XpertDoc 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 XpertDoc 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.

XpertDoc

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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

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

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

ITCS
G2 Crowd
G2 Crowd
Capterra
G2 Crowd
Capterra
Capterra
Capterra

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

Capterra
Capterra
Capterra
Capterra
Capterra
FinancesOnline
G2 Crowd
G2 Crowd

“XpertDoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers…”

Anonymous Consultant, Insurance

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

“Complexity of setup.  Requires some VB Scripting to successfully use which requires us to engage IT for every update.”

Michael M, Manager, WAUSAU

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

“…navigation and management of libraries could be improved.”

Cait M, Supervisor

ITCS
Capterra
G2 Crowd
Capterra
Capterra
Capterra
G2 Crowd
G2 Crowd

“Sometimes the speed is frustrating.”

Anonymous Executive, Machinery Industry

G2 Crowd
Capterra
Capterra
Capterra
Capterra
Capterra
G2 Crowd
G2 Crowd

“Need to have more verbose and better error messages to understand what went wrong at the server.”

Anonymous Consultant, Info Services Industry

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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Contact Us for More Information

Our Ratings

XpertDoc 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 XpertDoc 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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

“XpertDoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers…”

Anonymous Consultant, Insurance

If you’re working with document automation (docauto), it’s helpful to familiarize yourself with the options out there. Windward and XpertDoc 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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

“XpertDoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers…”

Anonymous Consultant, Insurance

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 XpertDoc 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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

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 XpertDoc 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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

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 XpertDoc 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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

10/10 Likelihood to Recommend

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

9/10 Likelihood to Recommend

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

10/10 Likelihood to Recommend

“XpertDoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers…”

Anonymous Consultant, Insurance

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 XpertDoc 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

“…one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution.”

Cait M, Supervisor

“Support has been fantastic and working with XpertDoc is painless.”

Josh D, Manager

“Develop good looking documents and integrates with existing software.”

Anonymous Executive, Machinery Industry

“XpertDoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers…”

Anonymous Consultant, Insurance

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.