Templafy is a cloud-based template management system designed specifically to manage, dynamically update and share business document templates and brand assets throughout your organization. The solution is most useful for large multinational enterprises with many employees handling thousands of documents every day.
Templafy’s next-gen document generation platform automates all business document creation across organizations to activate and protect brands, drive governance and enable better document creation at any complexity and scale. The platform uniquely leverages content enablement technology that intelligently connects content to users where they already work, when it matters most.
From immediate access to on-brand company templates directly within Microsoft Office, to fully automated compilation of a sales proposal within Salesforce, to automating document classification at the point of creation, and every content workflow between and beyond, our platform enables employees to create compliant, on-brand, high-performing business documents faster.
Founded in Denmark in 2014, Templafy is a global organization with offices in six major business hubs including New York, London, Copenhagen, and Sydney. It supports over 2.8M users and enables over 600 enterprise customers like KPMG, IKEA, and BDO, to remove content anarchy from business document generation everywhere.
Overview of Templafy
Templafy is a cloud-based content management system that allows users to manage and update digital assets through a single interface and sends alerts when content is updated.
Some of its features include:
- Users can upload digital assets to a cloud-based library for employee use.
- Content is searchable and can be delivered automatically based on user actions.
- Updates to branding and content are accessible as soon as they are uploaded.
- Users are alerted if templates have changed when opening older files.
Templafy tracks how frequently assets are used, and permissions controls allow administrators to determine who can access and edit content. The software’s design is compatible with mobile devices, and its interface can also be customized to match company branding. Templafy integrates with Microsoft Office, Office 360, SharePoint, One Drive, and Google Drive.
It provides support through an online help desk and knowledge base and is available on a per-user per-month basis.
Templafy’s Solutions
The solutions and services that Templafy renders can be divided into several categories, which include:
By Industry
Professional services
Templafy removes all the complexities of formatting documents, which results in huge gains in productivity.
- Improve win rates with better proposals
- Automate your route to productivity
- Get accurate and compliant information included in every single contract
- Work where you are: Engagement letter, project plan, or new business deck? Choose what to automate inside Word and PowerPoint.
- Assemble in seconds: Automate your document using only company-approved content and connected data sources
- Add the final touches: Templafy has 50+ productivity tools to correct formatting and check for content errors and inaccuracies
Financial services
Whether it’s a fund report, investor report, or proposal, document automation gets you most of the way before you’ve even started. Templafy ensures that professionals have access to the right content at the right time, so they can spend more time on true finance work.
- Define your purpose: Fund report or pitch deck? Choose any document type and let automation compile it
- Add approved content: Access best-practice résumés, case studies, images, and icons from within the programs you already use
- Perfect your work: 50+ productivity tools for formatting content and checking for errors and inaccuracies
- Create fund and investor reports in minutes
- With Templafy, manual and repetitive tasks are removed, freeing up headspace for value-driven work.
- Templafy includes accurate and compliant information in every single report
Engineering & construction
Templafy removes all the complexities of formatting documents, resulting in huge gains in productivity. With Templafy, you can create proposals, SOWs, site assessments, and other critical documents 30% faster. Always on-brand, always compliant.
- Ensures faster turnaround times, improving efficiency and volume
- Unlocks productivity from ground to boardroom
- Get started in seconds: Site assessment, geotechnical report or something else – define the purpose and let automation compile it
- Access approved content: Find the latest data, résumés, case studies, images and icons without leaving your document
- Drive global standards: Maintain consistency across every document, presentation, employee, and office
- Provides seamless access to pre-approved content, driving higher-quality documents
- Templafy applies all standards automatically, reducing reputational risk
Accounting
Businesses that are not focusing on automating their processes are going to quickly lose relevance over time. Templafy prevents that by creating engagement letters, audit reports, proposals, and other client deliverables 30% faster with document automation.
With Templafy, businesses can build accurate and compliant presentations from the start.
Manufacturing
Reduce bottlenecks throughout your supply chain
- Reduce costs, mitigate risk, and increase employee satisfaction with Templafy’s automation solutions.
