Close faster with AI-powered engagement letter software
Create client-ready engagement letters in seconds—without leaving Word. Templafy combines the power of generative AI and automation within your existing apps to simplify document creation, ensuring your letters are fast, accurate, and always aligned with your brand.
Find out why we’re trusted by global leaders like KPMG and BDO and used by over four million professionals worldwide.
“That’s what was really attractive about Templafy: it’s an app within the overall app. So in just one click, they can get all of our latest branded templates.”
Sarah Middleton
Brand & Marketing Communications Director, ERM
Cut manual work, not corners
Manual document work isn’t working
- 69% of employees regularly use Google to find company images or logos.
- 94% regularly spot errors in manually created content.
- 62% of respondents frequently waste time creating content that already exists somewhere in their organization.
- 73% of respondents said they don’t use the latest company-approved version of relevant content when creating new pieces.
*Based on a Templafy survey of 2,000+ global workers.
3 reasons to automate engagement letters with Templafy
- Speed up your sales cycle
Less time formatting and searching for the right content means more time to respond to opportunities. Free up your experts to focus on high-impact work. - Keep every document consistent
Templafy centralizes all your content to keep your engagement letters standardized across teams. That means the right branding, language, and legal content is built in automatically. - Stick with the tools you know
Templafy works within Word, PowerPoint, and Salesforce. One familiar workflow, no more switching apps.
100% adoption rate. Huge ROI. More deals closed.
*In their words, not ours.
“Since implementation, we’ve had a 100% adoption rate and it’s used daily across our workforce. The ROI has been huge, and we’ve had very positive feedback from clients and investors with regards to the quality of our presented materials.
With Templafy, we’ve managed to significantly improve the employee experience while producing better work that has led to more deals. It’s a win-win and we’re delighted with what we’ve managed to achieve – so far!”
– Petra Cisneros, Mergers & Acquisitions Associate, Aquin
Higher quality documents made 30% faster
Templafy is the leading AI-powered document generation platform that brings your entire document ecosystem into one streamlined workflow—making content creation faster, easier, and more secure. Here’s how it works:
Automated templates for every context
Set up smart templates for every document type—engagement letters, proposals, NDAs, and more. Each one auto-fills with the right branding, legal disclaimers, and metadata based on user, location, or client type. Updates go live instantly, so your team is always working with the latest version.
Enterprise-safe GenAI document creation
Templafy combines enterprise-grade GenAI with rules-based automation, giving your business full control over how AI is used in document workflows. Built for scale, security, and oversight.
Centralized content management
Store templates, clauses, brand assets, and more in one connected library—accessible directly within the tools your teams use every day, like Word, PowerPoint, and SharePoint. No app-switching, no outdated content.
Integration with existing data and applications
Templafy pulls approved content and data from your CRM, CMS, and DAM systems. Every document includes the right details automatically.
Enterprise-grade security
From content governance to data protection, Templafy meets and exceeds industry security standards—keeping your documents (and your business) safe.
Accurate, compliant, on-brand documents at every stage of the client journey
Tired of the copy-paste, find-and-replace routine?
Engagement letters are just the start. See how Templafy transforms your entire document ecosystem into a competitive edge—starting with a quick demo.