Document Automation for Professional Services
Get started by talking with one of our specialists. We’ll show how Templafy can help you automate proposals, maximize efficiency, and achieve document alignment across your teams.
- Generate sales pitches and other documents faster
- Manage central content libraries with ease
- Optimize your document ROI
“Templafy helped us gain 1.65$ million in annual WIP savings, unlocking more time for teams to focus on value-add client work”
Paul Vetrone
Director, Innovation & Change, BDO Canada
See Templafy in Action
Control the document chaos with automation
Automate your route to productivity
Today
Teams get caught up in a slow and painful proposal creation process
With Templafy
Manual, repetitive tasks removed, freeing up headspace for value-driven work
Today
Service agreements still contain critical errors, despite a lengthy review period
With Templafy
Accurate and compliant information included in every single contract
Today
Disconnected tools and asset libraries make it it harder to do your job
With Templafy
The content you need, when and where you need it
The benefits of Templafy
30%
faster document and presentation creation*
10hr
saved per employee, per week creating proposals
7,000+
engagement letters automated monthly, saving time and money
*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting