Document automation software for efficiency and compliance

Streamline production of compliant contracts, proposals and sales collateral through document automation in Microsoft Word, PowerPoint, Outlook and G Suite.

Automate document, presentation and email creation

Enterprise document automation and assembly software

Employees in large organizations produce thousands of documents, presentations and emails daily. Without a document automation system, the repetitive production of these business document types leads to hours of unnecessary work.

Templafy’s document automation software optimizes the creation process and introduces efficiency and compliance in business documents enterprise-wide.

“Employees can now create the documents they need much faster, and the documents follow the company’s visual guidelines regardless of country or unit.”

Anna Andersson Solja, If P&C Insurance
Anna Andersson-Solja
Marketing Project Manager, IF Insurance

“With Templafy, it has become easy for Ramboll employees to directly import relevant company content into Word documents, such as reports and tenders.”

Roos Nederveen
Roos Nederveen
Senior Consultant, Ramboll

“After implementing Templafy, all our employees have the same set of templates at hand when creating documents and presentations. This leads to a more consistent and professional profile, and ensures that our brand is easily recognized.”

Caroline Wilander
Caroline Wilander
Marketing Manager, BDO Norway
Compile accurate documents quickly

Document automation connects compliance and productivity

Templafy’s document assembly software saves significant amounts of time when building complex documents: It provides access to smart templates from the applications where employees work and automates the document’s assembly. 

How it works: Templafy Admin users set up advanced document templates, such as contracts or proposals. Gating questions that an employee answers define the document’s purpose and trigger the automation feature to compile the document or presentation using only company-governed content.  

Document automation enables a high level of governance and quality assurance on complex documents created by sales, legal and other departments. Employees create long, complex documents much faster using smart templates and can trust they are using the latest data and content.  

Optimize processes and workflows across large organizations with Templafy

Central management of all document content 

Content management and real-time updates of content used in automated documents is a simple task carried out via Templafy’s cloud-based Admin Center.

Increased employee productivity 

Employee productivity is increased through direct access to automated templates that are made available across workplace applications.

Compliance through connected data 

Effective use of data from the company applications used in document automation ensures compliance in all generated documents.

Integrate the ecosystem 

Bring the right assets and data close to the employee 

Templafy integrates with DAM, DMS, CRM and other content-holding systems to create a smart interconnected content infrastructure and optimized document creation workflows. All relevant document assets and data are then available to employees as they create documents.

Templafy’s smart infrastructure ensures the correct data is pulled from the right sources when needed to create business documents that perform.

Book your free demo to find out how Templafy is helping some of the world’s biggest enterprises automate document creation. 

  • Auto-compile accurate-by-default documents and presentations in a few clicks. 
  • Integrated IT systems connect company-governed data to document templates. 
  • Increase employee productivity levels through automation of repetitive tasks.