PandaDoc vs. Windward: Comparison of Two Top Document Automation Tools

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

Our Badges

Windward Studios reviews
Windward Studios is a leader in Salesforce CRM Document Generation on G2
Windward Studios is a leader in Document Generation on G2
Users love Windward Studios on G2

User Ratings

When evaluating a docauto solution, you’ll want to take evaluations from your peers into consideration. Review sites provide a wealth of information about the pros and cons of each docauto solution, curating reviews from companies just like yours. Don’t just look at overall ratings; consider as well the individual ratings for aspects like ease of use, quality of support, and what requirements the software meets. Check out the quotes below, and find out more thoughts from companies like yours.

PandaDoc

G2 Crowd
No Documate entry
No reviews available
No available reviews
IT Central Station *
IT Central Station
No reviews available
No ActiveDocs entry
No Documate entry
No Docxpresso entry
No reviews available
No Edocgen entry
No reviews available
No WebMerge entry
No available reviews
No HotDocs entry
Capterra
No reviews available
No available reviews
FinancesOnline
No Docmosis entry
No reviews available
No ActiveDocs entry
No Documate entry
No Docxpresso entry
No reviews available
No available reviews
No XpertDoc entry
No HotDocs entry
SoftwareSuggest
No reviews available
No reviews available
No reviews available
No review available
No Documate entry
No reviews available
No reviews available
No available reviews
No reviews available
No reviews available
No available reviews
No available reviews
* This rating is for Nintex's “Workflow” product as their Document Generation product has no reviews through ITCS

Windward Studios

G2 Crowd
IT Central Station
Capterra
FinancesOnline
SoftwareSuggest

Pros

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

G2 Crowd
G2 Crowd
G2 Crowd
Capterra
Capterra
G2 Crowd
G2 Crowd
G2 Crowd
G2 Crowd

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

ITCS
G2 Crowd
G2 Crowd
Capterra
G2 Crowd
Capterra
Capterra
Capterra

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

Capterra
Capterra
Capterra
Capterra
Capterra
FinancesOnline
G2 Crowd
G2 Crowd

“I like the product’s document builder features.  The structure with the templates and content library are very useful because it allows us to change every document on specific sections.”

Amber, Anonymous Internet Sector Employee

ITCS
Capterra
Capterra
Capterra
FinancesOnline
FinancesOnline
G2 Crowd
Capterra

Pros

“Customer service and tech support has been great over the years, so we’re pretty happy. Their developers have been responsive to requests from use regarding certain features, which is really nice.”
Ben L, Head of Development
Capterra
“From an efficiency perspective, it is obviously top-notch. From an integration perspective, they provide the code for you to easily integrate with existing applications. From a business perspective, it only makes sense to use Windward as your one centralized automated reporting platform.”
Hit Mistry, VP, PSC Group
ITCS
“Low bar to learning.  Good videos online, webinars, excellent customer service and training are the strongest features.  They listen to requests for changes in a meaningful way.”
Ruby S, CEO, LandValue Solutions
G2 Crowd
“It is also great for beginners and people with no computer tech experience.  It does the legwork for you.  It is cost efficient and will save you hours of time.”
Benjamin Smith
SoftwareSuggest

Cons

“The editor is super unfriendly.  Yes there are responsive blocks for most items…but lining things up, customizing heading/text color, working with images, working with fields…are all nightmares.”

Roger L, Co-Founder, ACHIEVR

G2 Crowd
G2 Crowd
G2 Crowd
Capterra
Capterra
G2 Crowd
G2 Crowd
G2 Crowd
G2 Crowd

“Clunky interface…makes it hard for us to get work done sometimes because we’re waiting for the interface or having to move things around because they jump.  …the UX leaves a little to be desired.”

Scott B, Director

ITCS
Capterra
G2 Crowd
Capterra
Capterra
Capterra
G2 Crowd
G2 Crowd

“Unfortunately, PandaDoc does not work well with non-PDF uploads, particularly MS Word documents.”

Andrew K, COO

G2 Crowd
Capterra
Capterra
Capterra
Capterra
Capterra
G2 Crowd
G2 Crowd

“There are some formatting challenges when importing Word docs as templates and some editing challenges where fonts wouldn’t seem to format correctly.”

Sam, Anonymous Software Employee

Capterra
Capterra
Capterra
FinancesOnline
FinancesOnline
G2 Crowd
Capterra

Cons

“It has a few minor glitches like any other reporting engine in the market, but Windward has been prompt on addressing those.”
Jahedur R, Sr. Developer, July Business Services
G2 Crowd
“They’re not a gigantic company, so they just don’t have all the capital to do whatever they would want to do.”
Mike Horrocks, VP, Baker Hill
ITCS
“I wish it was part of a document processing system.”
Anonymous
FinancesOnline
“Only integrates with MS Office.”
Taylor Skidmore
SoftwareSuggest

Further Reading

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Our Ratings

PandaDoc vs. Windward: Comparison of Two Top Document Automation Tools

Windward Studios is a leader in Document Generation on G2
Windward Studios is a leader in Salesforce CRM Document Generation on G2
Windward Studios is a leader in Salesforce CRM Document Generation on G2
Windward Studios is a leader in Salesforce CRM Document Generation on G2

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

User Ratings

When evaluating a docauto solution, you’ll want to take evaluations from your peers into consideration. Review sites provide a wealth of information about the pros and cons of each docauto solution, curating reviews from companies just like yours. Don’t just look at overall ratings; consider as well the individual ratings for aspects like ease of use, quality of support, and what requirements the software meets. Check out the quotes below, and find out more thoughts from companies like yours.

