Fluent

Fluent

Apryse
+
+

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About

Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.

About

Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies and professionals in search of a solution to automate their B2B contract creation and management process

Audience

Enterprises & ISVs

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$55.42 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.3 / 5
design 4.7 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • All of our reoccurring documents now pop out in seconds. With Microsoft Word (it does Excel & PowerPoint too) as the template designer we can create documents with exactly the formatting & layout we want. And with all of our business logic directly in the template, the full automation is right there. Windward (actually Office) makes it so simple to change layouts, effects, colors and more. And the smart document logic puts our business logic right in the template. This functionality allows us to incorporate data based on our business rules placed directly into the template. Because templates are created in Office, our users already know how to use the system. Because of this most template design work is now done by the business users. This also means when someone needs a new template, they can build it immediately – no more waiting on dev. I also love that there’s no longer any code. It's not low code, it's no code.
  • Easy to start using Very close to "you see, what you get" You can work in office products , so it's a well known feel
  • We now get the documents we want. With Microsoft Office (we mostly use Word) as the template designer we can create visually stunning documents with exactly the layout we want. Windward (Office really) makes it incredibly simple to change complex design elements from layouts, effects, spacing, colors and more. In addition the smart document logic makes it easy to incorporate our business logic right in the template. This functionality allows us to show or hide data based on specific conditions using logic built directly into the template. Because our templates are designed in Office, our users already know how to design the templates they need. And because that is so easy, most template design work has been turned over to the business users. Not all, we still need to help at times, but most of it. This also means when someone needs a new report, they can create it immediately – no more waiting for someone in dev to do it. I also love that there’s no longer any code that has to be written for a template. And I was able to embed Windward into our application in about 15 minutes.

Cons

  • No complaints. Windward is a well designed product.
  • The have a kind support, but mostly need access to the database to support a template. This can be very tedious as we don't want our database open. Thus we have to recreate the error in a new report, based on dummy data. This can be a long an tedious task if we don't know where the error is.
  • I wish they had a document automation system. Windward makes designing and generating documents so easy – but that’s it. It would be nice if it then could be used to deliver the documents with a robust workflow system. Aside from that – it's good. Windward is a well designed product.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Doc2
United Kingdom
doc2.co

Company Information

Apryse
Founded: 1998
Canada
apryse.com/products/fluent

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Categories

Categories

Reporting Supported

Document Generation Features

Batch Processing Not Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Digital Signature Features

Audit Trail Supported
Authentication Not Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Not Supported
Mobile Signature Not Supported
Multi-Party Signing Not Supported
Progress Tracking Not Supported
Task Progress Tracking Not Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Not Supported
Change Management Not Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Not Supported
Version Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Not Supported
Compliance Tracking Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Not Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Integrations

Salesforce Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft PowerPoint Not Supported
Microsoft Word Not Supported
SKUPlugs Not Supported
SQL Server Not Supported
Trustpilot Supported
Vtiger CRM Supported

Integrations

Salesforce Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft PowerPoint Supported
Microsoft Word Supported
SKUPlugs Supported
SQL Server Supported
Trustpilot Not Supported
Vtiger CRM Not Supported
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