# Woodpecker Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Woodpecker the right Document Generation solution for you? Explore 35 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/231767/Woodpecker/reviews --- Woodpecker 4.7 (35) [View alternatives](https://www.capterra.com/p/231767/Woodpecker/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Woodpecker Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews LR Lyndsey R AttorneyLaw Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “Template creation was user-friendly, and drafting documents using the software is incredibly efficient. As previously mentioned, I'd historically automated my templates using Doxsera, but found the template creation process to be much more labor and time intensive and frustrating, not to mention that the interface is antiquated).“ September 10, 2021 GH Gary H PresidentLaw Practice, 2 - 10 employeesUsed the software for: 1-2 years. “Training on template management is critical as it is easy for new users to get confused and overwrite templates or fail to save template changes.“ November 20, 2022 RJ Raymond J PresidentLaw Practice, 2 - 10 employeesUsed the software for: 6-12 months. “The support team has been outstanding, including various online customer service team members, including“ June 21, 2022 KK Kyle K PartnerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “The customer service at Woodpecker is phenomenal - they will walk you through any issues that come up almost immediately.“ January 7, 2022 KK Kyle K PartnerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “I can't stress enough how attentive Woodpecker's customer service team is.“ January 7, 2022 ## Showing most helpful reviews Showing 1-25 of 35 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Treasury Analyst Financial Services Used the software for: Less than 6 months ### "Awesome solution to customize legal documents" April 3, 2022 5.0 Pros the fact that it allows users to create "variables" within documents and customize such documents by altering the variables' values Cons pricing only makes sense if one has a reasonable volume of documents to be customized on a monthly basis. Review Source RJ Raymond J. President Law Practice Used the software for: 6-12 months ### "Elegant and Cost Effective Solution for Document Assembly Using MS Word" June 21, 2022 5.0 I LOVE the software, and so do my clients, who are enjoying generating accurate and enforceable documents without needing me to prepare each one. The support team has been outstanding, including various online customer service team members, including \[SENSITIVE CONTENT\] Also, a big shoutout to \[SENSITIVE CONTENT\], whom I have nicknamed \[SENSITIVE CONTENT\], for providing outstanding support and insights. She has even implemented several of my requests, including those made during my on-boarding session. Congratulations again on a superb and cost-effective solution, for those who need a simple but elegant document assembly add-on to MS Word. Pros The ability to create questionnaires that can be shared with your clients to independently generate documents as needed that get sent to you and your client for review. Cons There is a slight learning curve in understanding how your documents are stored on your computer versus in their cloud storage system. Reason for choosing Woodpecker Ease of use, price point, functionality. Review Source LG Lorraine G. Development Officer Non-Profit Organization Management Used the software for: I used a free trial ### "Easy to install but not intuitive" June 3, 2019 1.0 Pros I liked the idea of more flexible templates. Cons I am usually pretty savvy with software, but this seemed too convoluted. I went back to my regular mail merge systems after a couple of failed attempts to understand how this works. Review Source Response from Woodpecker Technologies June 4, 2019 Hi Lorraine, thanks a lot for your feedback and sorry to hear that you had some trouble getting Woodpecker up and running. We're always striving to make sure that Woodpecker is as intuitive as possible so we appreciate your feedback here. We'd be happy to extend your trial to give you adequate time to get familiar with the platform as well as schedule a 1 on 1 video walkthrough to make sure you're comfortable with the template conversion process. TM Tamara M. Family Lawyer Law Practice Used the software for: I used a free trial ### "Rave Review of Woodpecker template creation software for legal professionals" March 11, 2021 5.0 Saving me much time in drafting court documents and legal agreements. Easy and efficient. i have been looking for such a solution to make my drafting more efficient for years as could never figure out how to use fields on other software programs. Pros It is so easy to create fields in documents, with just one click. There is also a nifty support chat that pops up when you are using it, just in case you have questions, or just to suggest a tip based on how you are using it, which saves even more time. It is brilliant software. Cons Integration