Document creation

Enable smart document creation where your employees are working

Templafy integrates with your document creation applications in Microsoft Office and G-Suite, both on-premise and online. Employees access the latest, on-brand, compliant business assets directly in the apps where document creation is happening.

Document management

Connect your DMS with intelligent templates

Integrate your existing document management software with Templafy and leverage the best out of your existing setup. Templafy’s intelligent template system works with the document management systems you trust.

List of standard DMS integrations

CRM

Import the latest customer data directly into document templates

By integrating your CRM system with Templafy, you can insert always-up-to-date customer information directly into business document templates, saving time and ensuring accuracy in document creation.

Digital assets

Access all digital assets from DAM, direct from the app you’re in

Bring your digital assets right to where employees work. Integrating your DAM system with Templafy enables access all digital assets directly from the document creation application employees are working in.

List of standard DAM integrations

You can also enable integrations to stock image and icon banks like Pexels and Iconfinder.

Storage

Connect your existing storage systems and documents

Templafy stores your organization’s templates and assets in the cloud, and supports centralized storage systems, so you can continue using your existing storage method alongside Templafy.

Security and identity management

Meet enterprise security standards through Single Sign-On technology

You’re secure with Templafy. We meet enterprise security standards by integrating with the most commonly used Single Sign-On technologies and user information systems.