Doc Gen API

integrations

Document generation within your workflow

Unleash the power of automated document generation with Templafy’s Doc Gen API – embedded seamlessly into your daily applications. 

From automated customer quotes to bulk or customized file generation, save valuable time and effort

Rapid quote generation 

Embed quote generation into your eCommerce, direct sales, and partner portals with this CRM agnostic approach. Use the same pricing information across your entire organization to create accurate and consistent documents every time.

Automate bulk document generation

Automate mass creation of low-touch documents like engagement letters. Save valuable time, eliminate manual errors, and champion your brand integrity.

Introduce Templafy within any workflow

Templafy’s API easily integrates into your existing processes, making it a breeze to generate customized files in Word, PowerPoint, Excel, or PDF formats – saving you time and ensuring document accuracy at any scale.

Streamline your document creation capabilities with one intuitive workflow

Tailor templates to perfection

User or system-initiated

The embedded experience

Versatile output options 

Error-free data population 

Extensive documentation

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