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Templafy Review

Templafy
Our score: 8.9 User satisfaction: 100%

What is Templafy?

Templafy is the smart way to manage, dynamically update and share business document templates and brand assets throughout your organization, from anywhere and from any device. It’s a solution Communications and Compliance teams can control, that IT can trust and that employees love using day-to-day.

Users can more productively create presentations and documents with Templafy, easily accessing approved content from a task pane right within office applications. The software integrates with your office apps and uses your company document templates to keep your corporate look and feel and disclaimers consistent across letters, emails, presentations, contracts and other communication materials.

Content governance becomes easy with Templafy. Templafy allows administrators to centralize document templates and dynamically update this content on a single, simple to use platform. Templafy also integrates seamlessly with digital asset management software to bring your approved content and templates into the Templafy task pane in your office applications.

Companies with multiple brands, branches and languages will find the software convenient. The vendor is used by top global B2B brands, such as, Maersk, SDC, and Capgemini.

Who benefits from Templafy?

Templafy scales to the needs of businesses of any size and industry. It solves the pain points commonly faced by various departments when handling documents. Sales and marketing, human resource, legal, administration and IT will use Templafy to make sure all documents are created consistently with the most up-to-date company content.

  1. Marketing managers can keep the organization on-brand internally. Simple platform administration allows the marketing team to instantly update document templates and brand assets without the help of the IT team.
  2. General managers will notice increased productivity from employees because Templafy streamlines document creation workflows using best practice content.
  3. Tech team finds it easy to implement a company-wide document template management strategy that’s always accessible across multiple devices, apps, browsers, and operating systems. Spend less time administering updates.

Overview of Templafy Benefits

Templafy makes it simple for your content assets to comply with the company’s brand and legal guidelines. Using automation, templates, real-time updates and cloud technology, the software gives you plenty of reasons to use it.

Streamlined document creation for greater productivity. Everything you need to create an on-brand, best practice document is right there in the Templafy task pane, which you can use in your existing office applications. Templafy integrates with digital asset management software to bring all your approved digital assets into your office applications.

Increase productivity by setting automated workflows to create everyday documents such as quotes, contracts and memorandums.

Personalized for each individual user. Create documents with your most up-to-date professional and personal information already populated within the document. Users can have multiple personal profiles to accommodate working from different offices or creating documents for more senior staff.  

Best practice documents. You’re always using the latest version best practice documents every time you open a document even from the desktop. The software lets you analyze popular templates and better understand what your employees need, further improving your document management strategies. The software also features to check that your brand guidelines are being followed and intuitive search functions that surface the right files for users.

Plays well with others. Whether professional or personalized, business documents can be created quickly without leaving the office suite you’re now using. Templafy integrates with MS Office, Google Docs, Sharepoint and other popular document apps.  You can also locally install add-ons in Word, Excel and PowerPoint to further speed up document creation.

Stay professional and on-brand Employees have easy access to professional looking and approved template designs when creating their work so there’s no excuse for anyone to create off-brand DIY documents. The Templafy brand checker tool notifies employees if any document elements are off brand and offers suggestions to fix this. You’re assured that all client-facing documents and presentations adhere to your most current corporate look.

Enterprise-scale email solutions. Templafy offers the one true enterprise email signature solution and a very useful asset library of email templates all within Outlook. Users can have multiple email signature profiles so that they can easily switch between brands, locations and languages and always have an on-brand email signature with the correct contact information.

Access from anywhere. Like most cloud solutions, Templafy is accessible from multiple devices, including desktops, tablets and smartphones. Remote compatibility and centralized location means all files are updated in real time.  

Secure. Integrates with your preferred authentication service (e.g. AzureID, ADFS, OpenID Connect) and all access requires authorisation. Your proprietary content is saved in your own cloud or local storage and only your templates are saved in the Templafy system. You can also set permission levels to manage file access across your organization. Access can be defined by department, team, and individual.

Centralized document administration. All your brand assets are kept in one place ensuring employees are using the same and correct templates. Template updates are immediately adopted, too. You can send bulk email to all or select users to notify new or updated templates. Moreover, there’s no installation or offline synchronization required. Your files are stored in the cloud that are saved and updated in real time and accessed any time.

Easy setup, access. Once you’re ready with your templates you get up to speed with the app in four quick steps. From uploading templates and corporate data, you head straight to clicking language, logo, platform and profile settings and the files are live. Users choose a template and input the relevant data and the software applies the visual and legal standards that the administrators have set.

Grows and goes with you. Templafy is a great way to future-proof your document templates. Even if you decide to migrate to cloud platforms in the future, Templafy adapts to the new environment. It’s in tune with Office 365 and Google Drive updates to give you the latest version. It also works across all devices.

Gives you flexibility. Templafy can be tweaked to adapt to your design, language, location and legal needs. The UI can be dressed up with your corporate look. Likewise, the software integrates with your favorite business apps and platforms, including Microsoft Office, SharePoint, One Drive and Google Drive.

