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The total ranking of a product, represented by the bar length, is based on a weighted aggregate score. The score is calculated as follows: The product with the highest count in each area gets the highest available score. (20 points for Reviews; 16 points for Views, Comparisons, and Followers.) Every other product gets assigned points based on its total in proportion to the #1 product in that area. For example, if a product has 80% of the number of reviews compared to the product with the most reviews then the product's score for reviews would be 20% (weighting factor) * 80% = 16. For Average Rating, the maximum score is 32 points awarded linearly based on our rating scale of 1-10. If a product has fewer than ten reviews, the point contribution for Average Rating is reduced (one-third reduction in points for products with 5-9 reviews; two-thirds reduction for products with fewer than five reviews). Reviews that are more than 24 months old, as well as those written by resellers, are completely excluded from the ranking algorithm.
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Document Generation Tools Reviews

Read reviews of Document Generation Tools that are trending in the IT Central Station community:
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Windward
6c43092b 1998 41d5 8a30 59d9dc674e8d avatar
Real User
SVP, Product Development and Quality Assurance at a tech vendor with 11-50 employees
Mar 15 2018

What is most valuable?

The fact that it uses Microsoft Word and Microsoft Excel as base templates, so when you generate, it's easy for clients to upgrade, and maintain, and generate out either a PDF or an actual Excel spreadsheet. The ability for users to have... more»

How has it helped my organization?

This is a tough question, because we are a software vendor, and we use it as an add-on to our software to write the reports for it. It's improved our software, but it hasn't really improved our company. Of course, we use our own software to... more»

What needs improvement?

It is a very good product. It does everything we need it to do. The only thing I can think of, that we'd like it to do, would be the ability to "burst out" reports, meaning one section of a report could be sent out as an email to a manager of... more»
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Windward
2340f5e3 15d3 4fd3 bce9 e45ed6828945 avatar
Real User
Co-Owner
Mar 15 2018

What is most valuable?

The two features that I like the best are the ability to generate Word and Excel documents, and the ability to create my templates directly inside those software sets. It's absolutely critical for me as a user to have design and layout... more»

How has it helped my organization?

It's tough to give you an example of how it's improved things, because I really wasn't doing anything of this nature prior to implementing the solution. So it's hard for me to give you an example of that. I can say that, in implementing this... more»

What needs improvement?

There are some - and they've made some positive changes to this already - but there is always room for improvement in the speed, especially with the complex, multi-line Excel spreadsheets. They made some improvements in the last version that... more»

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Bca6509af961473876ab6ce5e8380b32 400x400
Windward
Anonymous avatar x80
Real User
Information Technology Manager at a healthcare company with 51-200 employees
Feb 25 2018

What is most valuable?

When it came down to the crunch, all the products we evaluated generate reports and were pretty easy to use. The support from Windward was one of the primary considerations. Even though we're based in Australia we did get good support for... more»

How has it helped my organization?

It really hasn't improved our organization at all. We had a report-generator before, we have a report-generator now. It just means we're on a supported platform. Whereas before we were running services on something that we didn't actually... more»

What needs improvement?

It's pretty early stages. We haven't got any constructive feedback yet.
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Docmosis
4b5759a4 d6e7 4039 98c6 30502da8f0a7 avatar
Real User
VP Engineering at LeaseAccelerator
Jun 08 2016

What is most valuable?

Auditability is a huge part of what we do. Part of that is generating an auditable track record that documents any decisions made along the way. All of the audit documents, all of the competitive sourcing documents, such as RFP, lease versus buy, proposals, and in some cases contract documents are generated out of LeaseAccelerator using Docmosis. The number one... more»

What needs improvement?

We've already briefly spoken with Docmosis, and we'll be pursuing this more - we are looking to take our intra-application monitoring to the next level. Really, we've embraced the DevOps philosophy and are trying to improve the monitoring, so it's not just your traditional up/down type monitoring but it's a more holistic system load, degeneration – where it may... more»
98c25d1a fa14 489e b2c7 213335fa2195 avatar
Reseller
Senior Solutions Consultant at a tech services company with 51-200 employees
Apr 18 2018

What is most valuable?

As a workflow automation solution, being able to route, approve and manage content is one of the few areas in SharePoint where there is a true ROI. Provides the ability to automate SharePoint processes (building sites, lists, updating... more»

How has it helped my organization?

In some instances, workflows I’ve built for customers have transformed the business, saving significant time and costs compared to manual, legacy processes. In several instances the savings have been enough to provide the ROI for SharePoint... more»

What needs improvement?

* Built-in reporting on-prem is limited and clunky at best. * Integration can be fairly technical, and often business rules inhibit product capabilities or force a developer to consider alternate methods for integration. * Hawkeye is emerging... more»
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Windward
439bfafb 9671 40ff b3a1 74b5995ea29c avatar
Real User
Product Management & Owner at a financial services firm with 11-50 employees
Feb 26 2018

What is most valuable?

The engine being able to sit inside of our firewall is the most important feature. The design tool, with all of its features and sample output fidelity tests, and being able to work with JSON data and output PDF and HTML, were also both... more»

How has it helped my organization?

