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Fluent

Fluent 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Fluent
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.

Fluent Screenshots

0
0

Fluent Pricing and Plans

Free Trial
Free Version
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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
Marketo Engage
Meta for Business
Meta for Business
ActiveCampaign
ActiveCampaign
SAP Concur
SAP Concur
Docusign
Docusign
Microsoft Word
Microsoft Word

See all 26 integrations

Fluent User Reviews

Overall Rating

4.8

Ratings Breakdown

5

83%

4

17%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.5

Value for money

4.8

Customer support

4.9

Functionality

4.7

JC's profile

JC L.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for more than 2 years

Reviewed January 2019

Happy with Windward

5

NCC has been using Windward products as the reporting component of our land information system for over a decade now. It has always worked well for us, and we're planning to continue using it following a major system upgrade this coming year. Customer service and tech support has been great over the years, so we're pretty happy. Their developers have been responsive to requests from us regarding certain features, which is really nice.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Integration into Microsoft Word is great. Very easy connection to our corporate SQL Server databases, and report authoring is very intuitive. Our developers have no issues working with the engine component either.
Cons:
We've had no real issues with the software suite since we acquired it.

Vendor Response

Thank you for the nice words and we love having you as a customer. And you've had some great suggestions for us for features over the years.

Replied January 2019

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VR

Verified
Reviewer

Insurance

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed March 2021

Windward: A Cool Breeze and Breath of Fresh Air

5

When I was first tasked to find a new DocGen provider I muted my mic on Teams and cursed. Then I hit the internet and kept seeing a name pop up in the best of list round-ups, Windward. In the search for the perfect DocGen solution, I learned that simply searching for dynamic document generation turned up a lot of results that made it hard to find what we were looing for. I found that if I looked specifically for dynamic document elements, my search was greatly narrowed down and Windward allows for the most dynamic document elements of any other provider I looked into. Their test documents revealed that they were considering nearly every test case I was hoping to prove out. So, immediately they reduced my investigation time, by being so upfront. They can control for tables, images, text, colors, graphs, whole pages of a document and all of the elements within the document with variables in the data I pass. We had a use case scenario they said they had never heard before and sat with us to work through the problem and then came back with alternate solution that was perfect. Windward not only has exceeded any expectations, but they've absolutely impressed me with their service and their feature-rich product. As a company, we wanted a solution that could take us to the next level. Windward has helped us create proposals for our clients that look like they were crafted by hand specifically for that client. Windward makes our company look great.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Windward has more features than we ever could have expected. I'm truly amazed at their granular document control features, the pride they take in their product, and the level of service they provide. They worked with us through the two week trial as if we were paying customers. I found their price to be half that of their next closest competitor in features. And I love that we have unlimited document generation. I couldn't find that with any other competitor. The designer application as a Word plugin really speeds up the process of the template creation and allows me to get a template created by another team, like the marketing department, and then add the data within the same document.
Cons:
Biggest con is that they are not cloud based for Windward Core. However, they understand this and worked with us to make sure that the setup was clean and easy, and honestly the server requirements are so low they could be run on a laptop (or a tablet, but let's not get crazy). However, the trade off is the price and the unlimited document count. Also, though we had security concerns, at first, it became obvious that we didn't need to be concerned because you don't pass them any data. So, what was a hard sell for my team, became a huge positive, to me.

Reasons for choosing Fluent

Formstack, Docusign, Templafy, Docmosis, Newgen

Reasons for switching to Fluent

Reporting Cloud only has basic features for generating dynamic documents. Documents need to be recreated within the Reporting Cloud using their native form builder to really get the best control over the document elements.

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GF

Gary F.

Used unspecified for unspecified

Review source

Reviewed June 2015

Combine hundreds of MS Word reports, tens of thousands of lines of code, a report in seconds!

4

We're thrilled to have found this product! We recently finished a large PHP project and used Windward Reports (Autotag and Javelin Rest Services) as the reporting engine. Much of those reports employed some very large and complex scenarios. "Many" logical branches (If, Case, Loops). What the reporting package didn't have, we were able to create and add in the form of our own C# custom functions to fill the gap to handle everything from JSON Arrays to specialized functions to manage complex English linguistics. The ability to create a live report (WYSIWYG) right within Word, use styles and native MS Graphs lets Windward reports really shine through! You'll love it! While we built our reports upon one data source (MySQL), the package itself easily handles dozens of data types to import and work with. The speed at which we are seeing these reports generate is also worth noting. Extremely fast considering the number of iterations for the number of calculations. Autotag (the report designer add-in) also allows for variables to easily get passed into the reports and lets you create PODS to share variables and data you've used between users and designers. The real magic though is their fantastic support team backed by some A1 developers. What we didn't understand, Windward always explained to us and if something didn't work in the product, support made sure we had a work around or the product itself was able to perform at the required level. If you're looking for a reporting solution that backs onto Microsoft Office, can be built in as a service to run independently or from a user workstation (Autotag), I highly recommend you check out Windward Reports before investing time in other products! Of course, every rose has a few thorns and Autotag is without exception. We did find a few things! 1. Expect a learning curve. Debugging a report or figuring out why a report might not run can be challenging as your reports grow in complexity. 2. Graphs do not always appear as they should when output into PDF and other formats. However, Windward is addressing this now developing a new PDF engine to output with. 3. If you use a lot of complex formatting and styles, expect some challenges and minor nuances.

