Templafy

About Templafy
Templafy is a fast-growing company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.
With Templafy, businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.
Key benefits of Templafy
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Reviews
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- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Templafy: Standardize your designs easily
Reviewed on 2024/10/16
All in all, using Templafy, it is rather simple to keep a project coherent in terms of design,...
All in all, using Templafy, it is rather simple to keep a project coherent in terms of design, which is always a plus. With Templafy, the design work is greatly simplified, while brand compliance is maintained across the board. It’s easy to use and useful in that it reduces the amount of time spent on monotonous tasks.
Pros
Dynamic content adapts to the user role and settings to get the desired layout and style. Real-time brand compliance checks: It is possible to guarantee that all designs are in brand identification instantly. Studies and proposals can be made; comments and direct records can also be made on the code document.
Cons
An area of improvement could be integration with other commonly used design software and programming of easier to incorporate template generation controls. Lack of flexibility, where the company is able to design different aspects of the structure in a complicated manner.
- Industry: Banking
- Company size: 5,001–10,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Definitive solution for managing templates and content in the company
Reviewed on 2024/11/08
In short, Templafy is an innovative and effective solution for the management of templates and...
In short, Templafy is an innovative and effective solution for the management of templates and content in the company, since its focus on consistency and compliance with the brand, as well as its ability to improve efficiency in the creation of documents, have made it the best essential tool in the current business environment.
Pros
In the digital age we live in, efficiency at work is key to the success of any company. That is why tools like Templafy have become essential for the management of templates and corporate content. Templafy is a platform that allows organizations to centralize and control all their documents, ensuring consistency and brand compliance in all materials used.
Cons
Everything that this excellent tool offers us seems very good to me, there is nothing that I do not like since it offers us a Centralization of templates and corporate content, Guarantee of consistency and compliance with the brand and Facilitates collaboration between teams
Response from Templafy
Thank you so much for your thoughtful review! We're thrilled to hear that Templafy has become an essential tool for managing templates and corporate content in your company. It’s great to know that our focus on consistency, brand compliance, and team collaboration has helped streamline your workflows and enhance efficiency. Your feedback inspires us to keep improving and delivering solutions that make a meaningful difference. If you ever have any questions or suggestions, please feel free to reach out. Thanks again for being part of our Templafy community!
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 1.0 /10
If possible it is better to avoid this tool
Reviewed on 2023/03/23
Pros
Templafy is promising to unify templates, documents, signatures across company. It mostly does, but it has many issues.
Cons
I had so many issues with this tool that I had to manually deactivate to be even able to work. It has compatibility issues with another software. Even the basic ones like Teams to Outlook integration. From time to time Templafy has issues to even connect.

- Industry: Electrical/Electronic Manufacturing
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Templafy use
Reviewed on 2023/04/13
I am using for signature in Microsoft Outlook and in microsoft powerpoint as templates for slides
I am using for signature in Microsoft Outlook and in microsoft powerpoint as templates for slides
Pros
very easy add signature to email, you can choose from internal signature or if it is for external people, using quite nice templates
Cons
a lot of problems with compatibility Microsoft Outlook, due to templafy I can´t make the online teams meetings
- Industry: Computer Software
- Company size: 501–1,000 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best software to manage your documents.
Reviewed on 2019/04/10
By sharing our internal documents with each other in the company, we are getting benefits.
By sharing our internal documents with each other in the company, we are getting benefits.
Pros
First of all it is very easy to use. User can dynamically update and share the documents with in the organisation. It can integrate with other softwares also like Microsoft office, office 365 and many more. It is very much secure so no need to worry about the data security. It has concurrency of documents means the data is on cloud and if a document is opened by two user so it will update the content from both. Any changes to the documents and templates will get reflected.
Cons
I was not able to find any disadvantages right now but Pricing is bit high for small organisations.
Templafy FAQs
Below are some frequently asked questions for Templafy.Q. What type of pricing plans does Templafy offer?
Templafy offers the following pricing plans:
- Free Trial: Not Available
Templafy's platform is designed for large enterprise companies. Please contact Templafy directly for pricing details. Price depends on how many users, features and add-ons you need.
Q. Who are the typical users of Templafy?
Templafy has the following typical customers:
201–500, 501–1,000, 1,001–5,000
Q. What languages does Templafy support?
Templafy supports the following languages:
Danish, English, Spanish
Q. Does Templafy support mobile devices?
Templafy supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Templafy integrate with?
Templafy integrates with the following applications:
AFAS Software, Adobe Creative Cloud, Aprimo Digital Asset Management, Azure DevOps Server, Brandfolder, Brandworkz, Bynder, Canto, ChatGPT, Data Dwell Digital Asset Management, Deltek ConceptShare, Dropbox Business, FotoWare DAM, Frontify, Google Contacts, Google Drive, Google Workspace, Highspot, ImageVault, Imageshop, Kadanza, Kontainer, Lytho Digital Asset Management, M-Files, Microsoft 365, Microsoft Azure, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, Okta, OpenAsset, OpenText Appworks, Papirfly, QBank, Salesforce Sales Cloud, Sitecore, Skyfish, Workzone, iManage Share
Q. What level of support does Templafy offer?
Templafy offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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