Unified DocGen & compliant AI starts with IT

Deploy rules-based automation and managed AI without sacrificing control

From User Acceptance Testing to deployment, the solution has been simple to roll out across all offices.
The capability to synchronize with single sign-on made this process especially easy for IT.

Cris Hamelo, IT Specialist at Bonava

From legacy to legendary

Today

Overreliance on IT creates bottlenecks

Misaligned technology puts the burden on people, complicating global alignment

High risk exposure from non-compliance

A disjointed tech stack increases the risk of document errors and misclassifications

Legacy tech reduces productivity

Rising maintenance costs plus lack of functionality stifles growth

With Templafy

IT-free content distribution

Content owners can manage their own workflows and content distribution

Built-in compliance with scalable enforcement

Robust control with classification, labelling, and automated content checks

A unified, intuitive DocGen platform

Scalable tool to manage users, content, and integrations

From legacy to legendary

When IT works, it works for all

1 in 2

professionals expect a 20% revenue boost by removing content bottlenecks

74%

of professionals use four or more different tech applications to create content

30

days annually saved by automating document creation

Technology that meets people where they work

Seamless ecosystem

Easy integrations reduce disruptions and improve workflows

Built-in compliance

Always meet regulatory and internal standards — without manual checks

User-friendly

Intuitive interfaces encourage adoption and reduce IT involvement

Reliable AI & automation

Replicate the document creation process to save time and improve efficiency

Scalable & flexible

Keep growing your tech stack without compromising compliance

Real-time updates

Users can deploy library and template updates across the entire org without IT support

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Accelerate business innovation and growth


Templafy has built a highly successful partnership with Microsoft. Their deep commitment to customer value, technology performance and innovation truly sets them apart in their market.

Morten Kvist Thomsen, Executive Director Global Partner Solutions, Microsoft 
Accelerate business innovation and growth
3m+
users in Microsoft 365
200+
projects won with Microsoft

How Mott MacDonald overhauled its legacy CMS


Templafy allows us to pull metadata into a single repository, which enables us to control and report on it. We had complete  blind spots with the way that the old template system used to work. Very, very problematic for our colleagues.

Graeme Bland, Head of IT for productivity & project applications
How Mott MacDonald overhauled its legacy CMS
Every document policy automated
Centralized control of metadata and global compliance

Seamless IT for scalable growth

Reliable automation and AI require a streamlined and compliant IT environment

Self-service IT is here

Users can manage and access a centralized repository for content assets and AI prompts with live updates, reducing the burden on IT teams.

Explore the platform

Seamless integrations with your go-to tools

Set up your custom workflows with OOTB app and data integrations, or use the RESTful API.

Get an overview

Safe and compliant AI

With predefined templates and controlled AI outputs, documents are always in compliance.

Discover Templafy's AI Assistant

Automatic system updates

No manual system updates are required removing the heavy load of maintenance from IT teams.

See how it works

Security first and last

Templafy operates with the highest international cloud security standards.

See our certifications

How to buy Proposal Automation software

A step-by-step guide for how move from manual to automatic

See Templafy in action

Speak to an expert and see what ROI you can expect