integrations
Document generation within your workflow
Unleash the power of automated document generation with Templafy’s DocGen API – embedded seamlessly into your daily applications.
Customized, compliant documents
Generate documents tailored to your needs in Word, PowerPoint, Excel, or PDF files. At scale, in seconds.
No more software hassles
Wave goodbye to wrestling with new applications. Templafy’s API flawlessly integrates into your existing workflow.
Fortify your data security
Your data, your control. Enhance security and minimize exposure to confidential information.
Accelerate your sales pipeline
From automated customer quotes to bulk or customized file generation, save valuable time and effort
Rapid quote generation
Embed quote generation into your eCommerce, direct sales, and partner portals with this CRM agnostic approach. Use the same pricing information across your entire organization to create accurate and consistent documents every time.
Automate bulk document generation
Automate mass creation of low-touch documents like engagement letters. Save valuable time, eliminate manual errors, and champion your brand integrity.
Introduce Templafy within any workflow
Templafy’s API easily integrates into your existing processes, making it a breeze to generate customized files in Word, PowerPoint, Excel, or PDF formats – saving you time and ensuring document accuracy at any scale.
Templafy’s DocGen API benefits
Streamline your document creation capabilities with one intuitive workflow
Tailor templates to perfection
Customize your templates to align with your needs.
User or system-initiated
Based on your workflow, documents can be created by users or pre-set system triggers.
The embedded experience
Effortlessly integrate document automation and creation into any existing system.
Versatile output options
Generate files in Word, PowerPoint, PDF or Excel format.
Error-free data population
Boost productivity with the ability to populate data from any CRM, ERP, or system of record.
Extensive documentation
Easy to develop, easy to maintain. Our industry-standard REST API is a developer’s haven.
Uncover the code
Want to know more? Access our full suite of API resources to get started.
Security-first as standard
The highest international standards
Deliver enterprise-grade security that meets and exceeds industry standards across every part of the Templafy platform.
“Our security-first approach means that everything we build rests on the foundation of a secure cloud infrastructure that works to protect the data it contains.”
Ellen Benaim
Chief Information Security Officer, Templafy
Access documentation
Visit our dedicated Templafy public API page
See Templafy in action
Speak to an expert and get ready to start your integration