How to speed up sales documents without losing control of brand, quality, or compliance. If you’re ready to cut admin, speed up workflows, and close more deals, here’s what to look for in a sales document automation platform. 

How top lawyers are working faster, reducing risk, and staying compliant with smarter workflows.

Professional services automation (PSA) brings the entire client delivery lifecycle into one place. It helps your teams produce better quality work, faster, leaving more time for the work that drives your business forward. Read on to discover how to choose the right PSA tool for your organization.

Explore how HR teams use document automation to simplify onboarding, maintain compliance, and reduce admin load with modern workflows.

Compare the top tools enterprises are using to upgrade the way they create and circulate documents.

How to achieve better quality, compliance, and brand consistency with AI-powered document automation.

In this article, we’ll look at the companies leading the AI agent charge. We’ll also break down what to look for when choosing a platform that fits your needs, ensuring your agents deliver real results.

In this blog, you’ll discover everything you need to know about Microsoft’s AI agents to get the biggest ROI from your Copilot investment. Plus, learn how Templafy’s document agents take it further—connecting your entire document ecosystem and automating brand, compliance, and content creation directly inside Microsoft 365.

Sales may be one of the oldest professions—but modern selling is anything but old-fashioned. Whether you’re chasing better leads or creating client-ready proposals without the back-and-forth, this blog breaks down how to choose AI tools that scale with your workflow and deliver results you can actually measure. 

AI-first? Let’s get the strategy right first. This blog breaks down exactly how to do that—and why document automation is the best place to begin if you want enterprise-wide impact that you can actually measure.