Overview
Templafy is the next gen document generation platform that automates documents to remove risk, increase efficiency and enable better document creation at any complexity and scale. From immediate access to on-brand, compliant company templates directly within Microsoft 365 to fully automated compilation of a sales proposal within Salesforce, our platform enables employees to create business documents faster, so they can focus on the work that matters.
Automatically tailor every document template to the specific requirements of each employee. Centrally-managed base templates that are dynamically adjusted, meaning changes only need to be made once.
Simplify document creation across your organization. From proposals to contracts, audit reports to branded templates. Assemble client-ready, accurate, and impactful documents in minutes, for every customer touchpoint.
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