Professional services

Professional services

More time with clients, less time with documents

Create better-performing documents, 30% faster. Always on-brand, always compliant.  

Eyes on deals, not documents

Streamlined workflows for maximum ROI 

Eliminate manual, repetitive document work and let your teams get back to selling.


“Templafy has helped us reduce our proposal creation time from 4 hours to 20 minutes and delivered a 14% increase in win rates.” 

Justin O’Meara 

Automatically align every document and email to your brand guidelines.


“Without Templafy, there is no way we could get all of our 8,000 employees to adopt our new templates and showcase our new identity to our clients.”

Sarah Middleton

Empower teams with seamless document generation that meets them where they work.


“Templafy has built a highly successful partnership with Microsoft. Their deep commitment to customer value, technology performance and innovation truly sets them apart in their market.”

Morten Kvist Thomsen

on-demand webinar

Find out how automation is helping BDO Canada improve its client experience and generate better results.


“Our teams look for opportunities to generate revenue and increase profitability. One quick win with Templafy was the amount of time saved searching for and editing documents. It also enabled them to quickly produce documents in compliance with our corporate visual identity.”

Paul Vetrone