Templafy

What is Templafy?

Templafy is a comprehensive document generation platform that streamlines and automates the creation of business documents across organizations. It leverages content enablement technology to seamlessly integrate with the tools employees already use, empowering them to generate compliant, on-brand documents faster and more efficiently

Highlights

• Intelligent content integration: Templafy connects relevant content and templates directly within applications like Microsoft Office and Salesforce, providing immediate access to necessary resources
• Automated document compilation: The platform can fully automate the assembly of complex documents, such as sales proposals, reducing the manual effort required
• Centralized document management: Templafy offers a single repository for all templates and brand assets, enabling instant updates and ensuring compliance throughout the organization
• Mobile accessibility: Users can access templates and create documents on the go, both online and offline, through Templafy's mobile and tablet compatibility
• Email signature management: Templafy securely manages enterprise email signatures, allowing for multiple profiles per user and updates independent of Account Director.