Document automation software - Templafy Builder

Streamlined production of company compliant contracts, proposals and sales collateral through document automation in Word and other Office applications.

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Enterprise Document Automation and Assembly Software

Employees in large organizations produce thousands of business documents, presentations and emails daily. Without a document automation system the production of repetitive documents can lead to hours of unnecessary work. Automated document workflows optimize the document creation process, which increases workplace efficiency and compliance. With Templafy's Builder your company can streamline the production of compliant contracts, proposals and sales collateral, taking your enterprise productivity to the next level.

Our customers use Templafy to automate whole document creation process

 
“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,
Marketing Manager,
BDO Norway
 

Read the whole BDO customer case here

Why Customers Use Templafy Builder

Document automation – Employees easily customize complex documents via simple questionnaires.

Building blocks – Contextualized and centrally managed text elements, slides, charts, tables etc. are easily found and added in Word or other Microsoft Office applications.

Simple administration – Easily setup document workflows through bookmarks to update and deploy company content online, with no need to disturb IT.

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Document automation software - Templafy Builder Explained

Document Automation

• When it comes to building complex documents, Builder saves time by automating and streamlining document creation workflows based on certain choices employees make.

• Administrators can set up advanced document templates, such as contracts or proposals, so employees are guided through simple options to automatically build documents tailored for a specific purpose.

• With Builder, enterprises are able to ensure a very strict level of governance and quality assurance on complex documents created by Sales and Legal departments.

• Employees are able to easily create highly complex documents with Builder and trust they are using the most up-to-date document content.

Building Blocks

• Templafy helps employees assemble business documents by displaying approved, relevant and up-to-date content as document or presentation building blocks.

• Builder helps employees avoid wasting unnecessary time finding the right templates and content to build documents that are legally and brand compliant.

• Guides employees to create documents via simple automated forms right within their Office applications.

Simple Administration

• Easy to use – Centralized administration is maintained and managed in one simple web interface and accessible from any device or location.

• Document automation – Document workflows are easily configured by administrators, empowering those responsible to streamline document creation.

• Content management – Template content can be automatically updated across an entire organization, making Template management and document assembly much easier.

Learn More About Templafy Features and Use Cases

Key Features

Get the full overview of all of Templafy's features, and how they can increase productivity and compliance when working with documents.

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Customer cases

Over 200 businesses around the globe use Templafy. Read our customer cases to see how other companies have solved their Document Anarchy with Templafy.

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30-minute demo

Watch a 30-minute intro to Templafy. Book a meeting to see how Templafy integrates with Microsoft Office to boost productivity and compliance.

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Request your free trial and get started with Templafy document automation software

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