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Text Content

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 * Platform
 * Cases
 * Pricing
 * Support
 * Resources
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SOLUTIONS

Solutions overview






BY DEPARTMENT



Sales

Win more deals with outstanding documents



Marketing & brand

Make staying on-brand easier than going off-brand



IT & InfoSec

Prepare your content infrastructure for what’s coming

Other




BY INDUSTRY



Professional services

Improve win rates with better proposals



Financial services

Create fund and investor reports in minutes



Accounting

Build accurate and compliant presentations from the start

Other



TEMPLAFY X MICROSOFT
Unlock your potential with Microsoft and Templafy
Learn more about the benefits of buying Templafy through the Microsoft ISV
Partner Program
Learn more

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PLATFORM

Platform overview

Manage your entire document ecosystem with our flexible solutions



Integrations

Unify your content ecosystem from within your existing applications



Doc Gen API

Document generation within your workflow

Security

Automate personalized templates with the correct classifications



Privacy

Templafy is committed to protecting the rights to privacy of those who trust us
with their personal data.




CREATE DOCUMENTS



Automated document creation

Generate better-quality business documents faster



Automated template management

Automate personalized templates with the correct classifications



Email signature management

Simplify the creation of powerful, on-brand campaigns




EDIT DOCUMENTS



Brand content distribution

Centrally manage on-brand, compliant content



AI and Doc Gen

Use Managed AI to enable greater productivity without the risk



Productivity tools

Finalize documents with 50+ easy editing tools



PRODUCT UPDATE
Templafy´s Copilot integration on Microsoft Teams
Create better business documents faster by using Microsoft Copilot and
Templafy’s document compilation engine.
Check it out

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RESOURCES

Resources overview





Blog

Find the latest articles on brand, technology, documents, and more



Guides and Whitepapers

View our guides for a detailed exploration of relevant industry themes



Video

Browse our latest videos from our events, webinars and product demos



News & Press releases

Find the latest Templafy news, press releases and press kit



Events & webinars

Sign up to future events or webinars



whitepaper
Become AI & automation ready in 2024
We surveyed 1,200+ enterprise employees on their use of AI & automation in the
workplace
Check it out

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ABOUT

About us

Get to know us – who we are and what we do



Careers

Discover career opportunities at our offices around the world

Partners

Learn about Templafy’s partners and how to become one



Contact

Feel free to contact us if you have any questions or feedback



partners
Grow your business as a Templafy Partner
We’re always open to making new friends. Learn more about partnering with us to
refer, co-sell, integrate, license, or implement our technology
Become a partner

Solutions
Platform
Cases
Pricing
Support
Resources
About
Get started





HOME




GET YOUR DOCSIN A ROW

Accelerate revenue and protect your brand with document automation.

Book demo
Watch video


AUTOMATE THE DOCUMENTS THATMATTER

Join the 4 million knowledge workers that got rid of document work with
Templafy.

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sales


SAVE 92% OF TIME SPENT CREATING PROPOSALS, JUST LIKE JAMES

“Templafy has freed up our sales team to take more meetings, which has a direct
impact on our win rate.” 

James Bruce, Senior Pre-sales Architect, Icomm

Win more deals


MARKETING & BRAND


PROTECT YOUR BRAND REPUTATION AND SAVE TIME LIKE ERM 

79008000+

employees globally using the latest, company-approved templates showcasing ERMs
visual identity.

Amplify brand value

IT & INFOSEC


FULL CONTROL OVER YOUR DOCUMENT LANDSCAPE

7095%

of IT time saved in content management.

Free up technical resources

AI ASSISTANT


RELIABLE AI THATSCALES WITH YOURENTERPRISE

How it works

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“With Templafy, we’ve found the key to unlock the productivity promise of AI
without the risk. It’s simple to manage, easy to use and helps everyone deliver
reliable business content much faster.”