was good, however I have not tried to see if my assistant can also access yet, hoping she too will be able to use these wonderful templates and save time in producing documents for clients. Reason for choosing Woodpecker I just saw it was a template creating app and gave it a try. I have not found a product so easy to use, that allows me to insert fields in any type of word document. Previously tried Clio, which has a mail merge field feature, but could not get it working properly, and it only allowed templates for letters. This is far more versatile, far easier and I love it. Review Source Response from Woodpecker Technologies March 17, 2021 Thank you so much for your review Tamara, we're incredibly pleased that you've been able to get so much value out of Woodpecker. LR Lyndsey R. Attorney Law Practice Used the software for: Less than 6 months ### "LOVE Woodpecker- highly recommend!" September 10, 2021 5.0 First, a brief history… over the years, I have employed various doc automation strategies including find/replace; mail merge; automation through The Form Tool (Doxsera); and I've played with (but have never fully implemented) WealthDox, as well. I ended up consulting with an incredibly knowledgeable tech consultant who suggested Woodpecker. I am now about 6 months into using Woodpecker and I can confidently say that it has changed my practice. My drafting process is as streamlined as I could have ever hoped. Pros 1) Template creation was user-friendly, and drafting documents using the software is incredibly efficient. (As previously mentioned, I'd historically automated my templates using Doxsera, but found the template creation process to be much more labor and time intensive and frustrating, not to mention that the interface is antiquated). 2) I'm a Mac devotee, and Woodpecker runs smoothly as an extension on Word for Mac. (Running Doxsera required that I use Parallels, Windows, Word for Windows – lots of clunky and expensive software I do not need with Woodpecker.) 3) Woodpecker's customer service is excellent- incredibly responsive, encouraging, kind, and most importantly, they resolve any issue quickly and creatively. (When I'd used Doxsera, each time I reached out for tech support, they always wanted to charge me and made me like a major inconvenience.) Cons A bit of a learning curve. Wish that the fields filled in with the formatting I want more smoothly Review Source Response from Woodpecker Technologies September 15, 2021 Thank you for your thoughtful review, Lyndsey! We appreciate the feedback, and couldn't be happier to hear about the positive impact on efficiency in your practice. We love to hear it! SA Scott A. Attorney Law Practice Used the software for: 1-2 years ### "Woodpecker legal document automation" March 25, 2022 5.0 Our overall experience has been good. Anytime we need assistance, customer service is there to provide support. Pros The ability to create online intake questionnaires very quickly is a plus. Woodpecker will auto-populate questions for use in a questionnaire-based upon the data needed from your client to complete the word document. Cons I do not have any cons with the software at this time. Review Source CH Chris H. Lawyer Legal Services Used the software for: 6-12 months ### "Woodpecker packs several features of more enterprise systems at a fraction of cost and value" June 1, 2019 5.0 \- 80+% of a contract is form-templated with little reason to change. This tool captures the 10-20% that's personalized - Most people think that it only is a better copy - paste function but they fail to see why that's such a bad way to visualize what the context of the field shows vs. what the surface level information shows. Context is key. - Most of my forms have been automated using Woodpecker Legal as a backdrop. Highly recommend. Pros \- Light, robust add-in tool that works in lawyer's most familiar environment - MS Word - Works across multiple document sets (can save as form Templates) - Offers API functionality - key for adding interoperability to other systems - Product features are clean, simple, and easy to implement. - Automated customized function that converts a form into a ready template (a little early on the tech, but hopeful it will be very useful in the future after machine learning is dialed in) - Conditional field formatting including all Excel functions and IFF tech (If ... Then conditional statement use) Cons \- Some bugs to work out (e.g., entering default information into fields does not always recognize when automating first time around; - Lack of a platform or centralized storage mechanism. - No copy + paste feature of fields. Review Source Response from Woodpecker Technologies June 4, 2019 Thanks so much for your thoughtful and positive feedback Chris! We'd love to know more about the entering default information into fields and copy/paste issues you've been experiencing. HC Holly C. Founder/CEO Information Technology and Services Used the software for: 2+ years ### "Smart and Agile, Woodpecker Document Automation Drives Workflow