integrations

Create accurate documents quickly

Generate on-brand and compliant documents in record time – without leaving your favorite apps

Start with Copilot and Teams

Search for a specific template or use Copilot to identify the best on-brand document template to start document creation.

Build your document

Create fully or partially automated documents. Continue document creation with approved content and Templafy’s productivity & AI tools.

Share and send

Save the document back to Microsoft Teams where the document creation started or send it to the next destination.

Templafy & Copilot

Harness the power of AI for sales teams

“With AI we are shifting from creators to evaluators and Templafy fits perfectly into that.”

Jason Baer

SR Group Manager, Digital Strategy Group, Adobe

“At Microsoft, our mission is to empower everyone to achieve more. AI is transforming productivity globally, and we’re excited to partner with Templafy, whose document generation platform leverages Copilot to drive unprecedented achievements with AI.”

Erik Kerkhofs

Microsoft Western Europe ISV Lead

Simplify your document workflow in Copilot and Teams

Seamless Copilot integration

From compliant company document templates to proposals, use Copilot within Teams to find the best company-approved template and fully automated documents that meets your requirements

Efficient and compliant document generation

Access everything you need without leaving your documents – from marketing assets to time-saving productivity tools

Enterprise-grade security

AI inputs and outputs remain private, leveraging AI’s benefits without compromising sensitive information

Security-first as standard

The highest international standards

Deliver 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.”