Work smarter with automated document assembly
Automate the complexity of document creation and reclaim your productivity.
Build better documents in half the time by automating the busywork
Help your team reclaim their productivity with smart document automation. Start from anywhere, build with anything, deliver anywhere.
Easy integrations with the tools you use
Begin in PowerPoint, Word, or within your DMS or CRM. Pull data from anywhere.
Compile complex documents fast
Create complex documents like contracts and proposals quickly by setting parameters and pulling the right content elements.
Friendly technology for all
Once setup is complete, all maintenance to dynamic content like; slides, text snippets, visuals, document properties, and metadata is managed by content owners.
How it works
With automated document assembly, you’re halfway done before you start. Here’s how it works.
- Choose a template - Select the type of document you want to create from your own library of templates
- Add the details - Answer a series of gating questions to define the document's purpose and identify data sources
- Automatic compilation - Templafy automatically builds the document using only company-approved content
- Finishing touches - Edit and finalize the document as needed
- Use what you built - Save, share and store anywhere you want
See automated document assembly in action
Book a demo to see how it all works and get a full introduction to the most powerful document assembly tool on the market.
Let’s get you started
See how other Templafy solutions can empower your team
Proposal automation solution
Build compliant business proposals efficiently and follow corporate document guidelines by default.
Dynamic templating solution
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