM)5.7%
SAP Ariba Contracts4.5%
Other84.1%
Contract Management Software
Document Generation Tools Mindshare Distribution
ProductMindshare (%)
Windward Core14.6%
Docmosis14.2%
CA Easytrieve Report Generator7.0%
Other64.2%
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

"The whole suite of RPA modules that they have is very good. They have three environments in which you can do your automation. You have development, staging, and production environments. These are run by licenses as well, which is very good. There are a lot of ways of automating processes with this application."
"Automation Anywhere (AA) is really fast on the development side. It's an efficient and intelligent RPA tool, with a good engine and good connectors."
"I definitely find that it has helped increase productivity."
"The simplicity of the tool is a plus point, as it does not require one to be from coding background to work on it."
"RPA platform with a good accuracy rate, variable management, and OCR feature. It has a straightforward setup."
"We've noticed time savings of up to 40 minutes, based on wait time and verification delays."
"The features of Automation Anywhere improve my company by making deployment and maintenance of our automations a smoother process overall."
"With IQ Bot, we can now include cognitive automation into our process. The cognitive document processing is pretty good with IQ Bot."
"Our contracts are moving through the process, from draft to full authorization, 340 percent faster than they did last year."
"Thanks to Windward, our documents need very few tweaks and are usually "customer-ready" right out of the box."
"For me so far the Windward document generation software is the preferred solution for creating documents."
"With Windward, it's the full package; it's a piece of software that solves immediate business needs and it's a business partner I can trust."
"Technical support is ​very good. They reply immediately and follow-up with any questions.​"
"One of the things they added in the last two or three years is PODs, Portable Object Doclets. One of our clients said they wanted to use PODs. They're a good way to make some constructs modular and keep things in one place."
"Overall, we don't have any problems with Windward, and that's why we've had it for eight years; otherwise, we would have changed it."
"The ability for users to have design and layout control is also critically important. Without this ability, procuring report designs would represent a huge bottleneck. Report design tools also enable upsell opportunities for customized reports, with quick turnaround times."
"​A useful, ​easy to use product, which has a lot of features for designing reports."
 

Cons

"We will be running error handling for 8,000 process and the system will fail."
"In the debugging mode, it writes all the logs to text files, but it doesn't ever clean them up. We had one that got to 200K, and it bogged our whole machine down. We couldn't figure out what was going on until we found out that we had a 200K file sitting out there. We would like some sort of maintenance on the log files going forward."
"Technical support needs to be worked on as the turnaround time can be around a week, even though we are just using the solution on a pilot basis. We are working in real-time with realistic data. While the process of a logging a ticket is good, the process from logging a ticket to closure needs faster support time."
"The installation piece was sort of complicated because we are new to the business. We are new to installing Automation Anywhere services and the services that they are providing. So, we are sort of expected some kind of installation engineer to come onto our premises and provide the support, rather than remotely."
"The goal of any automation is to provide efficiencies... I would like a default feature where each bot gives us data on all the benefits it provides from its process."
"We've had a lot of issues with the installation and performance on a variety of computers, onshore and offshore. Our network bounds multiple domains, and we've had issues there, as well. So, we are looking forward to the web-based development versions."
"Technical support needs to be much faster."
"It could be improved in terms of the global analysis of all the issues caused by the dependency components. For example, if bots are running on virtual machines on Microsoft Windows 2019, sometimes an issue might come from the virtual machine. Automation Anywhere should work closely with Microsoft or any other editor with which there are some issues occurring and stopping the bots from running properly."
"The redline function isn’t sufficiently robust. Our clients struggle with the tool during negotiation."
"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."
"They should add a document distribution solution on top of the document generation capability. It should allow us to send the generated document to a certain recipient (e.g. customer contact’s email address) based on a business-rules management system. That system would allow the end-user to manage a relationship between a document template and its recipient."
"They should add a document distribution solution on top of the document generation capability."
"It would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities."
"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 is software, so there are always times where things don't work. Most of the time issues happen when trying to move to a new version. There might be problems with reports that were created in an older version, so either we have to make a tweak to the templates or we report it to them and get them to make an adjustment to their software."
"A lot of clients who want to use this don't have the technical background for the SQL portion of gathering the data. If Windward were to make a more user-friendly SQL extract front-end, that would help a lot of clients to leverage the application a lot more."
"It would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities. We went through a lot of scenarios to get something that is scalable. An ideal AWS-package server setup could have saved us a lot of time. But I understand this is very company specific."
"One thing that frustrated us a little bit is that we have to use the Office PDF generation, because the native PDF generation is always slightly different compared to the one in Office. The formatting is just a little bit off here and there... This means that we need to have Office installed on the server to be able to generate these documents via API."
 

Pricing and Cost Advice

"AA comes at a more affordable price than the other tools."
"Automation Anywhere's price is considerably better than UiPath's."
"It is cost-efficient in terms of licensing. I found their support good when I was working for the airline client. However, I hear from my managers here that the support price for Tier 3 or premium is a little higher. That is why we are not going for Automation Anywhere. Its price was okay for our client, but for us, it seems expensive."
"It's a bit expensive compared to other RPA tools on the market."
"It is subscription-based. They have different schemes. The price depends on how you negotiate with the local partner or local representative in your country."
"Roughly, as of today, it is around $250,000 annually."
"The control room access gives the ability to create different roles, which helps when purchasing additional licensing."
"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."
Information not available
"I can't advise anybody about pricing and licensing, but it was competitive. A lot of things we did look at were all volume-based, so it was a case of you buy a license to generate this many reports a year, and that's not something that I'm particularly interested in because it doesn't give you any idea - if we have future growth, or if we have a lean year - for budgeting reasons it's more difficult. With Windward it's a straight out license fee, whether we generate one page or we generate a million, it makes no difference."
"From my experience in this field, the product is reasonably priced, at least with the RESTful engine implementation. It's definitely not a cheap option. People say, "That's a fair amount of money to pay for a document generation tool." At the same time, you do get good functionality and the support is good."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"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."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
"For what you're getting, it's an extremely good value."
"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 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."
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Top Industries

By visitors reading reviews
Financial Services Firm
18%
Manufacturing Company
11%
Construction Company
11%
Computer Software Company
7%
Manufacturing Company
14%
Financial Services Firm
11%
Healthcare Company
9%
Construction Company
9%
Marketing Services Firm
12%
Manufacturing Company
12%
Financial Services Firm
11%
Construction Company
10%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business154
Midsize Enterprise82
Large Enterprise536
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
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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