- Easy document creation: Streamline every document (from supplier agreements to PCB documentation) by letting Templafy automate the compilation
- Automated content distribution: Maximize productivity with access to the most up-to-date résumés, case studies, images, and data from your existing workspace
- Supply chain efficiency: Stay agile by eliminating supply chain bottlenecks caused by inefficient Manufacturing Process Control and QMS documentation
- Assemble client-ready, impactful documents in minutes and drive better conversion rates.
- Generate forms and instructions with automated and easy-to-locate titles, classifications, document numbers, and metadata
- Templafy delivers simple and fast document creation. This frees up more time for tailored, client-facing work.
By Department
Marketing
Enable your organization with better-performing content.
Deliver the latest content where it can’t be missed: Templafy enables intuitive access to content inside Word, PowerPoint, and Google Workspaces. This increases company-wide usage of the latest marketing material and sales collateral.
Content distribution is also an IT-free task that delivers marketing content within direct reach of the teams who need it and gives insights into actual content usage.
Enable everyone to create high-performing content: Templafy provides a simple route to the latest content from inside Microsoft Office and Google Workspace. This enables all employees to find the approved assets they need to create great marketing materials.
With fewer custom requests, the marketing team has time to focus on strategic work and value creation.
Make every email a marketing opportunity: A centralized email signature solution lets marketing teams align every email signature and campaign enterprise-wide to secure branding and activate a powerful marketing channel.
Templafy also provides insights into email signature campaigns to ensure marketing can track and optimize performance.
Sales
Win more deals with outstanding documents.
Get intuitive content access inside the applications you use: Built-in access to the latest sales content from inside Microsoft Office and Google Workspace means finding the latest sales collateral and assets to build documents is intuitive and fast. With Templafy, employees can also start a document from inside Salesforce.
In a few clicks, customer-specific information is quickly pulled into a document creation workflow speeding up and ensuring accuracy in the process.
Use automation to take care of the detailed work, fast: Templafy ensures sales can produce detailed documents fast and accurately when the right assets are within reach. Template automation takes care of inserting mandatory content.
In addition, there is direct content creation from inside Office, Workspace, and Salesforce with dynamic templates that pull the correct content from connected systems to create contracts, pitches, quotes, etc., quickly and accurately.
Track engagement and performance of documents: Templafy’s smart workflow lets sales teams send directly from the document and collaborate and track the engagement of documents sent to opportunities. Sales enjoy document transparency and an easy user experience in the delivery and collaboration of a document, plus analytics and insights to help improve content performance overall.
Brand and communications
Make staying on-brand easier than going off-brand.
Give intuitive content access from inside document apps: Templafy gives every employee a simple route to approved brand content from inside Microsoft Office and Google Workspace applications. Fewer custom requests and less ‘policing’ free up time for brand and communication teams to focus on strategic work.
Let automation take care of the brand essentials: Keeping everyone on-brand is simple when the right assets are within easy reach and template automation takes care of inserting mandatory content in documents.
Templafy provides easily accessible templates that automatically adapt to the user pull in brand-approved content and user profile information. This ensures global brand compliance in all employee-produced documents.
Get agile distribution direct to employee documents: Instant distribution is a simple, IT-free task that pushes new brand rollouts directly inside Microsoft Office and Google Workspace applications where employees need it.
Templafy’s higher asset usage means increased brand equity when the right brand content is the only content employees use.
InfoSec
Automate document classifications at the point of creation.
Compliant documents that meet security requirements: With Templafy, organizations can automatically ensure that every document is labeled correctly (from sensitivity level to user access) and contains company-approved content, such as legal disclaimers, from the start.
That means Data Loss Prevention (DLP) is activated even better with Templafy. This provides DLP tooling such as Microsoft Purview Information Protection (MPIP) with assurance while embedding the protection process into everyday workflows.
Full control over your document landscape: Every new document created with Templafy has the correct metadata assigned to it. This makes it easier to locate information, manage document governance and DLP signposts, and define retention times across the company.
Consequently, organizations can better navigate their approach to data and compliance regulations such as CCPA and GDPR. All the while ensuring adherence to strict ISO 27001 2022 standards for document management.
Effectively manage policy changes: Templafy helps distribute changes to document templates in moments. From document classifications and retention times to pre-populated content, it makes sure that every new document is fully aligned with compliance standards.
