“Templafy, this productivity software enables organizations to manage and streamline business documents and ensure consistency.”

Templafy
Deployment
Best for
Overview
About Templafy
Templafy is the next gen document generation platform that Streamlined production of company compliant contracts, proposals and sales collateral through document automation in Word, other Office applications and G Suite. Employees in large organizations produce thousands of business documents, presentations and emails daily. Without a document automation system, the production of repetitive documents can lead to hours of unnecessary work. Automated document workflows optimize the document creation process, which increases workplace efficiency and compliance.
With Templafy, your company can streamline the production of compliant contracts, proposals and sales collateral, taking your enterprise productivity to the next level. When building complex documents, Templafy’s document assembly software saves time by automating and streamlining document creation workflows based on certain choices employees make.
At a glance
Software information
Industries served, licensing and the support Templafy provides.
Industries
- Accounting
- Banking
- Construction
- Financial-services
- Human-resources
- Insurance
Licensing
- Proprietary
- Quote Based
- Free version
Support
- Live Chat
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video
- Blog
- Webinar
Review analytics
What customers report
What users like the most
- It is easy to use and highly customizable solution.
- Offers a range of productivity tools, such as email signature management.
- It easily integrates with a range of popular business applications.
What users like the least
- We like this tool but it is not flexible enough for our needs.
What users say
Review Analytics of Templafy
Every review is verified through Goodfirms before it's published.
What reviewers mention most
“Templafy allows us to integrate different platforms such as CRM platforms into the software”
We Legiit use Templafy. As a CEO, I rely on document management software to ensure that my business is operating with efficiency so that our consumers receive the best possible solutions and services. Templafy is my favorite document management software. It allows the user to streamline all tasks and show the manager the documents that are most relevant to specific employees. It’s the ability to allow user customization. The biggest pro to Templafy is its security feature of providing a safe and secure storage and access point for documents on various devices.

“Templafy allows you to create various files within the system and manage them all from one place”
We FindPeopleEasy use one of the popular Document Management Software named Templafy. The top benefits of this software, in my experience, are that it provides a free trial based on which you can choose to use it further. In addition, companies can fully customize the software as per their uses and requirements. We have been using Templafy for almost two years now. This software is used daily in our organization.

“Templafy seeks to simplify and automate document management across any enterprise technology stack”
We Agency 101 use Templafy. Creating brand documents with different software can be frustrating. When company resources are strewn across multiple places, you're more likely to misplace sensitive files and waste valuable time finding what you need. This can lead to inefficiencies on an organizational level, not to mention a plethora of security concerns. With Templafy, you can create various files within the system and manage them all from one place. This makes creating structure and building a streamlined file hierarchy easier. The Templafy platform includes comprehensive brand activation and roll-out, document automation, email signature management, and a range of other solutions designed to solve disconnected content completely.
Capabilities
Templafy features
The full feature set, grouped by module.
Document Generation Software
- Collaboration
- Digital Signature
- Document Management
- Document Security
- Easy Integration
- Interaction Tracking
- Multiple Output Formats
- Process/Workflow automation
Plans
Templafy pricing
Media
Screenshots & video
This profile is not fully claimed
Do you own or represent Templafy? Verify your business email to claim and manage this Goodfirms profile.