Automate your sales collateral & win more
Build professional proposals, presentations, and contracts faster
800+ enterprises trust Templafy to deliver results
“Templafy has freed up our sales team to do more live presentations, which has a direct impact on our win rate.”
James Bruce, Senior Pre-sales Architect, Icomm
Focus on deals, not documents
Today
Proposal creation costs time and money
Teams spend time making or repurposing collateral instead of pitching to clients.
Incorrect client decks lead to lost deals
Content and data inaccuracies impact deal outcomes and company reputation.
Scattered processes impact sales targets
Without a unified system in place, everyone follows their own, chaotic path.
With Templafy
Automation gets the job done quicker
Great productivity, reduced costs and more time selling.
Professional, deal-closing deliverables
Less risk, increased compliance, and significantly faster turnaround times.
Shorter sales cycles, better outcomes
Improved efficiency, easier collaboration, and streamlined document creation.
Focus on deals, not documents
Why it matters
1 in 2
professionals expect a 20% revenue boost by removing content bottlenecks
67%
of professionals want to see document creation tasks automated in the near future
30
days saved annually per employee by automating document creation
Maximize your sales potential
With one streamlined workflow, document creation is no longer the bottleneck holding you back
Flexible templates
Choose a customized template that fits perfectly to your chosen format and style
One-click content
Access approved, up-to-date content and assets without leaving your document
CRM integration
Gather customer data in real-time for fast an easy personalization
Safe AI usage
Unlock the power of AI without compromising security
Effortless editing
Finalize every document with automatic formatting and style corrections
Your title here...
Less effort. Bigger returns
Behind every win is an outstanding document. Remove the guesswork and focus on what really matters
Everything you need in one place
Create, assemble, and finalize sales material from within Microsoft 365 or Google Workspace. That means templates, content, and editing tools at your fingertips.
Work smarter with your CRM
Start your proposal in Salesforce (or other CRM), automate its creation using the correct client data and save the final version back to the relevant client account.
Safe and compliant AI
Use generative AI from within the programs you already use. We secure your data and privacy settings in an environment that you control.
Your gateway to flawless presentations
Check slides for errors against 40 pre-defined rules, enable one consistent company language, and fix formatting and alignment issues in seconds.
Build better documents at scale
How leading enterprises are supercharging their document creation efforts
See Templafy in action
Speak to an expert and see what ROI you can expect