Salesforce x Templafy

The Document Generation Solution for Revenue Cloud

Automate your document generation process across the entire buyer's journey to increase commercial performance and deliver more revenue:

  • Light blue rectangleFrom sales quotes to QBRs, enable your sellers to create on-brand, compliant documents using pre-approved content building blocks
  • Integrate native CPQ data from Salesforce and other systems directly into your documents
  • Blue rectangleAutomate compliance across the entire sales cycle, save and send material directly from Salesforce with the correct classification
Salesforce Templafy integration