Automate all creation of complex documents

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 your company can streamline the production of compliant contracts, proposals and sales collateral, taking your enterprise productivity to the next level.

Automate and streamline

Document Automation

• When building complex documents, Templafy’s document assembly software 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.

• 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 dynamic templates and trust they are using the most up-to-date document content.

Easy creation

Building Blocks

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

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

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

Centralized administration

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 for streamlining document creation.

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