Discover where your team can save time on proposals in 10 seconds

The question is not whether you can afford to invest in boosting productivity.
It’s whether you can afford not to.

My company has...

Fast and easy access to branded assets
Fast and easy access to up-to-date, correct and compliant information
Available centralized content repository
Automated document creation
Simple mechanisms for instantly localizing content
Instant processes for checking and reviewing content

Our teams look for opportunities to generate revenue and increase profitability. One quick win we realized with Templafy was the amount of time saved searching for and editing documents. Templafy document automation enables our CPAs and managers to quickly produce documents in compliance with our corporate visual identity.

Paul Vetrone
Paul Vetrone
Director of Audit Transformation & Innovation
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Templafy's proposal automation software pulls approved content from all connected applications right into the appropriate company template. For the final touches, Templafy provides a suite of productivity tools for employees to finalize the parts that can't be automated. 

Build better proposals faster

Consultants create presentations 30% faster, automating the tedious tasks in document creation.

Global compliance made easy

Align your global brand with standard assets, legal terms, and disclaimers.

Distribute best practices

Integrate brand-approved assets directly into global systems without having to rely on IT.

Paul Vetrone, Director of Audit Transformation & Innovation of BDO Canada speaks with Templafy highlighting:

  • Delivering an improved client experience and enhanced compliance.
  • How automation is helping their business better serve clients.
  • Building the right infrastructure and workflows for internal excellence.