Automated document creation

Automated document creation

Automate document creation across your enterprise

Build better proposals, engagement letters and audit reports with rules-based automation and GenAI.

Control the document chaos 
with automation

Streamline your entire document workflow

Before

Creating documents is a necessary burden, resulting in extra busy work for the team.


After

Everyone can easily generate accurate and impactful documents, saving precious working hours.

Before

Disconnected data, content, and apps force people to use multiple tools, destroying flow.


After

Stay in the productivity tools you already use, now enhanced with custom templates, AI, and more.

Before

Building documents from scratch is slow and error-prone, causing delays throughout the sales process.


After

Profitability increases when the sales cycle speeds up with streamlined document generation.

Dynamic document creation

Workflow integrations

Enterprise GenAI

DocGen API

Role-based access control

Maximum security

CUSTOM AUTOMATION

Define the level of automation to maximize your team’s operational efficiency — from semi-automated to fully-automated.

ENTERPRISE AI

Dynamically combine data and other content assets from third party systems, including AI models, using rules-based automation.

PERFECT DOCUMENTS

Finalize your documents quickly with ready-made assets, productivity tools, and automatic format checks. 

BUILT-IN AI

Personalize your own AI tool with corporate tone of voice and custom prompts, directly within existing workflows. Ensure accuracy by connecting with your own AI models and RAG. 

Improve workflows with document automation

Easily integrate your DAM, CRM, DMS, brand portal and more with Templafy’s out-of-the-box integrations or DocGen API to simplify your workflow while increasing the power and scope of each tool.

“We’re getting strong usage from the team because Templafy has helped us reduce our proposal creation from 4 hours down to 20 minutes!”

Justin O’Meara