Fluent 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
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User Reviews

Overview

Fluent

4.8

(41)

Pricing

Pricing available upon request

About Fluent

Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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Fluent Pricing and Plans

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Fluent Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Fluent
Ad hoc Query
Ad hoc Reporting
API
Batch Processing
Content Management
Customizable Templates
Data Capture and Transfer
Data Connectors
Data Import/Export
Data Mapping
Data Storage Management
Data Synchronization
Data Visualization
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Financial Reporting
Interaction Tracking
Marketing Reports
Multiple Data Sources
Multiple Format Support
Multiple Output Formats
Reporting/Analytics
Reporting & Statistics
Sales Reports
Scheduled/Automated Reports
Search/Filter
Template Management
Templates
Visual Analytics

Fluent Integrations

Marketo Engage

Meta for Business

ActiveCampaign

SAP Concur

Docusign

Microsoft Word

See all 26 integrations

Fluent User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

17%

Secondary Ratings

Ease of Use

4.5

Value for money

4.8

Customer support

4.9

Functionality

4.7

Verified

Reviewer

Used other for more than 2 years

Review source

Reviewed November 2017

Enterprise Reporting

Quick to use but powerful and customizable. Easy to integrate with a nice API.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Really great people behind the scenes who are willing to help and knowledgable about how to best utilize the software.

Christopher H.

Verified reviewer

Non-Profit Organization Management

5001-10000 employees

Used weekly for less than 12 months

Review source

Reviewed December 2020

WIndward Studios Designer has all of the functionality you need to generate reports from a Database

We reduced the time to generate 100+ page contracts from 24 hours via cut and paste methods (and an average 15 days turnaround, to literally 5 minutes and 1 day turnaround. At 8 Contract updates per month average, we estimate that 1 person-year will drop to a week or so. The PMO sponsors are thrilled; they free up to do higher value work. The ROI is hugely compelling.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are so many. Connecting to 1 or more data sources is straightforward. The Wizard lets even non-SQL practitioners build the logic via the Wizard. In-line previews are so useful. The ability to establish Office formatting at the field level is impeccable once you understand it. Our developers wanted to build it in house, but my estimate it would have taken 4-6 developer years to have even an MVP candidate (and that would still have only yielded about 50-70% of the functionality you get from this COTS product). The built-in error messaging and cc to help desk is very handy (requires more advanced users to decipher). Compatibility with the MSFT XML mapping is very impressive. WIndward's on-boarding support was great, and you get a lot of time from a dedicated SE to ramp up.

Cons:

Minor things: - the license key failed a few times- but Windward resolved the same day each time. - the built-in help, documentation and Wiki blog posts are extensive but sometimes out-dated. - Not really a con, but: the functionality is so extensive that it took me (an Advanced Office user with moderate SQL skills) about 6 months to deploy operationally. As with Analytics, make sure the DB schema and data is robust, then prepare to roll up your sleeves to earn your rewards.

Vendor Response

Thank you for your very kind words,

Replied December 2020

Erik H.

Used daily for less than 2 years

Review source

Reviewed November 2017

Powerful product which is constantly evolving and growing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Powerful tooling, with easy to use wizards to help you select and preview your data. Hides the complexity of data selection and document generation.

Clint S.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Reviewed September 2019

Meets all our needs

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Windward report designer has many features allowing our business analysts to create the report/document templates need for our business. Also, the Windward RESTful engine is very easy to implement and integrate with other systems. Windwards support is excellent as well.

Cons:

Needs better support for JSON data sources.

Reasons for choosing Fluent

It had everything we were looking for in a document generation solution.

Reasons for switching to Fluent

The vendor stopped support, and overly complex to use.

Vendor Response

Hi Clint; Thank you for the very nice review. On your request for additional support for JSON datasources, please email me (david@windward.net) to give me specifics. Or you can make suggestions at http://ideas.windwardstudios.com/ We're always working on improving the product. thanks - dave

Replied November 2019

HALEH M.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed February 2020

Windward Studios

I use this tool (Auto tag) weekly to design reports and have different outputs such as *.docx, *.xlxs, ...

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is a powerful tool to design and generate a word, excel, pdf, ... reports and connecting to different data sources such as JSON, XML, SQL,...

Cons:

Totally I haven't found any negative point with this tool which has stopped me working as I can generate different reports based on my data

Robert S.

Hospital & Health Care

1001-5000 employees

Used daily for less than 12 months

Reviewed January 2019

Windward document generation

The purchase of the software was straight forward. Software and licenses were easy to install. Windward software is as advertised. Support is great. Windward recommended a professional services vendor that delivered as well as the Windward product. I strongly recommend Windward as a document generation solution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Windward design studio has put the ability to develop new documents in the hands of operations, and frees engineering resources. The engine delivers output as promised. We have not seen the engine struggle to produce everything sent that way. The support is great. We encountered our barcode was custom and needed Windward support. They responded quickly, worked through the issue and after a few attempts solved the issue, quickly.

Cons:

Support was responsive but encountered a barcode issue that required multiple attempts to solve. It is a reality of software, but is the only con I could provide.

Rob D.

Hospital & Health Care

51-200 employees

Used daily for less than 2 years

Review source

Reviewed August 2016

A great piece of kit

I have been using Windward for nearly 2 years now and it has been the root cause of us being able to achieve what we set out to do. Needing to eradicate a number of repetitive Excel based reports, Autotag allowed us to build robust templates and improve our reporting ability and have greater control over our data.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the fact that it sits in Microsoft products so easily. I feel this helps reduce a lot of the burden of learning a new piece of software as you are halfway there through your knowledge of programmes such as Word and Excel.

Cons:

Like most reporting software there are a few nuances that need to be understood to be able to work around them, but ultimately there are only a few of these and they generally aren't of a critical nature.

Suresh P.

Information Technology and Services

1001-5000 employees

Used daily for more than 2 years

Reviewed February 2019

A powerful tool for automating the doc generation.

We use the Java engine to generate docs (PDF & Word) through a web application, and it's quick and straightforward to implement. Overall it's a great tool to create automated reports for web applications.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Good customer support Continuous improvement on the features

Cons:

You need to tweak the template a lot to get a pixel-perfect output for both Word and PDF.

Vendor Response

Hi Suresh; Thank you for your very nice review. I understand your desire to get pixel-perfect output easier. Unfortunately on that we're all at the mercy of Adobe Acrobat & Microsoft Word. thanks - dave

Replied November 2019

Ed B.

Verified reviewer

Electrical/ Electronic Manufacturing

201-500 employees

Used weekly for less than 2 years

Reviewed March 2019

AutoTag templates -

Superior service. Originally, the engine server failed to generate document output for our AutoTag templates. Windward analyzed and found that an exception was being thrown: "please see 'v16 RD exception received.txt'." They resolved the issue quickly with a patch and later added the fix to an updated formal version of the engine. The support team member helping me was very helpful and courteous. I have found the tag tree very helpful since it allows me to copy and paste code from other tags. I can then make some quick modifications to that code to suit the tag I am currently working on.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The tag tree is very helpful for making quick modifications to the coding. The wizard is very handy in creating code for the tags.

Cons:

More complex coding is sometimes easier to modify manually, then view in the wizard.

Vendor Response

Ed - thank you for the very nice review. And I agree, our support team rocks. I'm very proud of them.

Replied November 2019

Verified

Reviewer

Computer Software

11-50 employees

Used weekly for less than 2 years

Reviewed January 2019

Review for Windward Java Engine

We need to create commercial quality operation reports. Windward is a perfect fit. It reduced our report development time a lot. The support is very good.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1. Never crash 2. Easy to use and set up 3. Able to support complex reporting logics 4. Fairly fast 5. Good support

Cons:

1. Need to use Word/Excel to build the report, no web based report builder for Java Engine. It can be a good thing, as most of our reports are in PDF, Word or Excel format. 2. It doesn't have built-in JSON format, we have report data that are in JSON format.

Vendor Response

Thank you for your very nice review. On the JSON issue we do support JSON datasources (added about 3 years ago). Please upgrade to version 15 or later to see this functionality. Again, thank you for the very nice review.

Replied February 2019

Showing 1 - 10 of 41 Reviews

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Fluent 2026: Benefits, Features & Pricing

Overview

About Fluent

Fluent Screenshots

Fluent Pricing and Plans

Fluent Features

Fluent Integrations

Fluent User Reviews

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