Automated document creation
Automate document creation across your enterprise
Build better proposals, engagement letters and audit reports with rules-based automation and GenAI.
Control the document chaos with automation
Streamline your entire document workflow
Client-ready documents in minutes
Before
Creating documents is a necessary burden, resulting in extra busy work for the team.
After
Everyone can easily generate accurate and impactful documents, saving precious working hours.
No more switching between apps
Before
Disconnected data, content, and apps force people to use multiple tools, destroying flow.
After
Stay in the productivity tools you already use, now enhanced with custom templates, AI, and more.
Fewer errors, faster turnaround
Before
Building documents from scratch is slow and error-prone, causing delays throughout the sales process.
After
Profitability increases when the sales cycle speeds up with streamlined document generation.
Best-in-class user & workflow administration
Dynamic document creation
Compile documents quickly using gated questions and user profile information.
Workflow integrations
We work with your existing data ecosystems, from Copilot to your preferred CRM.
Enterprise GenAI
Create and improve content and define your own prompts with centrally-managed AI.
DocGen API
Embed Templafy anywhere your employees or customer need it with RESTful APIs.
Role-based access control
Manage user profiles and access levels through a centralized and intuitive admin panel.
Maximum security
Stay compliant with the highest international cloud security standards.
CUSTOM AUTOMATION
Made for enterprises and the teams who power them
Define the level of automation to maximize your team’s operational efficiency — from semi-automated to fully-automated.
ENTERPRISE AI
Rules-based automation & GenAI
Dynamically combine data and other content assets from third party systems, including AI models, using rules-based automation.
PERFECT DOCUMENTS
Editing made easy
Finalize your documents quickly with ready-made assets, productivity tools, and automatic format checks.
BUILT-IN AI
Compliant AI prompts
Personalize your own AI tool with corporate tone of voice and custom prompts, directly within existing workflows. Ensure accuracy by connecting with your own AI models and RAG.
Improve workflows with document automation
Easily integrate your DAM, CRM, DMS, brand portal and more with Templafy’s out-of-the-box integrations or DocGen API to simplify your workflow while increasing the power and scope of each tool.
“We’re getting strong usage from the team because Templafy has helped us reduce our proposal creation from 4 hours down to 20 minutes!”
Justin O’Meara
Unified Communications Consultant, IComm
Additional content
Moving from manual to automated document creation
What to consider when upgrading to an automated document management system.
