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.
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.
Ready to save time on proposal creation?
How your team will save time creating proposals
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.
How BDO Canada is digitally transforming its business
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.