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Templafy description
Templafy is a cloud-based software that helps your employees create professional, on-brand documents, presentations, and emails faster. It connects to your existing tools, like Microsoft Office and Salesforce, providing easy access to approved templates, images, and text snippets. This reduces errors, ensures brand consistency, and frees up time for more important tasks. Templafy is particularly useful for medium and large companies looking to streamline document creation and improve brand compliance.
Who is Templafy best for
Templafy helps employees create on-brand documents, presentations, and emails faster. It integrates with existing tools like Microsoft Office, providing access to approved templates and brand assets. Users praise its ease of use and brand consistency features, while some note occasional integration issues and pricing concerns for smaller businesses.
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Best for medium to large businesses (101+ employees) needing branded document creation.
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Ideal for professional services, finance, IT, and legal sectors requiring brand consistency and compliance.
Templafy features
| Supported Templafy enables users to create, manage, and share company-compliant document templates. |
| Supported Templafy automates document generation from templates and data via its platform and API. |
| Supported Templafy integrates with various platforms, including Microsoft Office, SharePoint, and Google Workspace. |
| Supported Templafy automates document creation, routing, approvals, and distribution. |
| Supported Templafy offers a centralized platform to manage brand assets and ensure consistent branding across email communications. |
Templafy reviews
We've summarised 56 Templafy reviews (Templafy GetApp reviews, Templafy Capterra reviews and Templafy G2 reviews) and summarised the main points below.
- Seamless integration with Microsoft Office.
- Easy to use and time-saving for document creation.
- Excellent for brand consistency and governance.
- Dynamic presentation features are praised.
- Strong customer support and onboarding experience.
- Excel integration issues, especially with large files.
- Pricing is not ideal for smaller companies.
- Occasional PowerPoint bugs and lagging reported.
- Limited offline functionality.
- Slow support response times at times.
Templafy pricing
The commentary is based on 3 reviews from Templafy Capterra reviews and Templafy G2 reviews.
Templafy's pricing model is considered expensive and better suited for larger enterprises. Smaller companies may find the cost prohibitive, despite the valuable features like presentation design, content libraries, and productivity tools.
See the Templafy pricing page.
Templafy alternatives
DeckRobotMore presentation-focused Templafy alternative. Better for consulting and finance companies needing quicker presentation creation.Read more
UpSlideMore focused on finance and professional services. Has stronger momentum in employee growth.Read more
SuiteDashBetter for small businesses needing comprehensive tools like CRM, project management, and client portals. A Templafy competitor focused on broader business management, not just document creation.Read more
XtensioBetter for small businesses and individuals. Caters to diverse sectors like e-commerce, retail, and education. Offers a free plan with broader template customization but limited advanced features.Read more
OnePageCRMBetter for sales teams in small to medium businesses needing a simple CRM. Grows faster than Templafy and has higher user ratings. More focused on sales process management and closing deals. A Templafy competitor and alternative for sales-driven organizations.Read more
AirManualBetter for internal documentation and knowledge sharing. A simpler interface and strong customer support are key differentiators for those seeking a Templafy alternative. More suitable for smaller businesses.Read more
Templafy FAQ
What is Templafy and what does Templafy do?
Templafy is a cloud-based platform streamlining document creation by offering company-approved templates, images, and text snippets within applications like Microsoft Office. This ensures brand consistency and reduces errors, benefiting medium to large businesses needing efficient, compliant document workflows.
How does Templafy integrate with other tools?
Templafy integrates seamlessly with various platforms, including Microsoft Office Suite, SharePoint, and Google Workspace. This allows users to access approved templates, images, and text snippets directly within their familiar work environments, streamlining workflows and ensuring brand consistency.
What the main competitors of Templafy?
Top alternatives to Templafy include DeckRobot, UpSlide, and Xtensio. These competitors offer similar features like template management, brand asset control, and integrations with Microsoft Office applications, catering to businesses seeking streamlined document creation and brand consistency.
Is Templafy legit?
Yes, Templafy is a legitimate software solution. It helps create on-brand documents and streamlines workflows, saving time and ensuring brand consistency, as highlighted by many user reviews. However, some users have reported issues with Excel integration and occasional bugs.
How much does Templafy cost?
Templafy doesn't publicly disclose its pricing. Contact their sales team for a customized quote based on your specific needs and to determine if Templafy is worth the investment for your business.
Is Templafy customer service good?
Customer reviews on Templafy's customer service are mixed. While some users praise the helpful and attentive support team and excellent onboarding, others mention slow response times as a drawback. Several reviews highlight the "great team" and "awesome" account management.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.