Visit website

Automate all creation of complex documents

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.
Templafy
2014
Denmark
  • Accounting
  • Banking
  • Construction
  • Financial-services
  • Human-resources
  • Insurance
  • Legal-services
  • Management-consulting
  • Real-estate
9 Industries
  • Dutch
  • English
  • German
3 Languages
Industries
  • Accounting
  • Banking
  • Construction
  • Financial-services
  • Human-resources
  • Insurance
  • Legal-services
  • Management-consulting
  • Real-estate
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
Support
  • Email
  • Chat
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video
  • Blog
  • Webinar

Media

Templafy
Templafy

Templafy Core Features

Focus of Document Generation Feature
  • Collaboration
  • Digital Signature
  • Document Management
  • Document Security
  • Easy Integration
  • Interaction Tracking
  • Multiple Output Formats
  • Process/Workflow automation
Focus of Document Management Feature
  • Collaboration Tools
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature
Focus of Document Control Feature
  • Collaboration Tools
  • Compliance Management
  • Document Assembly
  • Document Capture
  • Electronic Signature

Templafy Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • Yes
Payment Frequency
  • Quote Based
Vendor pricing page

Templafy Reviews

4
Total Reviews
5.0/5
Overall Rating
0
Recent Reviews

What Users Say

Templafy, this productivity software enables organizations to manage and streamline business documents and ensure consistency.
Anonymous User
Anonymous User
Templafy allows us to integrate different platforms such as CRM platforms into the software
Chris Walker
Chris Walker , Founder and CEO at Legiit
Templafy allows you to create various files within the system and manage them all from one place
Eliana Levine
Eliana Levine , Co-founder at FindPeopleEasy
Templafy seeks to simplify and automate document management across any enterprise technology stack
Aaron Gray
Aaron Gray , Co-Founder at Agency 101

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.

Templafy Reviews

5.0 4 Reviews
  • Relevance
  • Most Recent
  • Rating: high to low
  • Rating: low to high
Write a Review
Anonymous User

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

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.

What was the project name that you have worked with Templafy?

Document Management Software , Document Generation Software

How long have you used Templafy?

9 Months

How frequently you use Templafy?

Daily

What do you like the most about Templafy?

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 do you like the least about Templafy?

We like this tool but it is not flexible enough for our needs.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Integrations

Google Drive
Microsoft 365
Dropbox

Switched from

Seismic
Chris Walker

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.

How frequently you use Templafy?

Daily

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Eliana Levine

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.

How frequently you use Templafy?

Daily

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Aaron Gray

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.

How frequently you use Templafy?

Daily

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
This profile is not claimed

Do you own or represent this business? Enter your business email to claim your Goodfirms profile.

Thank you for claimed

You have successfully submit request your claim