The AI document editor trusted by global enterprises
Create and edit business documents that meet every brand and compliance standard
Templafy uses enterprise-grade AI and live company data to create and refine client-ready documents in minutes. From start to finish, everything happens inside Microsoft 365, with your brand and compliance rules built in.
“We generated more than 120,000 documents through Templafy last year and saved around $1.65 million.”
Brion Hendry
Partner, BDO Canada
AI that works across every stage of your document workflow
In regulated industries, keeping documents compliant is non-negotiable. But manual reviews slow down everyday workflows and may not catch every mistake. Templafy builds compliance into every document from the start, so teams move faster while staying accurate.
From the first draft to the final polish, Templafy brings AI into every step of document creation—all from inside Microsoft 365.
First, document agents assemble complete, on-brand files using the right templates, data, and brand assets.
Then, Templafy’s AI Assistant gives you tools to refine and perfect the content, ensuring it meets every standard of quality and compliance.
Together, they form a governed AI system that delivers accurate, consistent, and client-ready documents at scale.
Create complete documents in minutes with document agents
Generate documents from a simple conversation
Just describe what you need and document agents create complete presentations or slides that are ready to send. Everything happens inside PowerPoint.
Let Templafy handle the foundation before you start typing
Document agents build complete documents from scratch. They find the right templates, format all the content, add current data, and deliver polished files in minutes.
Use knowledge from your business systems
Document agents access knowledge from Salesforce, SharePoint, and content libraries to build documents with the most current information. You never need to switch between applications.
Perfect your content with Templafy’s AI Assistant
Polish content that stays perfectly on-brand
Templafy’s AI Assistant works directly inside Word, Excel and PowerPoint to improve, summarize, and elaborate your text while keeping your organization’s tone intact.
Use any AI model you prefer
Choose from OpenAI, Google Gemini, Claude, or your private models to maintain compliance and security.
Create reusable prompts for different teams
Build prompt libraries for sales, legal, marketing and more—each department gets AI actions designed for their specific needs, accessible right in Office apps.
Deploy with enterprise-grade security and control
Scale globally while maintaining complete control over sensitive data, user access, and business processes.
Work inside applications you already trust
Templafy is built natively into Microsoft 365—Word, PowerPoint, SharePoint, and Teams. It enhances Microsoft Copilot workflows with governed content and also integrates with Google Workspace and Salesforce.
Maintain air-tight security and compliance
Templafy is SOC 2, SOC 3, and ISO 27001 certified with zero-trust architecture. All processing happens within your security boundary with complete audit trails for every action.
Scale and control access across global operations
Deploy at enterprise scale, whether that’s hundreds or hundreds of thousands of users. Role-based access controls ensure teams only see content appropriate for their function and geography, with centralized admin controls for all AI models and prompts.
Get the whole company on the same page with AI-powered document generation
Reduce risk of non-compliance
Today
Generic AI tools can’t guarantee compliance, secure sensitive data, or maintain brand consistency.
With Templafy
Document agents build every file using company-approved templates, live business data, brand assets, and legal disclaimers—automatically. Staying on-brand and compliant is now the default.
Improve efficiency and accuracy
Today
Teams waste hours hunting for templates and copying from old files. Critical proposals take days, slowing down deals.
With Templafy
Sales teams generate complete, client-ready documents 92% faster and improve win rates by 14%. AI-driven workflows reduce manual work, accelerate deal cycles, and boost results. Read the case study.
Scale reporting effortlessly
Today
Global teams use outdated templates, creating inconsistent documents with compliance gaps. Marketing and legal lose control over content.
With Templafy
One governed platform unifies standards. Every document, wherever it’s created, meets brand and compliance requirements automatically.
Templafy speeds up critical business workflows
Manual document creation is a productivity killer. Templafy’s document agents handle the heavy lifting, so teams can get back to work that drives revenue.
| Manual workflows | Automated workflows with Templafy | Real-world impact |
|---|---|---|
| Teams hunt for templates and copy content from old documents | Document agents find templates and assemble documents automatically | Teams focus on strategy instead of paperwork |
| Manual compliance checks are slow and inefficient | Built-in rules make documents compliant automatically | Companies avoid legal risks and protect their reputation by meeting all requirements |
| Data gets copied manually, creating errors | Real-time data is pulled directly from CRMs and other systems | Sales teams close deals faster with accurate pricing and up-to-date client data |
| Brand rules get ignored when teams rush to meet deadlines | Brand standards are automatically applied to every document | Every client sees consistent, professional materials that strengthen company reputation |
AI document editor tool comparison
When companies don’t have full control of AI, documents end up off-brand, non-compliant, and inconsistent.
