Templafy
Templafy automates document creation and management for over 800 organizations globally, enhancing efficiency and compliance within Microsoft 365 and Salesforce environments.
Templafy Services
Templafy automates document creation, ensuring compliance and enhancing efficiency for over 800 organizations globally. The platform provides seamless access to on-brand and compliant templates within Microsoft 365. It offers automated sales proposal compilation in Salesforce, powered by Managed AI, and integrates GenAI into every employee workflow. The solutions include email signature management and unified content distribution across various industries and departments.
Templafy Integration Capabilities
Templafy features strong integration frameworks, making it compatible with existing applications to unify content ecosystems. The platform supports seamless integration within Microsoft 365, Salesforce, and other enterprise applications, enabling efficient document creation processes. By integrating Managed AI, Templafy enhances productivity while minimizing risk, ensuring that business documents are created with accuracy and compliance.
Markets Served by Templafy
Templafy provides tailored solutions for a range of industries including financial services, professional services, manufacturing, engineering, and construction. The platform's flexibility and scalability ensure it meets the specific requirements of different sectors, enabling better document creation and management at any complexity and scale. It is utilized by over 3.8 million professionals globally, enhancing productivity across various business environments.
Templafy Solutions for Departments
Templafy offers solutions specifically designed for departments such as marketing, sales, brand and communications, InfoSec, IT, and human resources. The platform facilitates the creation of compliant, on-brand documents, helping each department streamline their workflows. By providing personalized templating solutions and automating document compilation, Templafy enables employees to focus on more impactful work.