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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

"So far, the organization has 20+ bots, which has generated more than $50K of ROI."
"It has definitely helped automating a lot of processes, but it is very difficult to build resilient bots. It is very difficult to find skilled developers in the market, who actually build resilient bots with appropriate error handling. Maintaining the bots is another challenge as the applications keep changing."
"It is easy and simple to use with its drag and drop functionality."
"This RPA tool is a leader in the market, and I have had a very good experience working with Automation Anywhere."
"I like the new GenAI and Automation Co-Pilot, which is something like attended automation."
"We use AA Client, Bot runners, Control room, IQ Bot, Bot insights. With the AA Client, we are able to automate almost all kinds of automation requirements without any big challenges. We found the availability of the number of commands provided by AA is really helpful to do automation within a small time frame."
"The integration of RPA bots with other processes and documents is good. We don't have any issues there. We could have more connectors, but it's fine. I have used it for SAP and for direct API-to-API, and that went well."
"The marketing automation software provides easy workflow creation and management."
"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 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."
"For the designer we use AutoTag which is a Microsoft Word plugin. In general, it's easy to use, it doesn't have a very steep learning curve. It's not difficult, for people who know Microsoft Office well, to start using the AutoTag tool... It feels just like you're in a Microsoft Office environment with some extra functionality."
"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 usually the response is within one hour. The technical support will WebEx with you. I rate them as a 10 out of 10."
"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."
"The integration with MS Office is an advantage, creating a better user experience."
"Thanks to Windward, our documents need very few tweaks and are usually "customer-ready" right out of the box."
 

Cons

"I want the tool to be more stabilized. After three or four hours, the navigation keeps changing. We will be running error handling for 8,000 process and the system will fail. We need it to be more stable."
"Automation Anywhere is one of the least stable RPA tools out of the top five RPA solutions."
"As we expand our components of the Automation Anywhere platform that we utilize, we need better connections between them."
"My experience with the pricing, setup cost, and licensing is mixed. It is somewhere in between, not the most cost-efficient but also not the highest cost, so it can be better."
"Currently, Automation Anywhere's debugging functionality is minimal."
"It needs to have more options for integrating with other tools."
"I just came to understand that there is a cloud attached to it. I would like to see how the cloud is going to work, because every application is coming out with a cloud version. If you are not on-premise, then you will need to have Citrix automation."
"When we need to upgrade the bot version for various applications like SAP, the compatibility issues could be easier to resolve. The financial team is using version 5 or 6, but the automation engineer recommends only version 6 because it is more compatible. I think Automation Anywhere could handle these compatibility issues better."
"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 would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities."
"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."
"Autotag can be a little confusing for new users, however doing the training webinars will get them on their feet in no time."
"I'm still working in Office 2016, and we have had some issues, but Windward is very quick to react when there is a problem. We are also going to switch over to Office 365 and that will solve a few of the problems."
"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."
"Requires some work on page numbers (footer) in Word, as it places the page number in the center, when output in PDF page number is more to right than center."
"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."
"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."
 

Pricing and Cost Advice

"In terms of monetary savings, we automated a bot in three days that has saved us $30,000 in costs."
"One of the things that will be good for the community will be to get the free version to download, which came out just a month ago called Community Edition. So, you can actually download it and try it for yourself."
"I am not involved in the pricing, but based on what I hear from our central RPA team, it is not very expensive; it is also not cheap. Its price is in the midrange."
"They're very flexible around pricing and licensing."
"The cost of Automation Anywhere is high in Turkey due to the weak economy."
"Our pricing a year ago was $600 per license."
"Additional costs will be for the machines and the number of machines that you are using. You can deploy virtually as well as on physical machines. In both the situations, you do need to allocate a certain budget for securing the machines and where the software will be installed and running. The machines cannot be used for anything else, because only a certain bot can run at a certain time. You need to be very particular about your scheduling of running the bots, and while the bot is running nobody can use the machine. You cannot have an agent working on a machine and the bot running in the background. It has to be completely dedicated. Then there are the network bandwidth requirements and space requirements, which are additional costs apart from the licensing and software costs. The developer is also going to charge you for their coding time too."
"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."
Information not available
"For what you're getting, it's an extremely good value."
"Pricing is something I complain about. Production pricing is okay, but for a testing environment the pricing looks a bit high to me."
"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."
"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."
"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."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
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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