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Onbase by Hyland vs Templafy: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Onbase by Hyland vs. Templafy is based on a specific set of business needs and context. The comparison uses 2185 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Onbase by Hyland and Templafy

Onbase by Hyland, Templafy, DocuWare, DocStar ECM, etc., belong to a category of solutions that help Content Management Systems. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Onbase by Hyland covers Workflow Management, Content Management, Sales Document Management, Helpdesk Management with Phone Calls, etc.

Templafy focuses on Sales Document Management with E-Mail, Content Management, Workflow Management, Collaboration with E-Mail, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Onbase by Hyland

Focus area

Onbase by Hyland is better than Templafy for

Software Failure Risk

  • low

logo Templafy

Focus area

Software Failure Risk

  • low

About

Enterprise information platform designed to manage content, processes and cases.

Connect and manage entire document ecosystems - Templafy

Age

1991

Financials

M&A

SERIES B

Business Need

Total Processes
(we found evidences for)

42

32

Total Goals
(we found evidences for)

8

8

Top Processes

Evidences indicate better relative satisfaction



content publishing


sales document management

contract management

proposal & quote management


helpdesk management


customer case management


training & onboarding


campaign management



billing and invoice management


knowledge management


engagement management

engaging and following up




products & pricelist management


customer feedback management

measuring customer satisfaction


revenue cycle management



discount management


promotion management



distribution management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Scale best practices

  • Improve efficiency

  • Improve digital and social presence

  • Grow market share

  • Manage risk

  • See 5 more
  • Scale best practices

  • Acquire customers

  • Build brand awareness

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve internal communications

  • Improve ROI

  • Improve brand engagement

  • See 5 more

Top Channels

Channels Used

  • e-mail

  • offline

  • on premises

  • website

  • point of sale

  • mobile

  • phone calls

  • print media

  • magazine

  • See 6 more
  • e-mail

  • offline

  • on premises

  • website

  • point of sale

  • mobile

  • phone calls

  • print media

  • magazine

  • See 6 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting