S-Docs vs Windward Core

S-Docs automates document generation and e-signatures using CRM data, with templates and workflows designed for Salesforce and direct integration with HubSpot. Salesforce templates can draw on Salesforce data, related data, formulas, conditional logic, and custom Apex. Documents can be generated on demand, through Salesforce Flow, or in scheduled and batch processes. The Salesforce product runs natively inside an organization and processes data on the Salesforce platform. Listed storage options include Amazon S3, Box, and Google Drive. Output types include emails, PDF, DOC, HTML, CSV, DOCX, PPTX, and XLSX files, along with certificates, contracts, and quotes; API access and batch personalization are also listed. S-Docs describes its Salesforce solution as FedRAMP High and DoD IL5 compliant, and its Trust Center lists FedRAMP and SOC materials. The free Salesforce plan allows up to 150 documents and 50 e-signatures. The paid plan is listed at $25 a year, billed annually at $25 per user per month, with a $3,000 minimum contract and 10-license minimum. It requires Salesforce Enterprise, Unlimited, Performance, or Developer Edition, and does not support collecting data through fillable PDFs.

Windward Core is an embedded document-generation product combining a template Designer with an Engine. Users build templates in Microsoft Word, Excel, or PowerPoint with tags and conditional logic, then generate data-rich documents from application data. A template can combine multiple sources, including SQL, JSON, XML, OData, and connections to 147 vendors. The Engine is available for Java, .NET, and REST, allowing calls from other programming languages. It supports outputs such as DOCX, XLSX, PPTX, PDF, HTML, direct printing, PostScript, bitmap, CSV, RTF, and TXT, plus batch personalization and API access. Engines can run on existing or dedicated servers; Docker and Kubernetes materials are provided for Manager. The Designer is a Windows Microsoft Office add-in and requires Microsoft Office for Windows. The Java RESTful Engine runs in Apache Tomcat environments, including Windows and Linux. Windward Core is now Fluent by Apryse. Pricing is available on request, with a free 30-day trial.