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

If you’re working with document automation (docauto), be aware of the plenitude of options out there.  Windward and WebMerge are two of the most popular choices.  This is a collection of 3rd party reviews to help prospects understand the pros and cons of both solutions—and help them make the right decision for their company’s needs.

Learn More About WebMergeLearn More About WindwardLearn More About Windward

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User Ratings

When evaluating a docauto solution, you’ll want to take evaluations from your peers into consideration.  Review sites contain a great wealth of information about the pros and cons of each docauto solution, curating reviews from companies just like yours.  Don’t only 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 go find out more thoughts from companies like yours.

WebMerge

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

“Whenever I reached out for help, I was always given excellent service as well as trouble shooting tips that helped me accomplish the end result.”

Amanda C, Director

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

“Customer support and reliability is top-notch.”

Forrest C, CTP

ITCS
G2 Crowd
G2 Crowd
Capterra
G2 Crowd
Capterra
Capterra
Capterra

“I really love how WebMerge seamlessly integrates with other platforms.  On top of that, the system’s user interface is very clear and versatile.”

Elaine, Anonymous Software Employee

Capterra
Capterra
Capterra
Capterra
Capterra
FinancesOnline
G2 Crowd
G2 Crowd

“It is a very friendly and efficient tool especially when it comes to generating data flows to Word templates.”

Tanya, Anonymous Financial Services 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

“Creating longer forms can be a bit cumbersome in the Data Capture section.”

Anne S, Director

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

“It takes time to test it and to get your document to look right after a PDF conversion from Excel.”

Marta B, Nurse

ITCS
Capterra
G2 Crowd
Capterra
Capterra
Capterra
G2 Crowd
G2 Crowd

“There is a slight learning curve to using the software.  The UX can be a little confusing at times…”

Kyle S, Founder

G2 Crowd
Capterra
Capterra
Capterra
Capterra
Capterra
G2 Crowd
G2 Crowd

“I wish their customization options didn’t involve working in HTML.”

Elisa, Anonymous Newspaper 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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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.