Author: Templafy
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What is proposal automation? A complete intro for sales teams
How to win more deals by choosing the right automation software. We’ll cover what proposal automation is and how it can benefit your teams, as well as explore some of the most common use cases to help choose the right solution for your enterprise.
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Protect your brand and budget with digital asset management (DAM)
Companies are increasingly adopting digital asset management solutions that ensure assets are organized and accessible to employees across the organization. Learn what a DAM system is, why it’s important for managing a company, and how it can be implemented into your organization.
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Win more deals in less time with document automation for sales
How to speed up sales documents without losing control of brand, quality, or compliance. If you’re ready to cut admin, speed up workflows, and close more deals, here’s what to look for in a sales document automation platform.
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How top accounting firms are saving time with document automation
Stop wasting time on document creation. Learn how to reduce errors and improve compliance.
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Document automation for law firms and legal teams
How top lawyers are working faster, reducing risk, and staying compliant with smarter workflows.
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Control document chaos at scale with document metadata
In this blog, we’ll explain what document metadata is, why it’s so important for modern businesses, and how to make the most of it.
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Business enablement explained: Strategies, tools, and KPIs
Business enablement is about creating connected, tech-powered workflows that give your teams the tools and resources they need to do their best work. Discover how to implement a business enablement strategy that delivers tangible ROI, starting with the most crucial task in your organization: document automation.
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How to build a trusted financial services brand: Tips, tools, and real examples
In financial services, reputation is everything. Here’s what makes a strong financial services brand, and how the right systems make it scalable.
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Corporate identity design: Why the best brands put guardrails in place
What makes a brand instantly recognizable? Explore the building blocks, strategy, and governance behind brand consistency that actually sticks.
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The best AI pitch deck generators (and the ones enterprises should avoid)
Creating pitch decks from scratch isn’t just slow—it’s risky. Here’s how to pick one that keeps every deck accurate, compliant, and unmistakably on-brand, whatever the size or complexity of your business.