Fluent

Fluent

Apryse
4.7 out of 5 stars
Fluent Mitratech HotDocs

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Fluent:

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.
Mitratech HotDocs:

About

Mitratech HotDocs is a document automation and assembly platform designed to turn frequently used documents and forms into intelligent templates and workflows. The platform helps legal, insurance, financial services, government, and enterprise teams generate accurate documents faster by auto-populating clauses, figures, fields, and jurisdiction-specific rules from existing data sources. Mitratech HotDocs supports centralized template management, batch processing, open API integrations, no-code configuration, version control, clause logic, approval workflows, and desktop or cloud use. Subject matter experts can build and update templates without relying on IT, helping teams reduce duplicate data entry and manual drafting errors. The platform can automate high-volume and complex document sets, including large-scale correspondence, legal documents, forms, questionnaires, and complete document packages.
Fluent:

Platforms Supported

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

Platforms Supported

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

Audience

Enterprises & ISVs
Mitratech HotDocs:

Audience

Mitratech HotDocs is best suited for law firms, corporate legal departments, insurance companies, financial services firms, government agencies, HR teams, compliance teams, and enterprise organizations that need document automation, intelligent templates, batch processing, no-code workflows, clause logic, centralized template management, and API integrations
Fluent:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Mitratech HotDocs:

Support

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

API

Offers API Supported
Mitratech HotDocs:

API

Offers API Not Supported
Fluent:

Screenshots and Videos

Mitratech HotDocs:

Screenshots and Videos

Fluent:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Mitratech HotDocs:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Fluent:

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.3 / 5
design 4.7 / 5
support 4.0 / 5
Mitratech HotDocs:

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:

Review this Software
Fluent:

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.
Fluent:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Mitratech HotDocs:

Training

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

Company Information

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

Company Information

Mitratech
Founded: 1987
United States
mitratech.com/products/hotdocs/
Fluent:

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Fluent:

Categories

Reporting Supported
Mitratech HotDocs:

Categories

Fluent:

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
Mitratech HotDocs:

Document Management Features

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

Integrations

Microsoft 365 Supported
Microsoft Word Supported
Actionstep Not Supported
BHL Insight Not Supported
CARET Legal Not Supported
DecisionVault Not Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft PowerPoint Supported
Mitratech CaseCloud Not Supported
SKUPlugs Supported
SQL Server Supported
Salesforce Supported
Mitratech HotDocs:

Integrations

Microsoft 365 Supported
Microsoft Word Supported
Actionstep Supported
BHL Insight Supported
CARET Legal Supported
DecisionVault Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft PowerPoint Not Supported
Mitratech CaseCloud Supported
SKUPlugs Not Supported
SQL Server Not Supported
Salesforce Not Supported
Fluent:
Claim Fluent and update features and information
Claim Fluent and update features and information
Mitratech HotDocs:
Claim Mitratech HotDocs and update features and information
Claim Mitratech HotDocs and update features and information