Professional services
More time with clients, less time with documents
Create better-performing documents, 30% faster. Always on-brand, always compliant.
Streamlined workflows for maximum ROI
With Templafy
Speed up your sales cycles
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
United Communications Consultant, IComm
With Templafy
Protect your brand reputation
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
Marketing Director – Brand Integration, ERM
With Templafy
Compliant & unified document creation
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
Executive Director Global Partner Solutions, Microsoft
Automate client materials with ease
From pitch decks and reports to proposals and presentations, automate your most critical pursuit materials and client deliverables.
on-demand webinar
How BDO Canada is digitally transforming its business
Find out how automation is helping BDO Canada improve its client experience and generate better results.
“At BDO, our focus is on delivering tangible results in a seamless and efficient way. The quality and consistency of the documents we deliver to our clients is non-negotiable. Using Templafy to streamline that process assures quality and allows our team to spend more time building client relationships.”
Brion Hendry
Partner and Assurance Innovation Leader
Additional RESOURCES
The role of document automation in consulting
Here’s what else you need to know about Templafy and its impact on consulting.
