Windward Core Overview

Windward Core is the #1 ranked solution in our list of top Document Generation Tools. It is most often compared to Docmosis: Windward Core vs Docmosis

What is Windward Core?

What is Windward Studios?

For over a decade, Windward has been a leader in the software development industry by creating the most innovative and advanced document automation and reporting software on the planet. 

Data-Driven Document Automation

Generate stunning documents that incorporate relevant data easily and seamlessly.

Visually Striking Designs

Our software provides innovative tools and features to build beautiful designs and stunning layouts, all within the familiar Microsoft Office Suite. Your imagination is the only limitation.

Agile Document Logic

We offer the best document automation software for the new millennium. With our conditional logic functionality, you can swiftly personalize the document content to gratify your end users. 

Huge Time Saver

Looking for faster template creation that enables you to keep pace with your business?  With our software, template creation takes minutes and you do not need any programming experience to get it done.

Exceptionally Intuitive Interface

Our program's design offers documents that can be edited, customized and designed using MS Office. Enjoy a stress-free document automation experience in programs you already know.

Efficient Savings

Significantly reduce the resources and time required for template development by using our streamlined template design and document automation tools. 

Windward Core is also known as Windward, Windward Studios.

Windward Core Buyer's Guide

Download the Windward Core Buyer's Guide including reviews and more. Updated: March 2021

Windward Core Customers

HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt

Windward Core Video

Pricing Advice

What users are saying about Windward Core pricing:
  • "The pricing is fair. The way that they have it priced is the Windward Designer has a price that's associated with it. Then, depending on the number of cores that you're looking for, that is the price that you pay. The more cores that you want, the more expensive it is."
  • "The cost is reasonable."
  • "Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
  • "We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."

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Hit Mistry
Vice President at PSC Group, LLC
Real User
Top 5Leaderboard
Jun 20, 2019
It has streamlined a lot of our reporting processes

What is our primary use case?

The primary use case is for report automation.

Pros and Cons

  • "You can use Microsoft Office as your designer interface. There is very little programming. You can have nontechnical people create reports."
  • "From an integration perspective, they provide the code for you to easily integrate with existing applications."
  • "Their PDF needs improvement. We've run into some issues when we tried to generate a Word document. If we try to generate the same document in PDF, sometimes it doesn't look exactly the same."

What other advice do I have?

I would recommend downloading a trial to see how easy it is to use. The price, technology, and performance are a natural fit for anybody who is looking to build a centralized enterprise reporting solution within their environment. Before implementing, I downloaded a trial version, updated some trial keys, played around with the product for a couple of days, and had something up and running fairly quickly. Within a couple of hours, I had my first report. Then, I spent the next couple of days refining it, adding more sources, and getting it to a point where I could show it to the business and…
Mike Horrocks
Vice President of Product Management at Baker Hill
Real User
Aug 29, 2019
Easy for our end-users to use, saving them significant time in producing consistent documents

What is our primary use case?

Our banking industry clients, as they're using our system, have a need to generate documents that give them some flexibility that are unique to the clients' needs and to the circumstances at hand. But at the same time, they want consistency so that they're not breaking any regulations. That's exactly what the Windward team provides us: that ability to have consistent generation of documents, but at the same time to give the end-user some flexibility to create whatever they need to, based on their particular circumstances. Windward is a critical component of our next-gen solution. The solution… more »

Pros and Cons

  • "Another thing our clients absolutely love is the ability to design templates within the Microsoft Office suite, because of how simple it is. They're building off of something that's familiar. When they can build off of that feature, on top of something that's very familiar, that's a plus for them."
  • "Some of our clients are looking at the nested filtering which is coming out. That's going to be a huge benefit for them because they're going to be able to nest and loop while they're also looking at filtering out certain data elements."
  • "They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do. That's the only reason I would hold back even that one point. I know that if I do ask for something, I'll get it. I just know that it will take some time."

What other advice do I have?

The biggest lessons we've learned through using Windward are on the business side of things. When you're building software and you're looking for partners to integrate, you've got to have someone who is truly a business partner. We got that with Windward. I have some business partners who are not on my side as much, but I need to have their software. I don't have very many of them because there are choices in the market. But sometimes there aren't a whole lot of choices. With Windward, it's the full package. It's a piece of software that solves immediate business needs and it's a business…
Learn what your peers think about Windward Core. Get advice and tips from experienced pros sharing their opinions. Updated: March 2021.
476,892 professionals have used our research since 2012.
Owner at CNC Consultants
Real User
Feb 11, 2020
We are able to cost-effectively create and generate large, complex, parametric documents for our clients

What is our primary use case?

