DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
$15
per month
Windward Core
Score 9.1 out of 10
Enterprise companies (1,001+ employees)
Windward’s low-code document generation solution embeds into any application, enabling users to populate data-smart documents within the familiar landscape of Microsoft Office. It's a solution from PDFTron since the April 2021 acquisition.
$19
Per User, Per Month (10 user minimum)*
Pricing
DocuSign
Windward Core
Editions & Modules
Personal
$15
per month
Real Starter
$15
per month
DocuSign for Realtors
$35
per month
Standard
$40
per month
Business Pro
$60
per month
Advanced Solutions
Custom Pricing
Windward Hub Standard
$19.00
Per User, Per Month (10 user minimum)*
Windward Hub Premium
$49.00
Per User, Per Month (10 user minimum)*
Windward Core Pro
$547.00
per month*
Windward Core Flex
$605.00
per month*
Windward Hub Enterprise
Custom Pricing
Offerings
Pricing Offerings
DocuSign
Windward Core
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
*Pay annually: 15% discount
10% discount for quarterly payment of Windward Core.
I am going to speak of a personal experience- on multiple occasions: I need my husband to sign documents during the day and I don't need him here- physically. He sometimes works in different parts of the state as well at his own company. There is no problem at all, as long as he has access to his cell phone, email, and cell phone service- he can sign the documents I need him to. It is AMAZING- I can't speak highly enough of Docusign.
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.
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.
You have to purchase a subscription and unless you really need to originate a lot of documents, it's not cost-effective to maintain the subscription. It would be better to have a subscription that allows you to purchase a bundle of say, ten documents and then use them as needed for the occasional user.
You'll be hard-pressed to find anything negative from users other than the price.
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.
The product is a great tool for a remote workforce. As the company gets bigger, adding users to the account can be rather expensive. We considering providing read/sign only access for certain individuals and providing full access to other users as necessary to reduce costs.
As an Administrator of the system, its ease of configuration and the guidance around doing it is second to none. The screens are broken down into manageable segments and easy to navigate to the area that needs to be looked at. Our Process Delivery teams, after initial training are using the system without any problems and find it easy to operation. We get minimal if any, requests for support.
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.
I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours
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.
Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.
Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.
Adobe Acrobat Sign is less user-friendly and more suited to small scopes, or one-off documents. It lacks the use of templates that DocuSign has, which is what ultimately streamlines and delivers the consistency and efficiencies for the business.
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.
