The best deals start with outstanding documents
We are proud to work with
We are proud to work with
Content creation is not your main job
“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.
Better documents win more business
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.
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.
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.
Browse more sales content
Salesforce x Templafy: efficient workflows for sales
Learn about creating documents from within Salesforce and saving it back to where it needs to be.
Four reasons to invest in sales enablement software
Reasons to invest in sales enablement software from increasing revenue to optimizing collateral.
Proposal automation with Templafy
Find out how to increase productivity and compliance in your proposals.