Windward Studios Review

There is a feature to create "PODs" for data points that you will be using over and over again


What is our primary use case?

Windward AutoTag is an add-in for Microsoft Word and other products. We use AutoTag to pull in data from our software to create standard documents for all clients, and customized ones as needed.

How has it helped my organization?

This solution allows our clients to create their own custom documents on the fly. It allows clients to tweak our standard document templates to meet their needs. We didn't have this feature in the past.

What is most valuable?

It is very user-friendly, and the wizard and equation options. There is a feature to create "PODs" for data points that you will be using over and over again. You create a POD and save it to your network drive. Then all you have to do is pull it into your next document template when needed. This saves so much time when templates need to be created quickly.

What needs improvement?

I would like to see examples included within the Wiki information to show how each function option could be used.

For how long have I used the solution?

Three to five years.

If you previously used a different solution, which one did you use and why did you switch?

Yes. We switched as it was no longer supported. It didn't meet our needs or our clients'.

What's my experience with pricing, setup cost, and licensing?

It's a quick setup, and the license is on an individual basis. I'm not part of the cost or pricing conversations with our clients.

Which other solutions did I evaluate?

I was not part of the group of people that evaluated other options.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
Discover Data-Powered Document Automation

Install and start designing your own templates in a matter of minutes! Start your free trial of Windward Studios today.

Add a Comment
Guest
Sign Up with Email