Kaisa Nummela

Portfolio Owner – Digital channels, Tietoevry




SECURITY-FIRST IN EVERY ASPECT

When it comes to document automation, security is a non-negotiable. We never
meet security standards when we can exceed them — because protecting your
documents is what we do.

Explore security features

--------------------------------------------------------------------------------

“We’re committed to continually raising Templafy’s security posture by complying
with the highest security standards. We do this to strengthen the resilience of
the organization and the solution against an evolving landscape.”

Ellen Benaim

Chief Information Security Officer, Templafy

Certifications

Available on




A LONG-LASTING PARTNERSHIP HELPING ENTERPRISES TO ACCELERATE BUSINESS GROWTH

“Templafy and Microsoft have collaborated to provide significant benefits to
large enterprises by offering AI solutions that deliver measurable return on
investment and business value. These solutions are customized to meet specific
business priorities and are seamlessly integrated within the Microsoft
ecosystem.”

Priscyla Laham

VP, ISV Partnerships, Americas, Microsoft 

How it works
Partner with Templafy

INTEGRATIONS


ALL YOUR BUSINESS CONTENT.


CONNECTED.

No more switching between apps. We will bring the content and data from your
tech stack to where work gets done.

See all integrations



BUSINESSES THAT RELY ON DOCUMENTS CHOOSE TEMPLAFY

View customer stories

Previous

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Previous

Analysts are acknowledging our AI capabilities

Templafy is recognized as a Representative Vendor in the 2024 Gartner® Market
Guide for RFP Response Management Applications.

Get the report


How BDO maintains a unified brand worldwide

“Templafy is by lengths the most versatile, reliable and scalable doc gen
platform on the market. For a business like ours that rely heavily on documents
to deliver value, the choice of vendor was really a no-brainer.”

Paul Vetrone

Director, Innovation & Change, BDO Canada

+100hr

saved on document creation by a staff member every year

*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting


Forrester study finds that organizations with 10,000 users see a 1239% ROI after
implementing Templafy.

Get the report

30%

faster business document creation

95%

of IT’s involvement is eliminated once Templafy is deployed

Analysts are acknowledging our AI capabilities

Templafy is named in Forrester’s 2024 trends report, LLM Promise to Deliver
Document Automation Glory.

Get the report

Next
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DO MORE BUSINESS
WITH LESS WORK

Book demo
Request pricing
 * Home

--------------------------------------------------------------------------------

PLATFORM

Automated document creation

Automated template management

Email signature management

Brand content distribution

Productivity tools

AI and Doc Gen

Privacy at Templafy

Security at Templafy

SOLUTIONS

Sales

Marketing & brand

IT & Infosec

Financial services

Professional services

Accounting

RESOURCES

Blog

Guides & Whitepapers

Events & Webinars

Glossary

Templafy Implementation

Newsroom

Integrations

Doc Gen API

COMPANY

About

Contact us

Pricing

Careers at Templafy

Partnering with Templafy

General terms and conditions

Data processing agreement

Security and privacy FAQ

Cookies Settings

--------------------------------------------------------------------------------

CONTACT

info@templafy.com



--------------------------------------------------------------------------------

Platform

Automated document creation

Automated template management

Email signature management

Brand content distribution

Productivity tools

AI and Doc Gen

Privacy at Templafy

Security at Templafy

--------------------------------------------------------------------------------

Solutions

Sales

Marketing & brand

IT & Infosec

Financial services

Professional services

Accounting

--------------------------------------------------------------------------------

Resources

Blog

Guides & Whitepapers

Events & Webinars

Glossary

Templafy Implementation

Newsroom

Integrations

Doc Gen API

--------------------------------------------------------------------------------

Company

About

Contact us

Pricing

Careers at Templafy

Partnering with Templafy

General terms and conditions

Data processing agreement

Security and privacy FAQ

Cookies Settings

--------------------------------------------------------------------------------

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.

Copyright © 2024 Templafy



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