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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

"It integrates with different types of applications, so we can automate our business partners' redundant, repetitive tasks."
"The best feature of AA is the scheduling and the triggering..."
"We do plenty of manual processing every day. This is repetitive work where an employee will come and do the same task. The tool helps us to avoid those repetitive tasks and save dollars."
"It really does have a great dashboard. It has Bot Insight, it has MetaBots, and IQ Bots. It has so many features where it can read a file and loop."
"Document Automation plays a very good role for document processing."
"Automation Anywhere helps improve our organization by allowing us to automate processes that should not be manual."
"The general features, that we can automate a task that takes hours into minutes, are valuable."
"Having no restriction for any single programming language is very useful."
"Our contracts are moving through the process, from draft to full authorization, 340 percent faster than they did last year."
"The most valuable feature is the Rich Text or TinyMCE in fields. For example, you have a text field but it is not a regular text field, it is a link. Inside this link, you can copy/paste everything: images, text, and tables together. After saving this field, you can pull it into the document."
"The Windward solution was very fast to rollout, and it is proven."
"From an integration perspective, they provide the code for you to easily integrate with existing applications."
"Customer Service: As good as the product is, the customer service is even better."
"Simple and intuitive with a focus on business teams being able to support and maintain reports."
"AutoTag is valuable because it integrates with MS Word and makes it easy for our users to create template documents and reports. It allows our users to design the templates based on differing needs."
"We ended up going with Windward for the level of support we got from them during our proof of concept."
"Windward helped automate reports which otherwise would have needed IT to create and maintain."
 

Cons

"The setup is complex because there is a lot of customization."
"My opinion is that we need to have a video or tutorial on how to implement these features, as well as seeing what results to expect."
"The price has room for improvement."
"Automation Anywhere is a fantastic platform, but I rate it nine because I see one scope of improvement."
"We have been looking at processes which can easily transition into a large scale environment, where you can have cloud or hybrid model. However, being a bank, some of our processes are critical and we would like to hold those on-premise. This limits us with our usage of Automation Anywhere."
"Sometimes, while recording, the screen hangs and we are not able to perform any actions during that time."
"More and more innovation is going on, and they'll have to keep adding features to keep up with the market. They have generative AI on their platform, but that's a new part. They are working on it. It's not 100 percent foolproof, but eventually it will get better. They need to work on their AI capabilities."
"My experience has been that if the person who codes the bot is not very well-trained, then they might create unstable bots."
"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."
"It needs better support for upgrades and more control over layout of elements. Upgrades tend to break existing output. Elements do not position where expected due to insertion of blank lines and page breaks. It takes time to fix these through trial and error."
"I would like to see examples included within the Wiki information to show how each function option could be used."
"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."
"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."
"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."
"Regarding AutoTag, we do notice that when you want to refactor a little bit of your template design or when you want to implement changes, sometimes you need a lot of clicks to get the change done. For instance... it would be helpful to be able to find all the identifiers with the old name and replace them with the new name. We haven't found a way to do that with the find-replace tool. Throughout the user-interface of Windward, you need a lot of clicks to get that done."
"​The tool does not support macOS documents."
"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."
 

Pricing and Cost Advice

"Initially, they charged a premium, but now the rest of the vendors have increased their overall pricing and Automation Anywhere is not that high at this time. It's pretty viable."
"The pricing and licensing are definitely moderate to costly but easily recoverable by achieving ROI quickly."
"I would rate the price of Automation Anywhere a six out of ten, with ten being the most expensive."
"The Community Edition is a good offering from the company."
"We are interested in saving manual engineer man-hours. So far, we have saved $100,000."
"As far as costs, it depends on your use. We started with a basic department pack, which is over 10K. The additional costs depend on the scale of the engagement and how it pans out. We customize to our needs on the go."
"Automation Anywhere is competitive... Pega is somewhat comparable, but Pega also requires a lot more infrastructure and a lot more experience to get up and running."
"The setup and licensing cost is affordable, and it is not exaggerated like UiPath."
Information not available
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"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."
"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."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
"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."
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
"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."
"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."
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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
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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