Automated document assembly

Automate document creation across your enterprise

Build better proposals, contracts, reports, and more with rules-based automation and gen AI

Streamline your entire document workflow

Today

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


With Templafy

Everyone can easily generate accurate and impactful documents, saving precious working hours.

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.

Today

Building documents from scratch is slow and error-prone, causing delays throughout the sales process.


With Templafy

Profitability increases when the sales cycle speeds up with streamlined document generation.

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

Centralized platform with role-based access control

Customize the level of automation from fully automated documents to semi-automated documents to fit the needs of each team

Find the right content every time

Share access to the latest brand content, and distribute updates in real-time from one centralized library

Maximum security for full compliance

Templafy operates with the highest international cloud security standards

Works where you work

Create, assemble, and finalize on-brand documents inside Microsoft 365 or Google Workspace

No more brand police

Eliminate bottlenecks resulting from brand team approvals — now documents are on-brand from the start

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.