Sales departments

The best deals start with outstanding documents

We are proud to work with

We are proud to work with

We’re wasting time making or repurposing sales collateral instead of actually selling

Sales teams are forced to spend hours making the custom content they require if they need a quick turnaround for a customer. 

“Finding the right content to create a contract or proposal takes so much time and effort”

When sales teams have to navigate a poor workflow to locate templates and content, it interrupts a normal productive workflow.

“There’s no way to track the performance of the content we send out to prospects”

After content is sent to prospects, sales teams have no way to gauge its effectiveness and have no indication when to follow up.

“We’re wasting time making or repurposing sales collateral instead of actually selling”

Get intuitive content access inside the applications you use

Built-in access to the latest sales content from inside Microsoft Office and Google Workspace means finding the latest sales collateral and assets to build documents is intuitive and fast.

With Templafy, employees can also start a document from inside Salesforce. In a few clicks, customer-specific information is quickly pulled into a document creation workflow speeding up and ensuring accuracy in the process.

“Finding the right content to create a contract or proposal takes so much time and effort”

Use automation to take care of the detailed work, fast

Ensuring sales can produce detailed documents fast and accurately is easy when the right assets are within reach and template automation takes care of inserting mandatory content.

Direct content creation from inside Office, Workspace and Salesforce with dynamic templates that pull the correct content from connected systems to create contracts, pitches, quotes etc., quickly and accurately.

Now, Sales create top-notch presentations that are perfectly in line with company standards within a fraction of the time.

Patrick Bloem
Brand Compliance Manager at Milestone Systems
“There’s no way to track the performance of the content we send out to prospects”

Track engagement and performance of documents

Templafy’s smart workflow lets sales teams send directly from the document and collaborate and track the engagement of documents sent to opportunities.

Sales enjoy document transparency and an easy user experience in the delivery and collaboration of a document, plus analytics and insights to help improve content performance overall.

The best documents get the best deals. Get started today.

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 at LRW

Using Templafy to share the great set of templates our design team has created has improved the aesthetics and quality of our sales presentations, and possibly even the performance of our sales team.

Tobias Lybech Bojesen
Senior Digital Product Manager at Novicell

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