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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

"One very useful feature is the IQ Bot, which is helpful in the operation of the data input process to all of their applications."
"Automation Anywhere has helped our customers' organizations speed up their processes and reduce the workload for their staff."
"Overall, I would rate Automation Anywhere a nine out of ten."
"It's a great product, timely support, and guidance."
"What I like most about Automation Anywhere is that it saves a lot of time because it rarely makes mistakes, which could have been made if we were to do that work repeatedly."
"Automation Anywhere has saved us a lot of time, money & efforts by automating our ServiceNow tickets."
"The most valuable features of Automation Anywhere are Excel, periods, database, and email action."
"The most valuable feature is the ease of use. It's very user-friendly."
"Our contracts are moving through the process, from draft to full authorization, 340 percent faster than they did last year."
"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."
"The usually the response is within one hour. The technical support will WebEx with you. I rate them as a 10 out of 10."
"We can develop any report at least five times faster.​"
"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."
"The engine being able to sit inside of our firewall is the most important feature."
"You can use Microsoft Office as your designer interface. There is very little programming. You can have nontechnical people create reports."
"From an integration perspective, they provide the code for you to easily integrate with existing applications."
"The ability for users to have design and layout control is very important because it allows them control over the design and layout of their reports, without the help of IT."
 

Cons

"There is an issue with security where users can see the values in the credential vault."
"Debugging can be particularly tricky; identifying the exact reasons for bot failures can be time-consuming."
"Automation Anywhere can be improved with respect to the user-friendliness of the interface because most of the competitors are now using a flowchart-like structure, thus making it easy for anyone to learn and study it."
"I would like more cognitive abilities, artificial intelligence, and machine learning. E.g., if I see you, your facial recognition has to be there. If I send your picture, it should tell me your name, where you are from, and when I met you because we forget people. It should have these type of capabilities."
"The product is good, no doubt about it, but we need the OCR for handwritten documents, the web-based solution, and the licensing has to be improved."
"We face issues when we need to increase volumes. Currently, it is failing for some reason, and we don't know the reason. It fails or stops, then we need to see what is going on. We have to fix that, then our developers need to rerun it. These are mostly practical challenges for our team who uses it on daily basis."
"I am looking for artificial intelligence and machine learning. I hope that they introduce them in A2019. I'm looking forward to what will be there in A2019 because that's the area that we need to go forward. We are looking for Automation Anywhere to put up their efforts to make it easier by incorporating artificial intelligence and machine learning. Along with RPA, this would make our automation journey very easy. We can bring more processes into automation, that's where I am looking for automation to focus on."
"There are a number of current tools which can be improved because they have many limitations. Like some better controls in emails, and better support for features in Excel and PDF."
"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."
"When I started a couple of years ago Windward wasn't a very stable product."
"Some drawbacks we have come across are getting the output formatting to match exactly how it is implemented within Word."
"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."
"AutoTag improvements: does not support dynamically changing headers and footers on Microsoft Office Word templates."
"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."
"They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do. That's the only reason I would hold back even that one point. I know that if I do ask for something, I'll get it. I just know that it will take some time."
"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."
"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."
 

Pricing and Cost Advice

"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."
"Talk to your manager and try to procure an automation license for training. This will allow you to train people, so you can move to automation."
"It saves me around $100,000 a year."
"I've seen the price vary by whether the client is going to scale and adopt a tool."
"Licensing costs range from $50,000 to $200,000."
"It's cheapest among the competition, although bargaining is a must."
"It's very good in terms of cost and pricing."
"In terms of monetary savings, we automated a bot in three days that has saved us $30,000 in costs."
Information not available
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"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."
"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."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"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."
"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."
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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
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