With Templafy, organizations can get a complete overview of every document template. This helps them understand where the gaps are and prepare for the changes ahead.
IT
Prepare your content infrastructure for what’s coming.
Security and efficiency in all document creation: Templafy introduces security and efficiency to document workflows by integrating enterprise identity management (SSO) with employee documents. Integrations with Single Sign-On and existing content applications gather content and employee information and deliver it directly to employee workflows inside Microsoft Office and Google Workspace applications.
Set up document metadata from the very start: Templafy allows for different metadata types to be set automatically when an employee creates a document. It requires no user input, so all documents can be classified according to pre-set company policies.
Because Templafy gets data from many sources, including user profiles, integrated systems, or documents; metadata setup and control possibilities are almost limitless.
One content enablement platform to connect it all: Templafy consolidates software around existing content systems and creates an evergreen content infrastructure that cut costs and maintenance for IT teams. This includes even during implementation with an out-of-the-box solution for connecting SSO and integrations.
A connected content infrastructure facilitates smooth and easy content distribution in a user-friendly workflow that content teams can control without IT’s help.
HR
Connect employee lifecycles with perfect documents.
All essential HR documents, made fast with automation: Automation compiles documents like hiring process materials, contracts, and offer letters with smart templates. With Templafy, you can easily track document engagement or through integrations with existing signature tracking tools.
Templafy can integrate with practically any existing 3rd party HR systems in a connected content workflow that brings easy, direct access to all HR content inside Microsoft and Google Workspace documents.
Eliminate errors and ensure compliance in every HR document: Templafy ensures that every document is compliant by default with the correct legal language.
Easily accessible smart templates pull in approved content only, eliminating the risk of human error. Also, simplified document formatting ensures HR employees experience a secure, fast, and intuitive workflow.
Easy access to the right content inside your email: Get a faster, streamlined, and professional email production workflow and save HR employees from the time-consuming tedium of manually inserting content in emails. Templafy gives access to a Library of all HR-relevant content directly in Outlook and Gmail.
Employees can also compose on-brand, accurate emails quickly, with easy access to content, including text snippets and images, through the Library.
Benefits of Using Templafy
Document automation
- Generate better-quality business documents faster
- Assemble client-ready, accurate, and impactful documents in minutes, for every customer touchpoint
- Achieve complete alignment, from branded base templates to fully automated documents
- Generate documents with the correct branding, data, classifications, and content from the start
- Deliver automated document creation, embedded into every employee workflow, without relying on IT
Content distribution
- Centrally manage on-brand, compliant content
- Save time and effort in your rebrand, M&A, and ongoing content updates.
- Get centralized distribution and intuitive access to document templates and brand assets
- Enable marketing autonomy without relying on IT
- Get instant access to the latest content and brand assets from within Microsoft Office and Google Workspace
- Roll out content updates globally through a simple, easy-to-use Admin Center – instantly
Productivity tools
- Finalize documents with 50+ easy editing tools
- Create professional, on-brand presentations faster than ever with new PowerPoint editing tools.
- Link tables, data cells, and graphs from Excel with a simple copy-paste.
- Scan for and automatically fix common formatting and grammar errors.
Template management
- Automate personalized templates with the correct classifications
- Automatically individualized and branded document templates with up-to-date company information in all business documents.
- Automatically include conditional information from user profiles, company standards, customer databases, and metadata — all adjusted to each employee.
- Why maintain large numbers of document templates when you can customize them with dynamic content fields via Templafy’s cloud-based template management system?
- Business document compliance is easy to manage and enforce with centralized control over addresses, logos, document classification and disclaimers.
Email signature management
- Simplify the creation of powerful, on-brand campaigns.
- Create, deploy, and manage personalized signatures in real-time without sacrificing security
- Easily create and distribute the best-in-class, professional email signatures globally.
- Flexible campaign management designed for marketing and communications teams.
- Tailor signature layouts to your company’s brand, locations, languages, and teams.
- Consolidate multiple signatures into one base template for easy maintenance.
- Deploy best practice or custom layouts across all on-premise and online applications – automatically updated with Active Directory and SCIM integration
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References
- Templafy Official Website
- G2
- GetApp
- Software Advice
