Templafy

Denmark HQFounded 2014

Deployment

Web-based

Best for

SmallMediumLarge

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

  • Email
  • Live Chat
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video
  • Blog
  • Webinar
Languages (3)
DutchEnglishGerman

Review analytics

What customers report

5.0
Based on 4 verified reviews
Ease of use4.8
Features & functionality4.8
Customer support4.3
Value for money5.0
Integrations4.3

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.

5.04 Verified Reviews
Ease of use4.7
Features & functionality4.7
Customer support4.2
Value for money5.0
Integrations4.2
Review Summary
Summarized from 4 verified reviews · Updated September 2026
Templafy is a document management system that centralizes file creation and storage across an organization, reducing the risk of misplaced sensitive files and improving efficiency. Users consistently praise its customization capabilities, security features, and integrations with popular platforms like MS Office, Google Drive, and CRM systems. The software enables teams to maintain brand consistency and compliance across documents while streamlining workflows. Several reviewers report sustained daily use over extended periods.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of Templafy
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What reviewers mention most

Anonymous User Verified Review
Posted on Mar 23, 2023

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

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Value for money5.0
Integrations4.0
Great choice for our business, this tool helped me so much as it ensures that all our documents are on-board and compliant with company guidelines which is an essential part of our business. And also, it easily integrates with various applications such as MS Office, Google Drive, and adobe creative suite. So we can easily access its features within these applications.
Chris Walker, Founder and CEO at LegiitVerified Review
Posted on Nov 16, 2022

“Templafy allows us to integrate different platforms such as CRM platforms into the software”

Overall rating5.0
Ease of use4.0
Features & functionality5.0
Customer support4.0
Value for money5.0
Integrations4.0

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.

Eliana Levine, Co-founder at FindPeopleEasyVerified Review
Posted on Jul 4, 2022

“Templafy allows you to create various files within the system and manage them all from one place”

Overall rating5.0
Ease of use5.0
Features & functionality4.0
Customer support4.0
Value for money5.0
Integrations4.0

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.

Aaron Gray, Co-Founder at Agency 101Verified Review
Posted on Jul 4, 2022

“Templafy seeks to simplify and automate document management across any enterprise technology stack”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money5.0
Integrations5.0

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

Document Management Software

  • Collaboration Tools
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature

Document Control Software

  • Collaboration Tools
  • Compliance Management
  • Document Assembly
  • Document Capture
  • Electronic Signature

Plans

Templafy pricing

Free Version
Yes
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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