Sales Content Management software: Secure your brand. Seal deals faster.
“Templafy has freed up our sales team to take more meetings, which has a direct impact on our win rate.”
James Bruce
Senior Pre-sales Architect, Icomm
Concentrate on closing—not content
Proposals, presentations, and pitch decks—they’re not just documents; they’re the driving force behind your revenue, reputation, and growth. But for busy sales teams, the challenge lies in crafting them quickly—without compromising on brand, compliance, or quality.
Templafy gives your sales team instant, centralized access to everything they need to build impactful sales documents in seconds—approved templates, assets, data, and Gen AI. Templafy automates document creation, so your reps can focus on what they do best: selling.
Make every sales doc a deal-closer
With Templafy
Faster proposals, presentations, and contracts
Eliminate manual, repetitive work so your team can get back to selling.
30 days saved
saved annually per employee by automating document creation.
with templafy
Shorter sales cycles with AI
Deliver a streamlined document creation workflow that blends automation with Gen AI.
20% revenue boost
after removing content bottlenecks—estimated by 50% of professionals.
FLEXIBLE TEMPLATES
Better sales docs, every time
Automatically ensure every document is professional and error-free.
94% of workers find errors
in manually created content.
Align your brand. Centralize your assets. Control Gen AI outputs.
Templafy is a document generation platform that empowers your sales teams to create deal-closing sales documents in seconds, using rules-based automation and Gen AI. All from inside the apps you use every day, like Office 365 and Google Workspace.
CENTRALIZE EVERYTHING
Access on-brand, up-to-date content directly in your apps
Templafy centralizes all your sales assets—images, logos, templates, data—into a single library. Access it directly inside your content apps, like Microsoft Word, PowerPoint, and SharePoint—ensuring every document aligns with brand and sales strategies.
SEAMLESS INTEGRATION
Works from the places you work
Templafy’s automation and AI live directly within your go-to content creation tools, like Microsoft Word, PowerPoint, Outlook, and Teams—no more switching between apps. This gives your company full control over automation and AI, ensuring every document is on-brand and compliant.
Start from anywhere
Works where you work. We support your natural workflow.
AUTOMATED DATA INTEGRATION
Connect your entire content ecosystem
Templafy automatically pulls data from CRMs, DAMs, and other sources into your content, creating a fully integrated and streamlined document lifecycle.
SMARTER GEN AI CONTROL
Automate and secure Gen AI content
Templafy’s rules-based automation adds a secure management layer to Gen AI, ensuring all generated content is on-brand, compliant, and tailored for sales success. Stay in control while accelerating content creation.
AI AND DOC GEN
GenAI you can trust
Rule-based automation meets AI-generated content to give you greater control, confidence, and peace of mind.
Security-first as standard
ENTERPRISE-GRADE SECURITY
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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FAQ: Sales content management software
What is sales content management software?
Sales content management software centralizes all sales materials—like proposals, presentations, and contracts—in one location. It provides sales teams with quick access to up-to-date, on-brand content, streamlining document creation and enhancing efficiency.
How does sales content management software benefit my sales team?
It equips your team with instant access to compliant, branded content, directly in the apps they use daily. This eliminates the hassle of searching for materials, speeds up document creation, and allows sales reps to focus on selling.
Can sales content management software improve our branding?
Absolutely. With a central library of approved templates, assets, and data, every document your team creates is automatically on-brand and up-to-date, ensuring consistency across all communications.
How does Templafy’s sales content management software work with AI?
Templafy blends rules-based automation with Gen AI to generate high-quality sales documents in seconds. It offers controlled AI outputs, ensuring all generated content stays on-brand, compliant, and ready to drive results.
What makes Templafy different from other sales content management tools?
Templafy integrates directly with the tools your team already uses, like Office 365 and Google Workspace, providing a seamless experience. It also offers a single, centralized library for assets, automated branding, and AI-powered document generation—all while maintaining full compliance control.
Can sales content management software shorten our sales cycle?
Yes! By automating document creation and providing quick access to ready-to-use content, sales content management software speeds up proposal and contract creation, helping you close deals faster.
Is sales content management software secure?
With Templafy, your content is protected by enterprise-grade security features, ensuring that all documents and data remain secure, compliant, and in your control.
How easy is it to implement Templafy’s sales content management software?
Templafy integrates seamlessly with your current document creation tools, making implementation straightforward. It’s designed for easy adoption, so your team can start using it right away.
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