Eliminate manual document work

Less effort. Fewer mistakes.

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Branding

Effortless brand adoption across all business documents
200+
branded assets managed centrally
Drive alignment

InfoSec

Document classifications at the point of creation
16,500+
global devices connected to secured content
Ensure compliance

Transformation

Enterprise-grade control and company-wide efficiency
10hrs
per employee saved creating proposals each week
Stay ahead

Marketing

Enable everyone with better performing content
95%
reduction in IT time for content management
Deliver results

Selling

Automate pitch decks & proposals and let your teams focus on selling
14%
increase in proposal win rates
Sell faster

Consulting

Build presentations, reports and service agreements much faster
7,000+
engagement letters automated monthly
Improve outcomes

Reporting

Ensure accuracy and speed across all document deliverables
11,000+
employees saving time building documents
Work smarter

Recruiting

Streamline every offer, contract, agreement and performance review
1,000+
reports automated weekly
Retain talent

3.8m+ professionals trust Templafy to improve their daily work

How ERM strengthens brand reputation with Templafy

If we didn't have Templafy, there is no way we could have got all of our 8000 employees to adopt our new templates and showcase our new identity to our clients.

Sarah Middleton, Marketing Director - Brand Integration, ERM
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How ERM strengthens brand reputation with Templafy
Enhanced brand value
Significant productivity gains

Streamlining global sales enablement at Material+

We needed a solution that was going to work well with our PowerPoint templates. And we quickly realized that Templafy was that solution.

Streamlining global sales enablement at Material+
300+
case studies seamlessly transitioned into one company template
50%
reduction in time spent creating new proposals

Improving M&A deal outcomes at Aquin

Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work.

Petra Cisneros, Mergers & Acquisitions Associate, Aquin
Improving M&A deal outcomes at Aquin
better company valuations and strategic analysis
100%
adoption rate across the company

One platform. Exponential value

Streamline your work tools for a future-proof document engine

Seamless content
distribution

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Personalized
templating

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Automated document
compilation

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GenAI in every employee workflow

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Strong integration
framework

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management

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 See full platform

Use managed AI to enable greater productivity without the risk. Fast, safe and scalable.

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Security-first for a reason

When it comes to document automation, security is a non-negotiable. We never meet security standards when we can exceed them — because protecting your documents is what we do.

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Work with your favorite tools

The content you need, when you need it, in the places you're already working

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See Templafy in action

Speak to an expert and discover what ROI you can expect

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