Proposal automation

Build compliant business proposals efficiently and follow corporate document guidelines by default.
 

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Build perfect proposals efficiently


Global companies across the world produce business-critical documents daily, whether it’s proposals, sales quotes, audit reports or contracts.

Business proposals are among the most impactful documents that employees are repeatedly creating. A proposal ties together the offering for the client. It consists of company and client-specific information, legal disclaimers, logos and employee information. Every proposal must be compliant and on-brand every time.

Templafy’s platform increases productivity and compliance by:

1. Integrating to the applications used in employee workflows.
2. Automating compliance in every proposal through advanced document assembly.
3. Providing higher employee productivity levels with full automation and supporting tools.

"Prior to implementing Templafy, we had a variety of templates for Word and PowerPoint. Some templates were shared on our intranet, but many employees reused old presentations, reports and documents. This led to a high risk of inconsistency in how our company was presented externally, in terms of bids, proposals, reports, letters and presentations.”
Caroline Wilander
Marketing Manager, BDO
Integrate every relevant application

Start proposals where you prefer. Save it back to where it belongs.


Enhancing the proposal creation workflow begins with identifying the employee’s starting point. The proposal document journey might begin in PowerPoint or Word, from a document management system (DMS), or the company’s CRM, e.g., Salesforce.

Templafy integrates with the relevant systems used in proposal creation. This creates a secure ecosystem where automatic insertion of company-specific information from the relevant system(s) can happen, no matter where the employee begins creating the proposal.

Using Templafy, employees can automatically build proposals with easy access to the correct company content and supporting tools.

Compliant proposals every time

Automatic-insert of essential company and client information


Whether a proposal is for a client in the financial industry or a global law firm, standardized document information, such as company information, legal disclaimers and correct logos, need to be inserted into the proposal.

Additionally, context related information plays a crucial part of any business proposal, such as information based on the client segment and the proposed service.

By using Templafy, the proposal documents automatically populate with all the correct standard information and client-specific information. Employees are building proposals efficiently and are following corporate document guidelines by default.

Watch Templafy’s document automation in action here:

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Automatic reviewing and fine-tuning to finalize fast

Find more time for client work every week


Employees can tailor and finalize the proposal generated through automation with easy access to ready-made, company-approved content made available directly in PowerPoint and Word.

Employees no longer have to review proposals made in PowerPoint manually. Templafy’s productivity tools fine-tune and check all presentation documents against up-to 40 pre-defined rules.

Adjusting and unifying client deliverables and proposals takes just minutes. This reduces the time needed to format documents and provides more time to add value to client work.

Watch our Crash course: Productivity 2.0 to see these productivity tools in action.

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Build proposals significantly faster with Templafy