Here’s why enterprises choose Templafy.
| Enterprise requirement | Generic AI tools | Templafy |
|---|---|---|
| Create complete documents from scratch | Only edits existing text | ✓ |
| Professional document structure and formatting | ╳ | ✓ |
| Meet industry rules and regulations | ╳ | ✓ |
| Control brand standards across all documents | ╳ | ✓ |
| Contextualize with knowledge from different business applications | ╳ | ✓ |
| Use your preferred AI model | ╳ | ✓ |
| Manage brand voice and tone from one place | ╳ | ✓ |
| Share approved AI prompts with teams and individuals inside M365 applications | ╳ | ✓ |
| Support complex business processes and approvals | ╳ | ✓ |
Additional resources
“Not only did Templafy make the document creation process more efficient, but it also provided an additional level of brand guardianship and quality control.”
Sarah Middleton
Brand & Marketing Communications Director, ERM
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Guide
A complete guide on enterprise document automation
Explore this comprehensive guide to implementing AI-powered document generation across global organizations.
Trusted by Fortune 500 companies and 800 global enterprises
There’s a reason global giants like KPMG, IKEA, and BDO trust Templafy to create their most critical documents. Templafy combines AI speed with the governance, security, and brand control their business demands—without compromise.
“Templafy’s custom AI Assistant brings the value of our RAG models built on Google Gemini to the applications where employees work, such as Microsoft Office. It improves our service delivery by quickly building up compliant deliverables for our clients. The AI prompts, then rely on precise information, vectorized and stored in a secure manner. There lies the richness of such a flow, guaranteeing the relevance and reliability of the content and, it’s data privacy.”
“Templafy’s AI Assistant takes the knowledge we’ve built over decades and makes it accessible and actionable for our team every day.”
“With Templafy, we’ve found the key to unlock the productivity promise of AI without the risk. It’s simple to manage, easy to use and helps everyone deliver reliable business content much faster.”
Ready to see what governed AI can do for your business?
Every document your organization creates either strengthens or weakens your brand. While most AI tools generate content without guardrails, Templafy ensures every proposal, presentation, and contract protects your reputation while accelerating your business.
Your teams get the speed they need, creating complete, client-ready documents in minutes instead of hours. But unlike generic AI, every file automatically includes approved templates, current data, and brand compliance. The result? Faster deal cycles with zero brand risk.
Templafy transforms AI from a liability into your competitive advantage. Your documents work harder, your teams work faster, and your reputation stays intact.
Ready to drive revenue without risking your reputation?
Frequently asked questions
What is an AI document editor?
An AI document editor uses artificial intelligence to help create, review, and improve documents like proposals, presentations, and contracts. It saves time by automating the editing process while ensuring content is accurate and consistent.
How does Templafy work differently than basic AI tools?
Unlike basic editing tools that only review existing content, Templafy’s document agents generate complete business documents from scratch using your company’s templates, approved content, and real-time data—all with enterprise compliance built-in.
What types of documents can I create with Templafy?
Templafy handles all professional document needs: proposals, reports, pitch decks, presentations, emails, contracts, invoices, term sheets, audit reports, and more—all created directly within Microsoft 365.
Can document creation be fully automated?
Yes. Templafy embeds AI and automation into daily workflows with smart templates, document agents, and audit trails—removing the need for manual formatting and compliance checks.
How does Templafy support enterprise compliance?
Templafy centralizes templates, controls access, tracks changes, and integrates compliance into Microsoft 365 and other tools your teams already use. This ensures accuracy and reduces risk without adding extra steps.
Which industries need AI document generation most?
Every industry benefits from automated document creation, but it’s particularly critical for finance, healthcare, legal, consulting, and manufacturing where regulatory compliance, brand consistency, and audit readiness are essential business requirements.
Is training required for my team?
No. Templafy works seamlessly with Microsoft Word, PowerPoint, and other familiar applications. If your team can use Microsoft Office, they can use Templafy immediately.
How secure is Templafy for enterprise use?
Templafy maintains enterprise-grade security with SOC 2, SOC 3, and ISO 27001 certifications. Document AI inputs and outputs remain private, with complete audit trails and role-based access controls.
How can I get started?
Book a personalized demo with Templafy to see how AI-powered document generation can work for your organization’s specific needs and compliance requirements.