Overview of Templafy Features

  • Office template distribution
  • Dynamic template management
  • Dynamic document builder
  • Content access management
  • Regional data center
  • Document compliance management
  • Multiple federal options
  • DMS integration
  • Digital Asset Management (DAM)
  • Office and Office 365 integration
  • CRM integrations
  • Single Sign-on

What Problems Will Templafy Solve?

Problem 1: Employees aren’t following your brand guidelines when they create documents or send emails.

Solution: Upload templates to Templafy and integrate it with your digital asset management system. Templafy presents employees with up-to-date and on-brand letters, presentations, emails, contracts, etc. all from within their office applications. Templafy makes it easy and exciting to start implementing a consistent look of your corporate documents across departments. Employees simply input relevant data and the software churns out a document that’s aligned to your branding and guidelines.

Problem 2: Marketing and compliance teams rely on the IT team to administer updates to templates, brand assets and compliance content. This can take months if using an on premise system.

Solution: Marketing and compliance teams can use Templafy’s easy to use, cloud-based administration dashboard to update content instantly across an entire organization. This means that legal disclaimers and new logos can be updated immediately.

Problem 3: Employees are using old documents with out-of-date disclaimers and text elements from random sources.

Solution: Legal and compliance teams can dynamically govern document content through Templafy’s administration dashboard to make sure that the correct disclaimers and company policies are reflected in each document and are personalized to the profile of each user.

Templafy Position In Our Categories

Since businesses have special business requirements, it is sensible that they abstain from seeking an all-encompassing, “perfect” software system. Nevertheless, it is hard to stumble on such an app even among recognizable software products. The logical step to do should be to narrow down the different vital factors which merit analysis such as key features, packages, skill competence of staff, company size, etc. The second step is, you must perform your product research to a full extent. Browse over these Templafy evaluations and look into the other solutions in your list more closely. Such detailed research makes sure you take out unsuitable applications and buy the system that offers all the tools you require business requires.

Position of Templafy in our main categories:

TOP 50

Templafy is one of the top 50 Collaboration Software products

TOP 1

Templafy is 1 Document Creation Software product

Templafy is also listed in the following subcategories:

Organizations have different wants and requirements and no software application can be perfect in such a situation. It is futile to try to find a perfect out-of-the-box software product that fulfills all your business requirements. The wise thing to do would be to modify the solution for your special needs, employee skill levels, finances, and other elements. For these reasons, do not hasten and subscribe to well-publicized popular systems. Though these may be widely used, they may not be the best fit for your unique requirements. Do your homework, look into each short-listed system in detail, read a few Templafy Document Creation Software reviews, call the maker for clarifications, and finally select the application that presents what you want.

How Much Does Templafy Cost?

Templafy Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Templafy’s pricing is based on the number of users, features, and add-ins you need to ensure you only pay for what you actually use. Contacting the vendor to request pricing is required in order to help them understand your productivity requirements and specific compliance. A free trial is also available so you can test out Templafy’s features with no commitments.

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We realize that when you make a decision to buy Document Creation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Templafy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Templafy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Templafy Comparisons

Templafy user reviews

Makes my job so much easier! I highly recommend this tool.

Read full review >
Lavada
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 12.12.2019 Company Size: Industry: Financial Services

Great for message personalizations

Read full review >
Marianne
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.12.2019 Company Size: Industry: N/A

I’m much more confident in creating for the company now.

Read full review >
Erica
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.11.2019 Company Size: Industry: Food Production

Steep learning curve, but worth it in the end

Read full review >
Morgan
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 11.11.2019 Company Size: Industry: N/A

Modern way to manage documents

Read full review >
Johathan
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.11.2019 Company Size: Industry: N/A

What are Templafy pricing details?

Templafy Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Templafy’s pricing is based on the number of users, features, and add-ins you need to ensure you only pay for what you actually use. Contacting the vendor to request pricing is required in order to help them understand your productivity requirements and specific compliance. A free trial is also available so you can test out Templafy’s features with no commitments.

What integrations are available for Templafy?

Templafy supports the following document and cloud storage apps:

Office and Digital Asset Management

  • Microsoft Office
  • SharePoint Online
  • OneDrive for Business
  • Google Drive
  • Dropbox
  • Box
  • Skyfish
  • Colourbox

Customer Relationship Management

  • Salesforce CRM
  • Microsoft CRM

Templafy average rating:

Average score
4.4/5 (11 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Johathan

PROS: What I like best about the software is the ability to get whatever information I need in just a matter of minutes. No need to wait for emails or other employees to give me the data. We store and can access all important information such as agendas and minutes from one software with so much ease.

CONS: Actually, the thing that I don’t like is not really about the software. But if you start using this platform, it can compromise or reduce the face time in the office since you can already get information digitally.