Efficiency" June 22, 2019 5.0 Using Woodpecker has notably improved our workflow productivity and data accuracy by automating proposal, contracts and project management documentation. Now my team can spend measurably less time on document production. That effectively allows us to focus on ensuring that we provide accurate documentation to our customers faster. As a business consulting firm that integrates resources and tools to scale processes and facilitate digital transformation, we highly recommend Woodpecker to our customers. Pros Woodpecker seamlessly integrates as an MS-Word add-in that's simple to install, easy to use and a no-brainer value for the price. Light years beyond a typical copy + paste function, Woodpecker is an amazing, godsend-tool that basically eliminates the pain of time-consuming and tedious customized document creation from standardized templates. When we converted our standard proposal, contract and project management templates, our document production workflow time improved by 50%. And now we're transforming our document repository to create new smart templates using Woodpecker's AI. Customer support is great--responsive and useful, seems like they really care about their user community. Cons A couple minor hitches with fields, support quickly resolved them. Review Source Response from Woodpecker Technologies July 17, 2019 Thanks so much for your thoughtful feedback Holly, we're really glad that you've been able to get so much value out of Woodpecker and we promise to continue providing industry-leading support and product innovation! LS Leslie S. Director Legal Services Used the software for: 6-12 months ### "Easy to use, supported by the best customer service" November 4, 2020 5.0 Very very satisfied with the product and the team! Pros Accessing the software and learning how to use it was easy, especially with the short training videos available on the website. It has brought a new dimension of efficiency to our business. The support provided by the Woodpecker team is something that I have not experienced before!! Cons The only feature that still needs to be implemented is to have conditionals pull through to questionnaires. Reason for choosing Woodpecker Woodpecker gave us more options to use the program with all aspects of our business, whereas other programs are specifically built for certain services. Woodpecker is reasonably priced and definitely value for money. Review Source Response from Woodpecker Technologies November 10, 2020 Thank you so much for your review Leslie, we're incredibly pleased that you're getting so much value out of Woodpecker! I did want to let you know that we've just released the ability to represent conditional questions within a questionnaire, you can find more info about that here: https://help.woodpeckerweb.com/en/articles/4613022-create-conditional-questions Thanks so much! TJ Todd J. President Legal Services Used the software for: Less than 6 months ### "Lifesaver!" March 22, 2022 5.0 Streamlining document production is huge. There are days we might generate 10 sets of documents. Before, that would be a full day for my assistant. Now it is done before lunch. Pros Being able to automate repetitive documents by answering questions saves a ton of time. Being able to use one input to fit several formats (June 1, 2022, 1st day of June, 2022, 6/1/22, etc) is key. We can get many times the amount of work done, while essentially eliminating keying errors. Cons I am still trying to figure out how to configure the fields for different format outputs (One Hundred Dollars vs $100.00). Eszter has been great to help me get my documents the way I need them. You don't pay her enough. Reason for choosing Woodpecker HotDocs didn't really have an option for a solo practice like mine. They wanted big accounts and it wasn't financially feasible for me. Review Source JD Jelco D. Legal Business Partner Legal Services Used the software for: I used a free trial ### "Review Woodpecker" June 26, 2019 4.0 In general I was very satisfied with Woodpecker, but because of the reasons I mentioned before I chose a different program. Pros The program is very easy to use. The customer support is very good. The same goes for the support by means of manuals. Cons That you can't include variables within conditional parts and that the program works as a word add-inn. Review Source Response from Woodpecker Technologies July 17, 2019 Hi Jelco, Thanks a lot for your review. Sorry to hear that you weren't able to get Macros within conditional fields to work, here's a quick link to a guide on using Macros: https://help.woodpeckerweb.com/en/articles/2748883-using-macros. We'd be happy to set up a one-on-one walkthrough of this feature at your nearest convenience. Feel free to respond to this message and we'll get something on the calendar for us. GJ Goldie J. Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Easy to use and new features constantly released" July 8, 2019 5.0 Pros Woodpecker app lives right inside of Word, so once you merge docs you don't have to spend hours reformatting. Cons Some of the features aren't fully developed, but they are releasing updates constantly Review Source Response from Woodpecker Technologies July 17, 2019 Thanks so much for your review Goldie, really glad to hear that you've been able to integrate Woodpecker into your workflow and get so much value out of it. As you mentioned, we're constantly adding new features and functionality so keep an eye out for some great things on the horizon! Doug D. CEO Hospital & Health Care Used the software for: 2+ years ### "Excellent product for easily generating documents from a template" July 2, 2021 4.0 Mostly intuitive interface, fantastic management and support. They listen to their user population. Pros Auto populating repeating fields across a document. Saves me so much time. And the person(s) completing the form usually just have to sign without entering the same information repeatedly. Cons Should broaden their presence on various automation platforms (it's just Zapier at the time of this review) Field bindings sometimes get messed up, requiring the user to recreate fields (not very often). Reason for choosing Woodpecker Have not looked and don't see the need since I'm quite satisfied with Woodpecker Review Source Response from Woodpecker Technologies August 17, 2021 Thank you Doug! Being able to populate multiple documents without having to type the same information is one of our customers' favorite features! KK Kyle K. Partner Law Practice Used the software for: 2+ years ### "Incredible Customer Service (particularly from \[SENSITIVE CONTENT\] )" January 7, 2022 5.0 I can't stress enough how attentive Woodpecker's customer service team is. In particular, \[SENSITIVE CONTENT\] has been incredible to work with. It would have been challenging to figure out some of the work-arounds on my own but that is a non-issue because \[SENSITIVE CONTENT\] has been so responsive. Pros If you're willing to put in the time to familiarize yourself with the software and create the templates, Woodpecker can save so much time and significantly reduce the risk of careless drafting errors. The customer service at Woodpecker is phenomenal - they will walk you through any issues that come up almost immediately. Cons The only downside to the software is that it does require an input of time and effort to understand the functionality of custom fields and certain unique work-arounds. However, that is the case with most things in life. Once you develop a general understanding of the software, most things feel intuitive. Additionally, if I'm ever stuck on anything, the customer service team responds almost immediately which makes the initial input of time and effort much more bearable. Review Source Response from Woodpecker Technologies January 18, 2022 Thank you for your review and for your support, Kyle! We agree there is bit of a learning curve when starting anything new and we pride ourselves on offering best-in-class service and support. It's great to hear that our team left such a positive impression! GH Gary H. President Law Practice Used the software for: 1-2 years ### "Woodpecker has helped our firm become more efficient" November 20, 2022 5.0 After using several other document assembly systems Woodpecker is by far my favorite. It has the exact features we need. Pros I especially like the fact that it is integrated directly into Word. Cons Training on template management is critical as it is easy for new users to get confused and overwrite templates or fail to save template changes. Alternatives considered [Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/) Reason for choosing Woodpecker Woodpecker integration with word and ease of template programming, plus Woodpecker is cloud based as compared to the local installation required for the standard HotDocs product. Switched from [Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/) HotDocs was difficult to administer for multiple users and was difficult for average users to create and manage templates. Also we needed a cloud based solution and HotDocs so-called cloud solution is not truly on the cloud. Review Source Erdal T. Owner Law Practice Used the software for: 6-12 months ### "My Woodpecker document automation review" August 23, 2023 5.0 Great service with great customer service and webinars to help learn all of the automation features. Pros Ability to automate my document drafting and integrate them with MyCase, and actually use the automations directly within MyCase. Cons Sometimes it wants me to save over templates due to similarities. Basic version only gives you 10 slots to save templates. Review Source JT Jason T. Attorney Law Practice Used the software for: 6-12 months ### "Woodpecker review" May 31, 2019 5.0 I use Woodpecker daily and it makes drafting documents more efficient. I recently tried HotDocs again and found that I can get the same results with Woodpecker at a more affordable cost and much easier to use. Pros It was an easy program to learn to use. After building templates, the time spent drafting and