Product explainers

AI-powered proposals and presentations

Learn how to quickly generate a proposal in PowerPoint with structured data and AI.

Interviews

How Adobe cut time spent on pitch decks by 72%

Hear from Jason Baer, Sr. Group Manager at Adobe, as he explains how Templafy\\\’s proposal-generation tools help Adobe sales reps save an entire month of time each year.

Case stories

How Tietoevry manages AI prompts with Templafy

With Templafy\\\’s AI Assistant, Tietoevry is able to democratize access to safe and compliant AI tools.

Product explainers

Generating customer documents faster with AI and rules-based automation

Learn how to build proposals and other client-facing documents with Templafy\\\’s AI and automation tools.

About Templafy

Get to know Templafy and how it eliminates manual document work

Use managed AI and rules-based automation to quickly build compliant business documents.

Product explainers

Meet Templafy\\\’s AI Assistant: AI you can trust

Hear how to realize the productivity gains of GenAI without sacrificing control or compliance.

Product explainers

Improve the quality of the content in your Templafy library

Learn how to flag outdated content and request new assets from within your Templafy library.

Product explainers

Generate quotes automatically in Salesforce with Templafy

Learn how Templafy can help you pull data directly from Salesforce and automatically generate a new quote.

Product explainers

Build new, context-aware email signatures

Learn how to build signatures for new emails, replies, and internal emails, with automatic checks for compliance.

Product explainers

Build proposals and RFPs in Word with Templafy

Learn how to automatically pull data from approved sources and quickly build client-ready documents.

Product explainers

Quickly generate new client decks in PowerPoint with Templafy

Learn how to quickly build RFPs, proposals, and other client presentations with Templafy\\\’s PowerPoint tools.

Product explainers

Using Copilot to automate document generation

How Templafy works with Microsoft 365 to turn Copilot into a tool for automation and AI-powered document creation.

Product explainers

Brand-compliant GenAI with Templafy x Copilot

How Templafy and Copilot work together to create compliance workflows and use cases for AI in generating documents.

Interviews

Looking ahead: The role of AI in 2035

Hear from Rob McGillen, CIO at CBIZ, how AI will become invisible—and what that means for the future of work.

Interviews

Mitigating the legal risks of new tech

Hear from Julian Bowers, Partner at Perkins Cole LLP, on the role of good policies and tools to ensure compliance is managed effectively.

Product explainers

Guide: Templafy for Word

Learn how to manage and use company templates to build powerful Microsoft Word documents, quickly.

Product explainers

Guide: Templafy for PowerPoint in German

Learn how to quickly generate branded presentations with Templafy\\\’s template, slide, and content libraries.

Product explainers

Guide: Templafy for Outlook

Learn how to use Templafy to insert images, documents, links, and other email elements within Outlook.

Product explainers

Guide: Templafy for PowerPoint in Danish

Learn how to quickly generate branded presentations with Templafy\\\’s template, slide, and content libraries.

Interviews

Guide: Templafy for Microsoft 365

Learn how to use Templafy within any Office application to access company content and generate high-quality documents.

Product explainers

Guide: Templafy for PowerPoint in English

Learn how to quickly generate branded presentations with Templafy\\\’s template, slide, and content libraries.

Product explainers

Guide: Creating email signatures with Templafy

Learn how to build and manage email signatures – no specialized knowledge required.

Product explainers

Guide: Getting started as an end user

Get an overview of what Templafy does and how you can use it to save time while building on-brand and compliant documents.

Case stories

Ramboll Customer Story

Case stories

Maintaining sky-high brand standards at Pearlfisher

For a strategic branding agency, maintaining consistent communication is key. See how Templafy ensures everyone stays on track.

About Templafy

Templafy: Before and after

Protect your brand reputation with Templafy.