Document automation software

Document Automation Software for simplified document creation

Discover how Templafy’s Document Automation Software helps you to create and manage documents faster

Control the document chaos 
with automation

Streamline your entire document workflow

Today

Creating documents is a necessary burden, resulting in extra busy work for the team.


With Templafy

Quicker (and cheaper) document creation with streamlined processes

Today

Building documents from scratch is slow and error-prone, causing costly delays


With Templafy

Everyone can easily generate accurate documents using company-approved assets

Today

Disconnected data, content, and apps force people to use multiple tools, destroying flow


With Templafy

Stay in the productivity tools you already use, now enhanced with custom templates, AI, and more

The benefits of Templafy


10 hrs

saved per employee, per week creating proposals

25%

reduction in time spent creating audit reports

7,000+

engagement letters automated monthly, saving time and money

Find the right content every time

One centralized library for instant access to on-brand content

Cloud-based Document Automation Software

Access documents and template easily – anywhere, anytime

Maximum security for full compliance

Templafy operates with the highest international cloud security standards

Pre-built templates

Engagement letter, project plan or new business deck? Choose what to automate and we’ll do the rest

Seamless document creation

Assemble and finalize on-brand documents inside Microsoft 365 or Google Workspace

Error-free presentations

Finalize documents with 50+ tools for formatting and content corrections

Craft a consistent voice

Define and maintain a consistent Tone of Voice across all AI-generated content

Tailor your own prompts 

Create and share customized prompt libraries that align messaging and boost productivity

Integrate AI your way

Connect your preferred GenAI seamlessly with Templafy without interrupting your existing workflows

Ready to transform your document creation process?

Easily integrate your DAM, CRM, DMS, brand portal and more with Templafy’s out-of-the-box integrations or doc gen API.