Templafy

4.2 (18)
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Document generation & management software.

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

  • The Library feature – embedded inside document creation apps – provides intuitive one-click-access to company document assets.

  • Templafy controls the visual and content alignment of employee-produced business documents, ensuring brand consistency and compliance throughout all communication material. Users can share and reuse best-practice company slides, images, text or videos, saving time while remaining on-brand.

  • Each document template automatically incorporates relevant personal data and applies the correct visual and legal standards, easing the management of brand compliance.

  • The automation features help teams save time building long, complex business documents with a smart template that auto-populates documents with company-approved content only.

  • Check and ProductivityPlus tools ensure faster edits, up-to-date content, layout and formatting every time.

  • Templafy is compatible with mobile devices as well as tablets, allowing users to access templates and updates while on the move and from any location.

  • Templafy's Email Signature Manager operates within your enterprise security walls and provides central management of all your enterprise’s email signatures, including email campaigns.

  • Productivity is enhanced, company time is saved every day, and companies can get the most out of their already existing tools through Templafy connecting all the apps and tools used in document creation into an aligned intuitive workflow.

  • Images

    Templafy Software - Better documents win more business
See how Templafy’s next-gen document generation platform activates brands, drives governance and enables employees to create high-performing business documents faster.
    Templafy Software - Intuitive access to all document assets and templates
Templafy's Library provides one-click access to all company document assets from inside document creation applications.

Find company templates, presentations, slides, slide collections, text elements,
    Templafy Software - Automate Complex Documents like Sales Proposals
Intelligent automation and Generative AI in Templafy Dynamics builds documents quickly and correctly.

Answers to gated questions trigger intelligent automation that pulls up-to-date company content into doc
    Templafy Software - Automate complex document assembly with GenAI
Intelligent automation and Generative AI in Templafy Dynamics builds documents quickly and correctly.

Answers to gated questions trigger intelligent automation that pulls up-to-date company content into docum
    View 4 more
    Templafy Software - Better documents win more business
See how Templafy’s next-gen document generation platform activates brands, drives governance and enables employees to create high-performing business documents faster.
    Templafy Software - Intuitive access to all document assets and templates
Templafy's Library provides one-click access to all company document assets from inside document creation applications.

Find company templates, presentations, slides, slide collections, text elements,
    Templafy Software - Automate Complex Documents like Sales Proposals
Intelligent automation and Generative AI in Templafy Dynamics builds documents quickly and correctly.

Answers to gated questions trigger intelligent automation that pulls up-to-date company content into doc
    Templafy Software - Automate complex document assembly with GenAI
Intelligent automation and Generative AI in Templafy Dynamics builds documents quickly and correctly.

Answers to gated questions trigger intelligent automation that pulls up-to-date company content into docum

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    Reviews

    Overall rating

    4.2 /5
    (18)
    Value for Money
    4.2/5
    Features
    4/5
    Ease of Use
    4.1/5
    Customer Support
    4.1/5

    Already have Templafy?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 18
    Otilde
    Otilde
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 1,001–5,000 Employees
    • Used Weekly for 6-12 months
    • 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.

    Gilberto
    Overall rating
    • Industry: Banking
    • Company size: 5,001–10,000 Employees
    • Used Daily for 1+ year
    • 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!

    Irena
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • 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.

    Ludmila
    Ludmila
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 1,001–5,000 Employees
    • Used Daily for 6-12 months
    • 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

    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 501–1,000 Employees
    • Used Weekly for 1+ year
    • 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.

    Showing 5 reviews of 18 Read all reviews

    Templafy FAQs

    Below are some frequently asked questions for Templafy.

    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.

    Templafy has the following typical customers:

    201–500, 501–1,000, 1,001–5,000

    Templafy supports the following languages:

    Danish, English, Spanish

    Templafy supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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

    Templafy offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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