Align your workforce with consistent business templates
Personalize every branded document template for employees across your organization
Control the document chaos with automation
Streamline your document generation
Today
Creating documents is a necessary burden, resulting in extra busy work for the team
With Templafy
Client-ready documents in minutes with document automation and Managed AI
Today
Ensuring document templates are up-to-date is challenging and time-consuming
With Templafy
Document templates are managed centrally, so changes only need to be made once
Today
Disconnected data sources and dispersed brand assets impact team productivity
With Templafy
Integrate your existing tools and assets so your document generation happens in one place
Simple & efficient document template automation
Brand and legal compliance
Automatically insert the right logos, legal disclaimers, and metadata based on the user’s profile
Active Directory personalization
Employees can have multiple profiles if working under different brands, languages, or from different offices
Centralized business template management
Distribute template updates in real-time and increase document compliance and employee efficiency
Seamless and efficient template management
Automatic metadata insertion
Integrate custom XML into templates and auto-fill metadata from systems such as SharePoint and DMS applications
Automatic document classifications
Ensure accurate document categorization right at the point of creation, aligning with your security policies
Unified document management
Initiate comprehensive compliance from the outset with streamlined workflows that elevate your Document Management System (DMS)
Better business templates with GenAI
Works where you work
Automate the creation of your on-brand documents and perfect them using GenAI – in one seamless workflow
Create a unified voice
Establish and uphold a consistent Tone of Voice throughout all AI-generated content
Manage your own prompts
Create and distribute personalized prompt libraries that resonate with your company’s objectives
Faster and more accurate
Benefit from the speed and accuracy of rule-based automation, while harnessing the creative power of Managed GenAI content
“Templafy allow us to pull the metadata into a single repository, which enables us to control the metadata and report on it. We had complete blind spots with the way that the old template system used to work. Very, very problematic for our colleagues.”
Graeme Bland
Head of IT for productivity & project applications, Mott MacDonald
“Now, Sales create top-notch presentations that are perfectly in line with company standards within a fraction of the time.”
Patrick Bloem
Brand Compliance Manager, Milestone Systems
Work smarter with Templafy’s Copilot for Office 365 integration
Generate on-brand and compliant documents in record time – without leaving your favorite apps.
Template management guide
An in-depth look at template management and how it can benefit your organization
Book a demo
Get a personalized overview of Templafy tailored to your specific needs