Formstack Documents vs. Windward Core

[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.

Incentivized

AutoTag is a brilliant solution for less complex reports where native Microsoft Office output is required. This is where AutoTag really shines. It's also appropriate in situations where our customers want to develop and maintain their own reports but don't necessarily want to commit an experienced data person or report developer to do the work. For complex report requirements that need JavaScript or considerable data manipulation inside the report templates, we will continue to look at other tools in our kit.

Incentivized

• It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
• It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
• It has several integrations partners in the fields of E Signature and Forms.

Incentivized

• AutoTag can easily be connected to virtually any data source. The wizard walks you through all the needed steps. This is very helpful in getting reports from multiple sources or departments.
• WindWard has put together a Wiki based user guide and has the best tech support I have ever worked with. For the rare occasions that we get stuck trying to convert a report the help is plentiful.
• AutoTag is built within the Office suite and is therefore able to leverage all the familiar features. This is very useful when you need to make reports useful and appealing.

• If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
• Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
• I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.

Incentivized

• It would be very helpful if it was possible for tag logic to handle an array of data. Without it, the syntax can become very verbose when there are multiple logical conditions to check.
• Most tags are only built to handle a single piece of data so it can be a little confusing when a query only appears to return 1 record.

Incentivized

Ease of use, nice functionality that saves time

For the most part, the Windward report designer is intuitive for our users; but there are a few areas where it is less intuitive. In these cases, our users need to search Windwards support wiki site, or even contact their support technicians. This can also be due to the short time we've had Windward and our lack of knowledge.

Incentivized

Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

Incentivized

Support is something they take pride in. Once an issue is raised, they are quick to respond and provide details on a fix. No complaints on support here.

Formstack Documents [(formerly WebMerge)] has better overall integration with third-party integrators at a very competitive cost. That allowed us to have a broader range of choices than something like SharePoint at a better cost point than something like DocuSign. It was simple to implement, flexible, and gave us what we needed without a lot of extra fuss.

Incentivized

Prior to Windward, we were using an HTML to PDF conversion for our reporting solution. It required substantial development to create and modify our reports and the styling was never up to our standards. Windward has certainly helped decrease our time in developing and modifying reports and has also helped us greatly improve the styling of them as well.

Incentivized

• Formstack was an absolute necessity for us and during our busy season, it saves our client team approx. 15 hours a week. This is MASSIVE and allows us to take on more clients.
• Formstack wasn't crazy intensive to set up timewise, but it took a team member a day to set up and a few days of testing. Once it was set, we have no reason to look back unless we want to add something on.

Incentivized

• As a fully integrated solution, the ROI is impacted when a client gets stickier with our solution because they see the benefit of Windward.
• Support has been fantastic for our development team so that as we integrate the solutions we have a clear and clean design.

Incentivized