It completely offloaded a needed component of our platform, providing tools that we would have had to develop internally. We didn't need to reinvent the wheel for a part our business that is ancillary.

What needs improvement?

It would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities. We went through a lot of scenarios to get something that is scalable. An ideal AWS-package server setup could have saved us a lot of time. But I... more»
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Windward
Anonymous avatar x80
Real User
COO/VP Operations & Software Exec at a tech services company with 51-200 employees
Mar 13 2018

What is most valuable?

The ability for it to be integrated into our software solution and the AutoTag tool that allows us to quite quickly create and update the templates themselves. Also, the ability for users to have design and layout control is very important... more»

How has it helped my organization?

It's hard for me to say because we've had this product ever since we started our solution. We really could not have started our business, quite honestly, without a document generation engine like Windward. We couldn't have done it without it.

What needs improvement?

We've been working with Windward and the executives over there over a number of years and they've been quite flexible and helpful with all of our challenges. If I were to think of one thing - and this is really an opportunity, not something... more»
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Windward
Anonymous avatar x80
Consultant
IT implementation consultant at a tech services company with 51-200 employees
Apr 25 2018

What is most valuable?

Template editing in Microsoft Word. Government projects are mainly through tenders. By indicating in the tender that the government will be able to edit documents in MS Word, we have a big advantage. Governments no longer want to be locked in through technology, and want more and more control on their side.

How has it helped my organization?

Before, PDF documents were generated through a very technical process with XSLT. We hardly had XSLT specialists available and they were generally not the strongest in business acumen. Now, our business analyst/UX designer designs the documents.
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Windward
E5e47c25 ad39 458a b97a e11e18fed670 avatar
Real User
Web Specialist
Mar 06 2018

What is most valuable?

AutoTag, because it integrates with MS Word and makes it easy for our users to create template documents and reports. We have multiple banks using our system, and they all have different formatting needs. AutoTag allows our users to design... more»

How has it helped my organization?

The templates used to have to be filled out individually for each file. We currently have over 5000 files active in our system, so this saves the user a lot of time.

What needs improvement?

I do not have enough experience with it to give an accurate answer. It works great compared to what he had, and the support we have received has been fantastic. One thing I haven't found a way around so far: Is there any way to avoid AutoTag... more»
2597fc3f d652 43e4 ad63 7812f187710a avatar
Real User
SharePoint Solutions Architect at a tech services company with 1,001-5,000 employees
Apr 26 2018

What is most valuable?

The Vizio-style designer that runs in the browser is, to me, by far the most valuable feature of the solution. It means that the customer doesn’t have to install any client tools to create powerful workflows. Another feature that is very... more»

How has it helped my organization?

The biggest improvement to the organizations that I work with is that it allows the users to reduce, if not eliminate completely, the amount of human interaction, for both complex as well as simple business processes. This allows the users... more»

What needs improvement?

While Nintex Workflow has pretty robust troubleshooting abilities, I think that improving the default logging and notifications would be helpful. Many times we work with clients that have started a workflow, but find that it doesn’t work as... more»
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Windward
4837e73c f1b8 419e 9f09 a851692ef3e4 avatar
Real User
Business Technology Analyst
Feb 27 2018

What is most valuable?

I think it is a very flexible tool, that is one reason it is valuable for us. But the graphics and pictures in the reports are the most important. The ability for users to have design and layout control is also very important for us. This is... more»

How has it helped my organization?

As of now we don't have a lot of experience with this tool because we have only been using it for one month. So we haven't made much progress, as an organization, with it yet.

What needs improvement?

Maybe just one thing: We would like to shrink these reports into one page, because there is a lot of free space on one page, but we cannot shrink it into the one page to be shorter. This is one thing we would like to change.
Bca6509af961473876ab6ce5e8380b32 400x400
Windward
Anonymous avatar x80
Real User
.Net Developer - Data Analyst
Mar 06 2018

What is most valuable?

Creating dynamic table of contents (TOC) based on dynamic data in different reports. We have different reports generated by users. After generating the report, the user will modify it and add some pages to it. Thus, we need to be able to... more»

How has it helped my organization?

It saves our time in designing reports. It creates better layouts and performance. We already have more than 20 templates. We output PDF and Word formats.

What needs improvement?

The tool does not support macOS documents. AutoTag generates only Microsoft Office docs. If you try to generate a report on the macOS, you will get error. You can open a saved report on macOS but you can’t generate it directly on macOS. I... more»
Bca6509af961473876ab6ce5e8380b32 400x400
Windward
Anonymous avatar x80
Real User
COO at a tech services company with 11-50 employees
Mar 07 2018

What is most valuable?

Managing templates through MS Word, as non technical users can manage output. Also, it is very important from a sales point of view for users to have design and layout control, as our clients don’t want to be locked into relying on technical... more»

How has it helped my organization?

It means we can let our clients maintain the templates directly, without our involvement. Previously, it was very messy and clients were not happy with the costs of maintaining and updating templates.

