PRICING & packaging
Start eliminating manual document work today
Our core packages are purpose-built to meet the needs of enterprise teams. Explore the right starting point for your organization’s document journey.
We’ve created popular packages of our core capabilities to make it easy to get started. Choose the one that meets your needs, or mix-and-match to create a custom solution. All of our packages are modular, scalable, and flexible—meaning you can always add additional features later.
Pricing is flexible and based on your requirements and number of users- Onboarding is seamless, with ongoing support to ensure your team’s success
- Trusted by 800+ global organizations and backed by industry-leading certifications
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Explore our core capabilities, packaged just for you
Advanced Document Automation
Automate high-value documents with AI and rules to deliver accurate results
Great for business-critical documents with low variability where 100% accuracy, branding, and compliance are absolutely non-negotiable.
Agent-driven Document
Creation
AI agents trained on your content to generate smarter documents
Best for high variability documents where AI agents can create branded first drafts fast or intelligently edit content to perfection.
Brand &
Content Governance
Centralized control over brand, consistency, and compliance
Great for marketers who struggle to keep their organization’s documents on-brand, compliant, and professionally consistent across all departments.
Content
Distribution
Managed distribution of brand and compliance templates, content, and assets
Best for marketing teams managing brand assets across large organizations while maintaining consistency and maximizing team efficiency at scale.
Copilot Brand Compliance
Control the brand and compliance of Copilot-generated presentations
Great for companies using Microsoft Copilot who need to ensure generated documents meet brand standards and compliance requirements.
Trusted by the world’s leading enterprises
See how global companies are transforming their document workflows with Templafy.
Proven results for document creation
faster document and presentation creation*
saved per employee, per week creating proposals
months for return of investment payback
*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting
Packages comparison
| Packages |  Copilot Brand Compliance |  Content Distribution |  Brand & Content Governance |  Agent-driven Document Creation |  Advanced Document Automation |
|---|---|---|---|---|---|
| | Typical deployment type | |||||
| Most often deployed across the entire company | ✓ | ✓ | ✓ | ||
| Most often deployed to departments (vertical use cases) | ✓ | ✓ | ✓ | ||
| | Manage document ecosystem with an enterprise platform | |||||
| Enterprise‑grade security and compliance | ✓ | ✓ | ✓ | ✓ | ✓ |
| Centralized administration platform | ✓ | ✓ | ✓ | ✓ | ✓ |
| End-to-end integrations from creation to delivery | ✓ | ✓ | ✓ | ✓ | |
| | Maintain document assets and templates centrally | |||||
| Distribute PDFs, links, and visuals to employees | ✓ | ✓ | ✓ | ✓ | |
| Ensure every new document starts on-brand and compliant | ✓ | ✓ | ✓ | ✓ | ✓ |
| Distribute text elements, slides, and slide components | ✓ | ✓ | ✓ | ✓ | |
| DAM integrations in end-user workflows | ✓ | ✓ | ✓ | ✓ | |
| Dynamic templating tailored to each user | ✓ | ✓ | ✓ | ||
| Automatic metadata and document classification | ✓ | ✓ | ✓ | ||
| | Deploy document agents for improved productivity and compliance | |||||
| Edit text faster with approved AI text agents | ✓ | ✓ | ✓ | ✓ | |
| Custom LLM connectors for company-specific models | ✓ | ✓ | ✓ | ||
| Targeted agent distribution to teams and departments | ✓ | ✓ | ✓ | ||
| File upload for grounding and enhancing AI output quality | ✓ | ✓ | |||
| Connections to preferred AI models and RAGs | ✓ | ✓ | |||
| Edit slides faster with approved slide agents | ✓ | ✓ | |||
| Create presentations quickly with company-approved agents | ✓ | ✓ | |||
| | Balance AI with rules for high-value documents | |||||
| Design presentations with gating questions and smart fields | ✓ | ||||
| Data connectors with no-code data transformation support | ✓ | ||||
| App connectors to start document creation from where you work | ✓ | ||||
| Composer for intuitive document workflows with gating questions | ✓ | ||||
| Delivery connectors to send completed documents anywhere | ✓ | ||||
| Document Generation API for custom creation workflows | ✓ |
“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.”
Kaisa Nummela
Portfolio Owner – Digital Channels, Tietoevry
FAQ
Are Templafy’s solutions customizable and how are they charged?
Yes, we offer solution packages with the possibility of add-ons. We charge based on the number of users and the corresponding solution.
How much does it cost and how long are the contract periods?
Pricing depends on the solution you are interested in and the number of user licenses required. We create personalized pricing to ensure it works perfectly for your internal IT setup. Our standard contracts are 3 years with a 12-month invoicing period.
Can I change my package at a later date?
Yes, you will have a contact person who can handle solution-related adjustments.
Can I purchase more than one package?
Yes. Templafy’s packages are modular by design, meaning you can combine any number of packages to meet your organization’s evolving needs across departments. Many customers begin with one or two core solutions and expand from there.
How do packages integrate with Microsoft 365?
All packages are seamlessly embedded into Microsoft 365 applications, including Word, PowerPoint, Outlook, and Excel. This ensures your users can access Templafy tools and workflows directly within their day-to-day applications, which means there’s no context switching required.
Can I add AI capabilities later?
Absolutely. Templafy is designed to scale with your business. You can start with foundational packages and add AI-powered solutions like document agents later when your organization is ready to integrate generative AI in a controlled, brand-safe way.
What support is included with these packages?
Templafy provides full enterprise support including tailored onboarding, admin enablement, and access to ongoing help via our Customer Success and Technical Support teams. We also offer best-practice guidance, product training, and change management resources to ensure long-term success.