Integrations

Powerful integrations for your document workflow

Document automation can’t exist in a vacuum. Build a robust content ecosystem with our out-of-the-box integrations or develop your own custom integrations for maximum flexibility.

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Integrations from document creation to delivery

Work in your preferred apps

Use Templafy from within your existing apps like Microsoft Word or PowerPoint, no need to learn a new program.

Work with your existing data

Pull data from any company system to dynamically generate new documents and fill in templates.

Work with your branded content

Connect to your DAM, CMS, or other content repository so users have up-to-date access as they work with documents.

Work with third-party applications

Hand over documents to external applications to continue the document workflow and delivery.

All business content connected

Streamline document generation and delivery without switching between apps.

Security-first as standard

Protect your data with enterprise-grade security that meets and exceeds industry standards across every part of the Templafy platform.

“Our security-first approach means that everything we build rests on the foundation of a secure cloud infrastructure that works to protect the data it contains.”

Ellen Benaim

Chief Information Security Officer, Templafy

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Copilot for Office 365

Generate on-brand and compliant documents in record time – without leaving your favorite apps.

Sharepoint

Surface your static, business content assets stored in SharePoint within the actual productivity tools your employees create their work.

MS365

Ensure efficient creation of on-brand company communications and business content across all of Microsoft Office.

Highspot

Accelerate sales performance with efficient and personalized pitches, presentations and proposals in Highspot.

Google Workspace

Ensure efficient creation of on-brand company communications and business content across all of Google Workspace.

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Frontify

Integrate your Frontify DAM assets (Media, Icons, Logos) directly into your Templafy instance to drive on-brand content to market.

Bynder

Direct access to your Bynder content from inside Microsoft Office, Office365 and Google Workspace for compliant and fast document creation.

Aprimo

Direct access to your Aprimo content from inside Microsoft Office, Office365 and Google Workspace for compliant and fast document creation.

Salesforce

Provide your potential customers with prompt, branded and flawless quotes, proposals and contracts from within Salesforce.

Document Generation API

Embed quote generation into your eCommerce, direct sales, and partner portals with this CRM agnostic approach. Use the same pricing information across your entire organization to create accurate and consistent documents every time.

Adobe

Direct access to your Adobe content from inside Microsoft Office, Office365 and Google Workspace for compliant and fast document creation.

Microsoft Azure

Use AD as an authenticator provider and pull in data for content targeting and document use.

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OneLogin

Use OneLogin to authenticate, provision and manage access control to Templafy.

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PingIdentity

Use PingIdentity to authenticate, provision and manage access control to Templafy.

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SCIM

Update, delete and manage all user information automatically from any system supporting SCIM.

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Okta

Use Okta to authenticate, provision and manage access control to Templafy.

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