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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.

Awards & Quality Certificates

This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.
An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Templafy Position In Our Categories

Because businesses have particular business-related wants, it is only wise they abstain from buying an all-encompassing, “perfect” software product. Be that as it may, it is difficult to pinpoint such a software solution even among recognizable software solutions.
The logical step to do can be to tabulate the varied key aspects that demand investigation including crucial features, pricing, skill competence of staff members, organizational size, etc. Then, you must follow through the research fully. Have a look at these Templafy analyses and look over each of the solutions in your list more closely. Such all-encompassing research makes sure you weed out unsuitable apps and pay for the system that offers all the features your 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:

There are popular and widely used systems in each software group. But are they necessarily the best fit for your enterprise’s unique needs? A market-leading software application may have thousands of customers, but does it provide what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Templafy Document Creation Software reviews and think about the factors that you want in the software such as the price, main functionality, available integrations etc. Then, choose a few apps that fit your needs. Try out the free trials of these platforms, read online comments, get information from the vendor, and do your homework systematically. This exhaustive research is certain to aid you select the finest software application for your company’s specific needs.

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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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
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Reviewed By Louie Andre
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