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.<\/p>
Templafy\u2019s 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. <\/p>
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. <\/p>
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.<\/p>
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. <\/p>
Some of its features include:<\/p>
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. <\/p>
It provides support through an online help desk and knowledge base and is available on a per-user per-month basis.<\/p>
The solutions and services that Templafy renders can be divided into several categories, which include:<\/p>
Templafy removes all the complexities of formatting documents, which results in huge gains in productivity.<\/strong><\/p>
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.<\/p>
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.<\/p>
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.<\/p>
With Templafy, businesses can build accurate and compliant presentations from the start.<\/p>
Reduce bottlenecks throughout your supply chain<\/p>
Enable your organization with better-performing content.<\/p>
Deliver the latest content where it can’t be missed<\/strong>: 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. <\/p>
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.<\/p>
Enable everyone to create high-performing content<\/strong>: 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. <\/p>
With fewer custom requests, the marketing team has time to focus on strategic work and value creation.<\/p>
Make every email a marketing opportunity<\/strong>: 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. <\/p>
Templafy also provides insights into email signature campaigns to ensure marketing can track and optimize performance.<\/p>
Win more deals with outstanding documents.<\/p>
Get intuitive content access inside the applications you use<\/strong>: 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. <\/p>
In a few clicks, customer-specific information is quickly pulled into a document creation workflow speeding up and ensuring accuracy in the process.<\/p>
Use automation to take care of the detailed work, fast<\/strong>: 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. <\/p>
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.<\/p>
Track engagement and performance of documents<\/strong>: Templafy\u2019s 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.<\/p>
Make staying on-brand easier than going off-brand.<\/p>
Give intuitive content access from inside document apps<\/strong>: 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.<\/p>
Let automation take care of the brand essentials<\/strong>: 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. <\/p>
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.<\/p>
Get agile distribution direct to employee documents<\/strong>: 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. <\/p>
Templafy’s higher asset usage means increased brand equity when the right brand content is the only content employees use.<\/p>
Automate document classifications at the point of creation.<\/p>
Compliant documents that meet security requirements<\/strong>: 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.<\/p>
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.<\/p>
Full control over your document landscape<\/strong>: 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.<\/p>
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.<\/p>
Effectively manage policy changes<\/strong>: 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.<\/p>
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.<\/p>
Prepare your content infrastructure for what\u2019s coming.<\/p>
Security and efficiency in all document creation<\/strong>: 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.<\/p>
Set up document metadata from the very start<\/strong>: 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.<\/p>
Because Templafy gets data from many sources, including user profiles, integrated systems, or documents; metadata setup and control possibilities are almost limitless.<\/p>
One content enablement platform to connect it all<\/strong>: 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.<\/p>
A connected content infrastructure facilitates smooth and easy content distribution in a user-friendly workflow that content teams can control without IT’s help.<\/p>
Connect employee lifecycles with perfect documents.<\/p>
All essential HR documents, made fast with automation<\/strong>: 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.<\/p>
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.<\/p>
Eliminate errors and ensure compliance in every HR document<\/strong>: Templafy ensures that every document is compliant by default with the correct legal language.<\/p>
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.<\/p>
Easy access to the right content inside your email<\/strong>: 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. <\/p>
Employees can also compose on-brand, accurate emails quickly, with easy access to content, including text snippets and images, through the Library.<\/p>