Get more from document management systems with Templafy 

Integrate your existing DMS with Templafy and leverage more out of your current setup.

How Templafy leverages more from document management  systems 

Templafy’s content enablement solution powers the business
enablement stack through infrastructure that integrates with the
systems dealing with content.

Templafy connects and merges relevant data from the DMS, helping employees to very quickly create documents. Whether creating a letter or a report, because the data is pulled directly from DMS, documents are accurate by default and part of a fast and secure workflow.  

Leverage more out of your current setup

Increase productivity and ensure compliance through all the stages of the document workflow.

Always serve the latest version

Distribute real-time updates through one centralized platform, complete with metadata.

Seamless integrations

Begin in PowerPoint, Word, or within your DMS or CRM. Pull data from anywhere.

Stay connected from start to finish

Create a secure and efficient workflow including document creation, collaborative editing, signing, distribution, and storage.

LRW uses Templafy to distribute branded sales materials to our teams in LA, NYC, Chicago, Philadelphia, North Carolina, and London. We may all be working remotely right now, but with Templafy we can all get the help we need and share materials together.  

Lori Collins-Jarvis
VP Sales Enablement, LRW

Learn how Templafy can integrate with your existing DMS system, and help you leverage more out of it.  Book your non-binding and free demo, and we’ll show you what you need to know.

  • Easy access to all relevant company content from inside document apps.
  • Build always-accurate documents quickly with correct company content using automation. 
  • Keep company-owned content up-to-date and auto-fix all detected inconsistencies in a click.