integrations
Document generation within your workflow
Unlock the benefits of automated document creation right where you work. Templafy’s Document Generation API makes it easy to generate the files you need, straight from your everyday apps.
Customized, compliant documents
Quickly create documents tailored to your needs in Word, PowerPoint, Excel, or PDF. Everything stays on-brand and compliant, every time.
No more software hassles
Skip the headache of new installs or manual steps. Our API fits right into your workflow, so you can keep your focus where it matters.
Strengthen your data security
Your data stays in your control. Boost security and reduce risk by keeping sensitive and confidential information protected.
Document Generation API now available in Power Automate and Copilot Studio
You can now use Templafy’s document generation capabilities right inside Microsoft Power Automate and Copilot Studio with minimal setup.
Automate on-brand documents for attended or unattended workflows—no complex configuration needed. Unlock more possibilities with the integrations available in these Microsoft platforms.
Accelerate your sales pipeline
From instant customer quotes to bulk or customized file generation, free up time and help your team work smarter with AI and automation.
Rapid quote generation
Embed smart quote creation into your eCommerce, direct sales, or partner portals. Share up-to-date pricing information across your organization instantly to ensure documents are always accurate and consistent.
Automate bulk document generation
Speed up the creation of high-volume documents like engagement letters. Save time, reduce errors, and maintain brand consistency across everything you create.
Add Templafy to any workflow
Templafy’s API integrates into your existing processes to generate customized files in Word, PowerPoint, Excel, or PDF formats—saving you time and ensuring document accuracy at any scale.
Templafy’s Document Generation API benefits
Streamline your document creation capabilities with one intuitive workflow
Tailor templates to perfection
Customize your templates to align with your needs.
User or system-initiated
Based on your workflow, documents can be created by users or pre-set system triggers.
The embedded experience
Effortlessly integrate document automation and creation into any existing system.
Versatile output options
Generate files in Word, PowerPoint, PDF or Excel format.
Error-free data population
Boost productivity with the ability to populate data from any CRM, ERP, or system of record.
Extensive documentation
Easy to develop, easy to maintain. Our industry-standard REST API is a developer’s haven.
Uncover the code
Want to know more? Access our full suite of API resources to get started.
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.”
Ellen Benaim
Chief Information Security Officer, Templafy
Access documentation
Visit our dedicated Templafy public API page
See Templafy in action
Speak to an expert and get ready to start your integration