I integrate Windward in software solutions and have done so for customers that work in the financial industry. In general, I don't deal with the customer regarding commercial issues related to Windward. The idea is that Windward handles financial contact with the customer and they tell the customer that for training, for integration, or for questions about Windward for their particular application, there is a company available in Europe that can assist them with service training and onsite service. This is what I have been doing for the last five months for a customer in the Netherlands. My… more »

Pros and Cons

  • "The solution is very flexible, so you can create anything you want. Think of the possibilities you have in Excel or in Word, because these are the two document generators that are used the most. I only use Word, but I can use nearly every feature in Word, including making charts and tables, and produce those features in Windward, parametrically."
  • "I'm still working in Office 2016, and we have had some issues, but Windward is very quick to react when there is a problem. We are also going to switch over to Office 365 and that will solve a few of the problems."

What other advice do I have?

Windward is very simple if the letters or documents you have to generate are very simple. If they're very complicated, Windward is also more complicated. I'm sure, for example, that the company in the Netherlands, the one I mentioned near the top, will need some after-sales support in a year to make small modifications here or there, because if you don't use Windward for five or six months, you won't know how to do these kinds of things. The niche that I fill is that working with Windward requires programming, but it's not "real" programming. A real programmer would not want to put time into…
Jim Aiken
SVP, Product Development at High Line Software Corporation, a Neogov Company
Real User
Jan 17, 2020
We use it to write all our package reports, and we allow clients to make their own custom reports with it

What is our primary use case?

We are a software company. We put out a payroll and personnel software package. We use it to write all our package reports, and we allow our clients to make their own custom reports with it, as well.

Pros and Cons

  • "The most valuable feature is 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 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 a department, say, without having to run multiple reports to do it. As it sits now, we have to do multiple reports to do it."
  • "It is software, so there are always times where things don't work. Most of the time issues happen when trying to move to a new version. There might be problems with reports that were created in an older version, so either we have to make a tweak to the templates or we report it to them and get them to make an adjustment to their software."

What other advice do I have?

We have developed somewhere around 600 - 700 base product reports that we ship, and then custom reports for our clients. They're all over the ballpark, for printing off W2s in the US, T4s in Canada, clients' check stubs, general ledger reports, time sheets; any types of payroll and personnel-type reports. The main data source we use for most of our reports is a custom one. They have the ability to hook in your own data source, written in Java. We have a custom data source that runs through our apps, or our app serves up the data for the reports. We also do some that are XML format, some that…
Systems Support Specialist at a construction company with 5,001-10,000 employees
Real User
Dec 26, 2019
Improves efficiency, great technical support, and the tutorials help to smooth the learning curve

What is our primary use case?

I create Windward templates for the Otis Elevator company. These templates are for complicated specifications and proposal documents that our sales reps use for selling elevators. The end result of these Windward templates are documents that perfectly fit the concept of "putting your right foot forward." Our primary use is for the sales reps to build these documents, based upon XML files created in the background on our document server. Our secondary use is for the public to be able to generate elevator specifications from

Pros and Cons

  • "Thanks to Windward, our documents need very few tweaks and are usually "customer-ready" right out of the box."
  • "I have to deal with VERY long lists of properties contained in our XMLs and it would be nice if Windward offered a way to alphabetize this property list."

What other advice do I have?

This was purchased by those higher up the food chain than myself. However, the Windward process works very well and is very reliable. There is a learning curve, but it's not too bad, especially considering all that it does. There are plenty of tutorials, but nothing teaches better than actually creating documents and getting feedback from the users. Nearly all of the problems I have encountered were solved quickly and were the result of me doing something wrong, rather than a problem with Windward.
Neil Carroll
Product Management & Owner at a financial services firm with 11-50 employees
Real User
Jan 10, 2020
The design tool's sample output fidelity tests, and ability to work with JSON data and output PDF/HTML, are key for us

What is our primary use case?

Transforming our reports, that are natively in JSON format, to have a human-readable format associated with them.

Pros and Cons

  • "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 crucial."
  • "The ability for users to have design and layout control is also critically important. Without this ability, procuring report designs would represent a huge bottleneck. Report design tools also enable upsell opportunities for customized reports, with quick turnaround times."
  • "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 understand this is very company specific."

What other advice do I have?

We recently have moved into production with our service and platform. So far I would give it a solid nine out of 10. It has met every aspect we needed it to meet, flawlessly. We design and produce risk insight reports on consumers' financial accounts. We have developed an internal "modular" architecture of our data and reports where one master report template can output any number of permutations and combinations, based on dynamic, modular inputs. We connect to JSON objects and currently output HTML and PDF. We are multi-tenant based, so we need to be able to sustain high volume without…