editing documents has drastically decreased. I can spend more time on the legal issues of the documents instead of wasting time double checking the parties names, his/her, he/she, etc. Cons When I build a template I like to start at the beginning and work my way through the document. Sometimes after building the template, I find that I forget a field. It would be nice to insert a field back up where it was forgotten instead of at the end of all the fields. Alternatives considered [Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/) Reason for choosing Woodpecker Cost was the biggest factor and ease of use was the next. Review Source Response from Woodpecker Technologies June 3, 2019 Thanks a lot for your feedback Jason, great to hear about the benefits you're getting from Woodpecker! Apologies for the confusion with inserting fields at the end of the field list, fortunately you can reorder your fields whenever you like, this should help: https://help.woodpeckerweb.com/using-woodpecker/woodpecker-fields/reordering-fields Spencer S. Attorney Law Practice Used the software for: Less than 6 months ### "Easy way to save time " December 11, 2019 5.0 I’m a lawyer and was hesitant about using an automated document assembly tool. I didn’t think it would be relevant for me since I don’t do contracts and wills all day. However I’ve been able to benefit from this program due to repeating text blocks and other constants Pros Easy to use, intuitive, plain language for adding variables Cons Horizontal sidebar spacing in word is buggy The sidebar should automatically expand sufficiently so the user can hit the plus symbol to add choices to field variables Instead it’s necessary to manually widen the sidebar when adding entries Should be better way to preview the selections Focus on sidebar as opposed to a popup box limits functionality due to space constraints Reason for choosing Woodpecker Doxsera seems really neat and super powerful however the learning curve is steep. Takes a while to get comfortable with that program to do more simple tasks at first Review Source Response from Woodpecker Technologies December 17, 2019 Thanks a ton for your thoughtful feedback Spencer. Great to hear that you've been able to get value out of Woodpecker despite the lack of contracts/wills that you handle. We'll be reaching out to make sure that we're doing everything we can to resolve the issues you've been seeing with the sidebar. MW Michel W. Attorney Legal Services Used the software for: 6-12 months ### "Beta testing BEWARE!!" May 28, 2023 2.0 Awful. They offer seamless integration, but not for common word documents. Pros The sales pitch. We believed it. Had no idea it was in beta testing Cons They never told us the software was in beta testing, and that when they released updates that it would essentially make all of our documents crash and have to be revised. It takes weeks to get a solution. Review Source RPN Robert P. N. Founder and Managing Partner Law Practice Used the software for: 6-12 months ### "Funny name but Game Changer" June 2, 2019 4.0 Pros I have been with this product practically from conception. They really understand the repetitive nature of legal work and how to save us time. Get your letters, motions, pleadings, lines, agreements, etc. that you use often set up on time, and off you go. Even the initial set-up is relatively simple, even for a lawyer! Get this product and save yourself a bunch of time (i.e., money). P.S. Even their customer service is extremely responsive. I truly hope this does not change. If I have an issue, I can email or open a chat message, and usually get my matter addressed promptly if not immediately. Cons Not really sure. Maybe I would like the macros to be a little more intuitive in setting up. And add some obvious single selection categories such as states, months, etc. without me having to build them each time. But this is being very picky. Review Source Response from Woodpecker Technologies June 4, 2019 Thanks a lot for your thoughtful feedback Robert! We really appreciate you being with us since our inception and helping us build an amazing product. We're working on making macros more intuitive and adding some standard state/month/country selectors as we speak! PW Patricia W. Member Attorney Law Practice Used the software for: 6-12 months ### "Wish all tech was this easy and affordable." May 31, 2019 5.0 It is easy to install, we have had no technical glitches, and it has sped up our turn around time. Pros Easy to use, better functionality (like conditional clauses) than many of the far more expensive options. Cons Occasionally, I have had recipients of documents created in Word with WoodPecker fields tell me that they were unable to edit the form filled terms. Alternatives considered [Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/) Reason for choosing Woodpecker Better price than either - and easier to use. Review Source Response from Woodpecker Technologies June 4, 2019 Hi Patricia, great to hear that Woodpecker has sped up your turn-around time! We'd