Reviewers on G2 Crowd rate Windward on the following metrics:
9.1/10
Meets Requirements
8.5/10
Ease of Use
8.5/10
Ease of Setup
9.1/10
Ease of Admin
9.3/10
Quality of Support
9.3/10
Ease of Doing Business With
9.2/10
Product Direction

User Reviews

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

“I like the product’s document builder features.  The structure with the templates and content library are very useful because it allows us to change every document on specific sections.”

Amber, Anonymous Internet Sector Employee

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

Companies that Windward is trusted by including CodeObjects, Axe, Byggeweb, LeBlanc's Food Stores and King Rose Construction

User Reviews

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

“I like the product’s document builder features.  The structure with the templates and content library are very useful because it allows us to change every document on specific sections.”

Amber, Anonymous Internet Sector Employee

Check Out Windward's Reviews on Featured Customers

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

Reviewers on FinancesOnline rate Windward on the following metrics:
5/5
Overall Impression
4/5
Customer Support
5/5
Value for Money
4/5
Ease of Use

User Ratings

When evaluating a docauto solution, you’ll want to take evaluations from your peers into consideration. Review sites provide a wealth of information about the pros and cons of each docauto solution, curating reviews from companies just like yours. Don’t just look at overall ratings; consider as well the individual ratings for aspects like ease of use, quality of support, and what requirements the software meets. Check out the quotes below, and find out more thoughts from companies like yours.

User Reviews

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

Check Out Windward's Reviews on FinancesOnline

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

User Ratings

When evaluating a docauto solution, you’ll want to take evaluations from your peers into consideration. Review sites provide a wealth of information about the pros and cons of each docauto solution, curating reviews from companies just like yours. Don’t just look at overall ratings; consider as well the individual ratings for aspects like ease of use, quality of support, and what requirements the software meets. Check out the quotes below, and find out more thoughts from companies like yours.

Reviewers on SoftwareSuggest rate Windward on the following metrics:
4.4/5
Feature
4.8/5
Ease of Use
4.9/5
Value for Money
4.9/5
Customer Support

User Reviews

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

Check Out Windward's Reviews on SoftwareSuggest

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

Reviewers on Capterra rate Windward on the following metrics:
4.5/5
Ease of Use
5/5
Customer Support
4.5/5
Features & Functionality
4.5/5
Value for Money

User Reviews

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

10/10 Likelihood to Recommend

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

9/10 Likelihood to Recommend

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

10/10 Likelihood to Recommend

“I like the product’s document builder features.  The structure with the templates and content library are very useful because it allows us to change every document on specific sections.”

Amber, Anonymous Internet Sector Employee

10/10 Likelihood to Recommend
Windward Studios reviews

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and PandaDoc are two of the most popular choices that companies consider when selecting their tool. Below, we’ve gathered a collection of 3rd party reviews to help you understand the pros and cons of both solutions—and help you make the right decision for your company’s needs.

User Ratings

When evaluating a docauto solution, you’ll want to take evaluations from your peers into consideration. Review sites provide a wealth of information about the pros and cons of each docauto solution, curating reviews from companies just like yours. Don’t just look at overall ratings; consider as well the individual ratings for aspects like ease of use, quality of support, and what requirements the software meets. Check out the quotes below, and find out more thoughts from companies like yours.

Ranking of the best document generation tools & software in 2019 with Windward at first, Docmosis at second, and SpringCM at third

User Reviews

“PandaDoc has a large capacity, so the number of documents with which you can work is quite high.”

Jose P, Sales, Kool Smiles

“I recommend PandaDoc to anyone who has a high volume of work.  …They are also super helpful getting a new user set up.”

Jared H, Director, Blue Ribbon Transport

“PandaDoc saves a lot of time in the process of creating documents.”

Jacod S, Supervisor

“I like the product’s document builder features.  The structure with the templates and content library are very useful because it allows us to change every document on specific sections.”

Amber, Anonymous Internet Sector Employee

Contact Us for More Information

Our Ratings

G2 Crowd
IT Central Station
Capterra
SoftwareSuggest
FinancesOnline
Featured Customers

For over 10 years, Windward has lead the industry with our world-class document generation platform that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. Proudly located in Boulder, Colorado, Windward Studios is the premier solution for developers and business users adding reporting and document generation capabilities to their applications in over 70 countries around the world.

© 2019 Windward Studios Inc.