What needs improvement?

It needs better support for upgrades and more control over layout of elements. Upgrades tend to break existing output. Elements do not position where expected due to insertion of blank lines and page breaks. It takes time to fix these through... more»
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Docmosis
9d0ef1c2 7316 4802 8aa4 f570064619f3 avatar
Real User
Database Team Lead at a tech services company with 51-200 employees
Apr 26 2018

What is most valuable?

Compared to the original report-generating software, creation of templates in Docmosis - which can be as simple as a Word document - is the biggest plus for Docmosis. There is flexibility in laying out tables that is akin to UI front-end... more»

How has it helped my organization?

Since our initial development, this feature has required very little maintenance. And when changes are requested, it is rather easy to change a Word document template and new staff can be quickly trained to modify a report. A new report’s... more»

What needs improvement?

The challenge in usage when we developed the reports four years ago was the limited logic that can be applied to manipulate and display data. That functionality was largely transferred over to the database layer in creating the data output... more»
Bca6509af961473876ab6ce5e8380b32 400x400
Windward
Anonymous avatar x80
Real User
IT Manager Applications with 1,001-5,000 employees
Mar 07 2018

What is most valuable?

The integration with MS Office is an advantage, creating a better user experience. In addition, the ability for users to have design and layout control is very important because it allows them control over the design and layout of their... more»

How has it helped my organization?

End users receive the reports they dreamed of.

What needs improvement?

They should add a document distribution solution on top of the document generation capability. It should allow us to send the generated document to a certain recipient (e.g. customer contact’s email address) based on a business-rules... more»
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Windward
Anonymous avatar x80
Real User
CTO and EVP
Mar 06 2018

What is most valuable?

PDF and Word reports are so easy to create. It is very important for users to have design and layout control. We create a lot of custom reports for our customers, so flexible and ease of use are critical.

How has it helped my organization?

We can develop any report at least five times faster. We only have four templates right now. We are planning to create 40 more. Most of our reports are operational reports. Output performance is very important. We output PDF and Word formats.... more»

What needs improvement?

AutoTag needs to be web-based, so our customers can create reports from our web.
Bca6509af961473876ab6ce5e8380b32 400x400
Windward
04dcc7dd 7cfa 4c36 8b92 e0f97cb911c9 avatar
Real User
Junior Data Systems Analyst at a recruiting/HR firm with 51-200 employees
Dec 01 2016

What is most valuable?

The template designer is by far the best feature within Windward Autotag. You build the reports in the Microsoft Applications that you already know, and simply add tags which draw the data in where you need it. The learning curve is very low... more»

How has it helped my organization?

Previously we were running reports from SQL Queries and formatting the outputs in Powerpoint Presentations, Word Documents or Excel Spreadsheets. Due to large growth our reporting needs both externally and internally were taking too much time... more»

What needs improvement?

As Autotag constantly upgrades it does more post processing on the documents. It is still lightning fast for most reporting needs, however for some of the more complex reporting we have noticed a small slow down over previous versions.
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Windward
C7694b26 818f 440f 844b f8ed7490abe1 avatar
Real User
Head of development at a tech vendor
Jul 05 2016

What is most valuable?

The ability to generate a template from an MS Office application is invaluable, it makes things far easier.

How has it helped my organization?

Since we moved from using a self-built reporting engine to a hybrid engine which uses the Windward solution as it's primary reporting engine (some reports still have to be done the old way unfortunately, but that's the nature of our... more»

What needs improvement?

Autotag can be a little confusing for new users, however doing the training webinars will get them on their feet in no time.
Bca6509af961473876ab6ce5e8380b32 400x400
Windward
B70e77b8 0bd3 46a0 848f 910cf0469bc7 avatar
Real User
Information Analyst at a healthcare company with 51-200 employees
Sep 15 2016

What is most valuable?

* Ease of use and design reporting templates is straightforward with usage of standard MicrosoftWord package. * Does not require user a huge amount of time to learn all features and how to use a tool with MS package. * Easily pulls out data... more»

How has it helped my organization?

Reduced time in creating reports, as previously used MS Excel to manually create all reports

What needs improvement?

* Requires some work on page numbers (footer) in Word, as it places the page number in the center, when output in PDF page number is more to right than center. * Outputting in PDF needs to be like for like with Word. * Does not supporting... more»
Bca6509af961473876ab6ce5e8380b32 400x400
Windward
582225be 3de4 4aef b339 a02ed698dca2 avatar
Consultant
Sr. Consultant at a tech services company with 51-200 employees
Jul 10 2016

What is most valuable?

We use AutoTag designer to build reports as well as formatted Word templates for clients that need to send out different information based off of personal. This tool is great for tagging documents from different data sources such as XML, SQL,... more»

How has it helped my organization?

Streamlined the process of quickly producing letters for our clients business that helped in getting patients what they needed quickly from their physicians.

What needs improvement?

Some drawbacks we have come across are getting the output formatting to match exactly how it is implemented within Word. Not to the fault of AutoTag itself, but PDF output seems to display differently than Word output. Even with this slight... more»

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