love to know more about the issue you described where recipients of your documents were unable to edit the form filled terms, so that we can make sure this doesn't happen again. Aliaksandr B. Marketing Expert Marketing and Advertising Used the software for: Less than 6 months ### "Save your time and create from a scratch" August 2, 2021 5.0 We are using this software not so much, but my lawyer is happy, because he\`s saving a lot of time and I\`m not worried about the documentation. First of all, you can create a lot of categories of documents, like a legal docs, contracts and etc. Woodpecker is not equal to MS Word and Google Docs, this software is another, the game changer. You\`ll saving a lot of time and the documents isn\`t be a routine, like before. Overall, this is the brilliant app with a simple interface and for a fair price. Pros So easy to use Great time saver Fast and easy integrations with a MS Word, Google Docs and etc. Cons I can\`t say anything bad about Woodpecker Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Because creating the docs is a routine Review Source Response from Woodpecker Technologies August 17, 2021 Thank you, Aliaksandr! We appreciate the time you took to share with others how Woodpecker has helped you. We love to hear that it makes you and your lawyer happy! MA Martin A. Director Law Practice Used the software for: 6-12 months ### "The Document automation solution found" December 12, 2020 5.0 My overall impression of Woodpecker is of a product that does what it says, easily and efficiently with some of the best support I have ever experienced. I reviewed several document automation solutions before finding Woodpecker when surfing through Word plug-ins. All of them were too expensive or excessively complex; both reasons militated against either signing up or, if I signed up, wasting money because the system was not implemented. I run a busy practice and needing to devote too much time to set a system up often results in subscriptions not being used, and that was my experience until finding Woodpecker. I most strongly recommend it. Pros What I like most about Woodpecker is that it is easy to use, especially after an initial web session. Cons What I did like least was the inability to automatically have a generated document sent to the client, who completes the Questionnaire. The positive is that, as soon as I raised this deficiency, they rectified it. I was really impressed Switched from [Josef](https://www.capterra.com/p/187484/Josef/) The last system was too complex, requiring too much effort to set up, so it was not used. Review Source Response from Woodpecker Technologies December 17, 2020 Thank you so much for your thoughtful review Martin, the entire Woodpecker team really appreciates it and we're so glad that you've found so much value in Woodpecker. We strive to deliver the best customer support that we possibly can so it's wonderful to hear that it is appreciated. Thank you once again from the entire team! LC Linda C. Attorney Law Practice Used the software for: Less than 6 months ### "Amazing Automation that is highly customizable!" November 19, 2022 5.0 Woodpecker has been the easiest implementation of software we have ever had. The staff created all of our templates for us. There are around 37 at this time. The fee was very low for the creation of the templates. The creation is not complex; however, we opted to have the staff create ours in the interest of getting up and running as quickly as possible. Our staff can create the templates as we add them but we wanted to get the bulk done immediately. The staff has been very responsive. Pros We no longer have mistakes in our documents. With the automated logic and customized modules, anyone in our office can create perfect motions and contracts. I wish we would have found this years ago. Cons At this time, I love all the features and cannot say there is a least option. Review Source JT John T. Controller Market Research Used the software for: 1-2 years ### "Good for MS Word and smaller contracts for sure" June 7, 2019 5.0 We don't do a whole lot of contracts, maybe one or two per week, but this really helped streamline things. I am much more confident that items are not left blank, or erroneous. It has cut the time it takes to process a contract in half - easily. Pros Intuitive learning curve. Was able to figure out most of the features I needed without having to get help, either online or phone. It integrates with MS Word and MS Word custom templates VERY easily. Set up was simple. I can access on my laptop and office computer. Cons Editing a template is a little difficult once all the fields have been put in place. Editing around the field locations in a document can be tricky. These are very minor items, however. Review Source Response from Woodpecker Technologies June 13, 2019 Thanks a lot for your review John, we really appreciate it! Great to hear how much time Woodpecker has been able to save you and thank you for being such an awesome Woodpecker user! Similar Products Featured