Templafy Overview

Templafy revolutionizes document creation with AI-powered automation, serving over 800 organizations globally. This platform significantly reduces the time spent on generating proposals, exemplified by a 92% time-saving for users like James. Templafy ensures brand consistency and document security, crucial for enterprises like ERM. It offers full control over document management, integrating seamlessly with Microsoft tools to support digital transformation. Trusted by over 4 million professionals, Templafy enhances productivity by providing instant access to business knowledge, making it an essential tool for businesses that rely heavily on document generation.

Use Cases

Customers recommend Sales Document Management, Content Management, Workflow Management, as the business use cases that they have been most satisfied with while using Templafy.

Other use cases:

  • Collaboration
  • Engaging And Following Up
  • Training & Onboarding
  • Trust Management
  • Distribution Management
  • Knowledge Management
  • Products & Pricelist Management
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Business Priorities

Scale Best Practices and Acquire Customers are the most popular business priorities that customers and associates have achieved using Templafy.

Other priorities:

  • Build Brand Awareness
  • Enhance Customer Relationships
  • Increase Sales & Revenue
  • Improve Internal Communications
  • Improve ROI
  • Improve Brand Engagement
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Templafy Use-Cases and Business Priorities: Customer Satisfaction Data

Templafy works with different mediums / channels such as E-Mail.

Templafy's features include Templates, Personalization, and Dashboard. and Templafy support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Templafy analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Templafy is the smart way to manage, dynamically update, and share business document templates and brand assets throughout your organization...." Peer review

Templafy, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, IntelligenceBank, etc., all belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Templafy connects and manages entire document ecosystems. Enterprises can browse modules to design tailored solutions.

Popular Business Setting

for Templafy

Top Industries

  • Information Technology and Services
  • Computer Software
  • Human Resources

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Templafy is popular in Information Technology And Services, Computer Software, and Human Resources and is widely used by Small Business, Enterprise, and Mid Market.

Comprehensive Insights on Templafy Use Cases

How does Templafy address your Sales Document Management Challenges?

What solutions does Templafy provide for Content Management?

How does Templafy address your Workflow Management Challenges?

What benefits does Templafy offer for Collaboration?

What makes Templafy ideal for Engaging And Following Up?

13+ more Business Use Cases

42 buyers and buying teams have used Cuspera to assess how well Templafy solved their Content Management Systems needs. Cuspera uses 810 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

Case Studies

Education

CASE STUDY University of Southern Denmark (SDU)

Templafy helped the University of Southern Denmark (SDU) improve access to branded templates and images. SDU moved from an intranet system to a centralized template management platform. Staff, facult...y, and students can now easily find and use up-to-date assets across all campuses. This change boosted template engagement and ensured consistent branding. SDU teams now save time and work more efficiently with on-brand content.

CASE STUDY SSI SCHAEFER

Templafy helped SSI SCHAEFER automate its quotation process. The company faced slow, manual quote creation and inconsistent document branding. Templafy streamlined workflows, improved collaboration, ...and standardized templates. SSI SCHAEFER now saves over 13,000 work hours each year. Employees report higher satisfaction and fewer errors. The platform ensures compliance and a professional look for all documents.

Information Technology and Services

CASE STUDY Tietoevry

Templafy helped Tietoevry align over 24,000 employees after a major acquisition and rebrand. The company needed a secure, centralized platform for document creation and brand compliance. Templafy ena...bled easy access to up-to-date templates and ensured GDPR compliance. In six months, employees created over 100,000 documents and saved more than 4,000 hours each month. IT teams reduced manual work with automated onboarding and content management.

Design

CASE STUDY Ramboll

Templafy helps Ramboll keep its brand identity strong. Employees can now make on-brand documents and presentations fast. All company content is easy to find in PowerPoint and Word. Email signatures a...re always up to date and look the same for everyone. The branding team can update templates and content for all employees right away. This saves time and keeps everything on brand.

Design

CASE STUDY White Arkitekter

Templafy helped White Arkitekter centralize template management and improve brand consistency. Staff no longer waste time searching for up-to-date templates. The solution integrates with their digita...l asset management system and streamlines email signature management. Employees now create documents and emails faster and with consistent branding. Templafy supports White Arkitekter’s digital transformation and quality control goals.

Consumer Goods

CASE STUDY PANDORA

Templafy helps PANDORA keep brand usage consistent worldwide. Employees always use the latest templates, fully integrated with Office. Brand teams quickly update and share content assets using Templa...fy’s online interface. This gives staff easy access to up-to-date resources, making them stronger brand ambassadors. PANDORA’s global growth is supported by secure, centralized brand governance with Templafy.

Frequently Asked Questions(FAQ)

for Templafy

What is Templafy?

Templafy is a Data Governance Software. Templafy helps companies perfect every aspect of business document creation. It enables employees to work faster and within company standards every time. The solution is most useful for Sales and marketing, human resource, legal, administration and IT. They can use Templafy to make sure all documents are created consistently with the most up-to-date company content.

Templafy allows administrators to centralize document templates and dynamically update this content on a single, simple to use platform. Templafy also integrates seamlessly with digital asset management software to bring approved content and templates into the Templafy task pane in office applications.

The software allows users to analyze popular templates and better understand what employees need, further improving document management strategies. The software also features to check that brand guidelines are being followed and provides intuitive search functions that surface the right files for users.

What is Templafy used for?

Templafy is a Content Management Systems Software mainly used by its customers to Scale Best Practices and Acquire Customers by Sales Document Management, Content Management and Workflow Management .

What are the top features of Templafy?

Templates, Personalization and Dashboard are some of the top features of Templafy.

Who uses Templafy?

Templafy is used by Information Technology And Services, Computer Software and Human Resources among other industries.

What are Templafy alternatives?

Where is Templafy located?

Templafy is headquartered at København K, Capital Region 1403, DK.
lightning

Peers used Templafy for sales document management and content management

Templafy Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.73/5 ★

Read Reviews (8)
Custom Reports

4.87/5 ★

Read Reviews (160)
Analytics

4.53/5 ★

Read Reviews (18)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.73/5 ★

Read Reviews (8)
Custom Reports

4.87/5 ★

Read Reviews (160)
Analytics

4.53/5 ★

Read Reviews (18)

Software Failure Risk Guidance

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for Templafy

Overall Risk Meter

Low Medium High

Top Failure Risks for Templafy

Templafy News

Product

Templafy unveils document agents at Microsofts AI Tour

Templafy launched its AI-powered document agents at Microsofts AI Tour, showcasing integration with Microsoft 365 and Copilot. The agents generate compliant, on-brand business documents quickly, applying organizational standards for accuracy and consistency. Executives demonstrated the solution alongside Microsoft leadership.

Product

Templafy integrates document generation tools with Microsoft 365 Copilot

Templafy has integrated its document generation tools with Microsoft 365 Copilot, enabling users to create corporate-branded document templates within applications like PowerPoint.

Product

Templafy integrates with Microsoft 365 Copilot to bring control to the ...

Templafy announces its integration with Microsoft 365 Copilot, enhancing document generation by ensuring enterprise-grade, on-brand, and compliant content creation, marking a significant step in their collaboration with Microsoft in the AI domain.

Product

6 GenAI use cases for better sales materials

Templafy enhances sales materials by using GenAI to automate document creation, ensuring on-brand, compliant outputs, and speeding up pitch deck production.

Templafy Profile

Company Name

Templafy

Company Website

https://www.templafy.com/

HQ Location

København K, Capital Region 1403, DK

Employees

101-250

Social

Financials

SERIES B