Ratings Breakdown

3
Ease of use
5
Customer support

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VR

Verified
Reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Reviewed January 2019

Enabling Technology making document generation easy

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Functionality
icon
Pros:
1. The ease and speed of the design of our document and report templates. Directly from our Office (Word, Excel, Powerpoint), we have our analysts designing the templates. 2. Linking to numerous data sources and enabling of ODATA querying. 3. Wrappped as a webservice can be used by any 3rd party system in your organisation to become your universal document and report generation system. 4. Bring reporting capabilities to legacy and new systems.
Cons:
Documentation could be updated for even more improved guidance in more complex templating and integration projects

Vendor Response

Thank you for the nice review. And we are working to improve the documentation even more - there's (always) a lot more we can do with it.

Replied February 2019

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Christopher's profile

Christopher R.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Reviewed January 2019

Awesome Service for Report Generation

5

The experience has been excellent! Support is superb!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
This service is easy to use. I have worked with windward for nearly 2 years now and each version gets better. They update nearly every 2 weeks and the integration with Word and Excel makes it easy to create reports with some advanced Microsoft Word features such as Charts.
Cons:
They documentation was not great although in recent months documentation has taken a full overhaul and is getting better each day.

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Bert's profile

Bert v.

Verified reviewer

Retail

10000+ employees

Used daily for less than 2 years

Review source

Reviewed December 2019

Very useful tool to create business documents

5

Creation of complex business documents, from various database datasets.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Full features of Word with rich set of rendering features, especially on variable sized, multidimensional arrays.
Cons:
Initially the online documentation was somewhat difficult to navigate

Reasons for choosing Fluent

Rich features, JSON based Rest interface, on premise model, licence without volume restrictions. And not to forget, excellent support.

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VR

Verified
Reviewer

Computer Software

51-200 employees

Used weekly for less than 2 years

Reviewed January 2019

Template design made easy

4

Windward studios is an interesting product if you want to flexible yet sound template making without the help of IT. The support team reacts very quickly although they can not always accommodate.

Ratings Breakdown

4
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
Windward offers the possibility to let skilled users create and maintain templates for their organization without the help of IT, unless new data input is needed.
Cons:
We had some issues with license pricing being far less attractive in an otherwise beneficial technical setup, without change in number of users.

Vendor Response

Thank you for the very nice review. On your comment about the pricing, we have now switched to subscription pricing which both delivers a lower price point and allows you to easily adjust your pricing month to month to match your needs. Please let me know if this does not address this issue for you.

Replied January 2019

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DI

Denis I.

Verified reviewer

Public Safety

10000+ employees

Used daily for less than 2 years

Review source

Reviewed April 2019

The best Publishing tool

5

Great experience working with Winward. Very responsive team, They really care about your experience. Most of the time I am dealing with very complex situations and they never brushed me off. Great product, great support and I see that product is changing all the time to evolve to better and better version.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I like the ease of implementation to most applications on the market. It is very intuitive to use within well established Microsoft office Desktop applications like Word, Excel and Power Point. Most of the time Admin Users don't even need programming background to get started.
Cons:
Like any other products bugs come up once in a while but Winward Customer Care team along with developers are doing superb job handling each situation with exemplary attitude.

Vendor Response

Thank you very much for the wonderful review

Replied April 2019

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Xen's profile

Xen S.

Verified reviewer

Telecommunications

201-500 employees

Used daily for less than 6 months

Reviewed January 2019

Awesome Product

5

Implementing Windward to manage our invoicing and customer communications is a breath of fresh air! Unlike XSL templates, anybody can easily create and update templates using the Report Designer. It is a piece of cake – it didn’t require me technical knowledge or even a formal training… just applied simple logic and it was like something I’ve been doing for years! As a portfolio lead and business analyst, I’ve seen quite a lot of applications/tools that end up making the business adjust to satisfy how the application works. But not Windward, it is an application that adjusts to work for the business!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
I like that even a non-technical person can use the product. And that the licensing model is perpetual!
Cons:
Having the Report Designer integrated with MS Office is a PRO. However, it is also a CON because of MS Office's limited design capabilities.

Vendor Response

Thank you for your incredibly nice words. And I agree, using Office as the design tool has both large advantages and some disadvantages.

Replied January 2019

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Ruben's profile

Ruben D.

Verified reviewer

Marketing and Advertising

201-500 employees

Used daily for less than 12 months

Reviewed November 2019

Great tools to manage documents

5

Ratings Breakdown

4
Ease of use
5
Value for money
4
Customer support
5
Functionality
icon
Pros:
I've been using windward studios for over 7 months now. i was having problem on how to edit my documents and customize it, however with winward studios i've been able to do my job in a very effective way. it also helps me create templates easily.
Cons:
N/a i didn't find anything in particular that i did not like, beside a bit more tools on templates creation, like pictures, backgrounds, and formats

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Showing 1 - 10 of 41 Reviews

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