Guides and whitepapers
Our content provides in-depth information about Templafy and the enterprise issues we work to solve.
Guides
Read our guides for a detailed exploration of relevant industry themes.
AI Assistant Whitepaper
A comprehensive overview of Templafy's AI Assistant for enterprises.
How to buy Proposal Automation software
A step-by-step guide on how to transition from manual to automatic proposals.
Become AI & automation ready in 2024
Your three-step guide to implementing AI & automation safely and sustainably.
Create client-ready documents in minutes
How document automation helps financial services firms ensure compliance and brand consistency.
Maximize billable hours with document automation
Why leading professional services firms are using automation to reach peak productivity.
Build better documents at scale
How leading enterprises cracked the code to increase document efficiency and quality.
The content is everything report
We surveyed 2,000+ global workers to learn how companies are reacting to massive shifts in content creation, distribution, and compliance.
3 things Brand leaders wish they knew before rebranding
Learn all about strategies and practical examples to activate your brand with confidence.
Protect your brand - The last mile in brand management
Data reveals hidden issues impacting brands globally and the steps you can take to make brand rollout easy.
Bridge the functionality gap
Achieve full migration to Google Workspace with Templafy. Get an overview of Microsoft and Google Workspace functionalities.
Templafy’s 2021 Business Enablement Report
Explore how the business enablement stack can help organizations streamline IT processes, align workforces, and enable more high-value work organization-wide.
The business impact of productivity in consulting
Explore how consulting firms are shifting focus to drive productivity amongst disruption to meet a new set of client expectations and needs.
Digital workplace in 2021 guide
Explore how the digital workplace could evolve in 2021 and understand how to optimize for it.
The TEI of Templafy
Forrester research has calculated the benefits and cost savings of Templafy.
The definitive guide to template management
An in-depth look at template management and how it can benefit organizations.
The ROI of template management
Your guide to how much money your company can save with Templafy.
The checklist for rebranding
A checklist covering every stage of rebranding and all the information needed.
Consistency in healthcare communications
Explore how healthcare organizations can improve their communication and care.
How to spread your brand investment
Find out how to accelerate the return on brand investment in your organization.
Knowledge automation
Understand how automating compliance enables law firms to work more efficiently.
Legal compliance automation
Discover how template management mitigates risk and saves time for legal teams.
Email signature marketing guide
How email signatures can be used to optimize your branding and marketing.
Choosing and distributing fonts
Learn the important of using and managing fonts in your brand communication.
The template management guide
How to boost productivity and ensure compliance in document creation.
GDPR guide
Understand what GDPR means for your documents and how to ensure compliance.
Market analysis: use of Word and PowerPoint
Key usage statistics for Microsoft Word and PowerPoint usage.