Reviewed 5 months ago

Read full review >

The least favorable review

Ada

PROS: I like the platform’s layout as well as the clear and easy to understand guides which makes learning how it functions a piece of cake.

CONS: I haven’t seen any disadvantage using the software. Everything is easy to manage and use.

Reviewed 6 months ago

Read full review >

More reviews from 11 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Makes my job so much easier! I highly recommend this tool.

Read full review >
Lavada
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 12.12.2019 Company Size: Industry: Financial Services

PROS: Templafy is quick to launch and easy to utilize thanks to its integrations to office tools. With approved templates within reach, it is no longer such a big deal for me to create documents that are within the company’s branding. This used to be a big problem for me because I usually get confused about how to improve the look and feel of my work.

CONS: Identity verification is required sometimes, taking up a bit of my time from work. But I do understand the security reasons behind this.

What do you think about this review? Great Poor

Great for message personalizations

Read full review >
Marianne
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.12.2019 Company Size: Industry: N/A

PROS: When it comes to communicating with your client, you want to make them feel as if you are speaking directly to them. One thing Templafy has been able to give us is the capacity to personalize our messages. With templates that have already been prepared by us, all our client-facing reps has to do now is to plug in the personalization variables and voila—we have made a pretty good impression on our clients.

CONS: If we wanted to see a report on the use of the tool, we need to contact Templafy’s team to pull the data for us. It would be nice to do this ourselves so we can monitor usage anytime.

What do you think about this review? Great Poor

I’m much more confident in creating for the company now.

Read full review >
Erica
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.11.2019 Company Size: Industry: Food Production

PROS: Now, company templates are all within reach. Because this tool is seamlessly integrated into Microsoft tools, we can easily jazz up our documents and make sure that they adhere to our company’s branding guidelines.

CONS: I absolutely love this tool. No complaints from this user.

What do you think about this review? Great Poor

Steep learning curve, but worth it in the end

Read full review >
Morgan
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 11.11.2019 Company Size: Industry: N/A

PROS: I like that this is well integrated into Microsoft’s tools. This, plus the tools other features, makes creating and editing company documents very easy now.

CONS: It’s a little difficult to learn this tool, but once you get the hang of it, you will realize just how valuable it is.

What do you think about this review? Great Poor

Modern way to manage documents

Read full review >
Johathan
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.11.2019 Company Size: Industry: N/A

PROS: What I like best about the software is the ability to get whatever information I need in just a matter of minutes. No need to wait for emails or other employees to give me the data. We store and can access all important information such as agendas and minutes from one software with so much ease.

CONS: Actually, the thing that I don’t like is not really about the software. But if you start using this platform, it can compromise or reduce the face time in the office since you can already get information digitally.

What do you think about this review? Great Poor

Excellent branding assistant

Read full review >
King
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 26.10.2019 Company Size: Industry: Automotive

PROS: With templates set-up, our document creation is now more streamlined.

CONS: I have absolutely zero complaints when it comes to the performance of this tool.

What do you think about this review? Great Poor

Great for creating branded outputs

Read full review >
Elaina
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 25.10.2019 Company Size: Industry: N/A

PROS: We use this regularly with our office tools. So far, it has been fairly easy to understand.

CONS: I haven’t experienced any issues so far.

What do you think about this review? Great Poor

Microtsof integrations are a real time-saver

Read full review >
Elvis
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 21.10.2019 Company Size: Industry: N/A

PROS: Because it is integrated seamlessly into Microsoft tools, Templafy instantly fires up whenever I open a document. Now I can focus more on actually getting things done, rather than worrying over the font and the format of my document.

CONS: What’s not to like about this tool? It is convenient and easy to use.

What do you think about this review? Great Poor

I can’t imagine working without this tool now!

Read full review >
Sydni
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 04.10.2019 Company Size: Industry: N/A

PROS: This tool is now a staple in my work. I have it to thank for the efficiency I have been able to put in my tasks. Not only does it help me track my deliverables, it makes it easy to dig through previous completed projects too.

CONS: This is one of those tools that require verification whenever you login. As you can imagine, this can be quite time-consuming (annoying, even). The learning curve when it comes to fully understanding this tool is quite steep as well.

What do you think about this review? Great Poor

Templafy Review

Read full review >
Ada
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 27.09.2019 Company Size: Industry: Retail

PROS: I like the platform’s layout as well as the clear and easy to understand guides which makes learning how it functions a piece of cake.

CONS: I haven’t seen any disadvantage using the software. Everything is easy to manage and use.

What do you think about this review? Great Poor

Amazing tool!

Read full review >
Gregg
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 02.09.2019 Company Size: Industry: N/A

PROS: I think the best feature of this product is its tagging options. It makes finding documents way easier.

CONS: So far, we haven’t encountered anything that can be considered as cons of this product.

What do you think about this review? Great Poor
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Reviewed By Louie Andre
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