Powerful integrations for your document workflow

Document automation can’t exist in a vacuum. Build a robust content ecosystem with our out-of-the-box integrations or develop your own custom integrations for maximum flexibility.

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Integrations from document creation to delivery

Work in your preferred apps

Use Templafy from within your existing apps like Microsoft Word or PowerPoint, no need to learn a new program.

Work with your existing data

Pull data from any company system to dynamically generate new documents and fill in templates.

Work with your branded content

Connect to your DAM, CMS, or other content repository so users have up-to-date access as they work with documents.

Work with third-party applications

Hand over documents to external applications to continue the document workflow and delivery.

All business content connected

Streamline document generation and delivery without switching between apps. 

Security-first as standard 

Protect your data with enterprise-grade security that meets and exceeds industry standards across every part of the Templafy platform. 

“Our security-first approach means that everything we build rests on the foundation of a secure cloud infrastructure that works to protect the data it contains.”

Ellen Benaim

Chief Information Security Officer, Templafy

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Salesforce
Provide your potential customers with prompt, branded and flawless quotes, proposals and contracts from within Salesforce.

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Claude
Claude does the research. Templafy generates the presentation using your approved templates, brand assets, and best-practice content.

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Agent add-in for PowerPoint
Create, edit, and review slides with Document Agents. Just ask and they deliver, without leaving PowerPoint.

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AI Assistants

Authentication and security

CRM

DAM and content management

DMS

Document creation applications

ERP

Image banks and stock photo

Microsoft

Project management

Sales applications

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