The agentic platform for professional documents
Whether you’re creating presentations on your own or governing enterprise-wide document workflows, Templafy has a plan that scales with your needs.
Individual
For individuals just wanting to get started with Templafy
Free
No credit card required
1 seat
AI and Document Agents
✓ AI PowerPoint generation and editing
✓ Color customization for PowerPoint presentations
✓ Choose from professional document themes
✓ Edit outputs further with AI or in PowerPoint
Works everywhere
✓ Microsoft Office integration
✓ Claude, ChatGPT and Copilot
Team
For teams creating documents and collaborate on workflows
$40
per user/month
max 25 seats
AI and Document Agents
✓ Create reusable Document Agents
✓ Share Document Agents across your team
Works everywhere
✓ Microsoft Office integration
✓ Claude, ChatGPT and Copilot
Governance and control
✓ Company templates and branding
✓ Enterprise knowledge grounding (File uploads)
✓ Rules-based document automation
✓ Shared workspace and admin controls
✓ Permission-based access
Enterprise
For enterprises looking to create high-quality, enterprise-ready documents
Custom
Price and seat count based on enterprise plan
AI and Document Agents
✓ Document Agents
✓ Custom Agent design and targeting
✓ Multi-source enterprise knowledge grounding (RAG, Glean, Sharepoint)
✓ Rules engine and advanced automation
✓ Central content library
✓ Advanced PowerPoint editing and review tools
Works everywhere
✓ Microsoft Office integration
✓ Claude, ChatGPT and Copilot
✓ Advanced connectors (CRM, DMS, Teams)
Enterprise governance and security
✓ Centralized content and brand distribution
✓ Advanced permissions and approval workflows
✓ Audit logs and governance controls
✓ Enterprise APIs and MCP
✓ SSO and SCIM
✓ Bring your own LLM (custom AI models)
✓ Analytics and document intelligence
✓ Dedicated customer success
Compare our plans
| Product feature | Individual | Team | Enterprise Platform | Enterprise Pro | Enterprise Premium | |
|---|---|---|---|---|---|---|
| Start in existing workflows | M365 Workflow Integrated | ✓ | ✓ | ✓ | ✓ | |
| AI Workflow Integrated (MCP) | ✓ (Coming soon) | ✓ | ✓ | ✓ | ✓ | |
| Fast, on-brand, Agentic AI document generation | Create Document Agents | ✓ | ✓ | ✓ | ✓ | ✓ |
| File Upload for Context | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Template Library with AI Search | ✓ | ✓ | ✓ | |||
| Fast, on-brand, Agentic AI document editing | Prompt-to-slide (Edit Document Agents) | ✓ (Coming soon) | ✓ | ✓ | ✓ | ✓ |
| Prompt Library | ✓ | ✓ | ✓ | ✓ | ||
| Productivity Suite | ✓ | ✓ | ✓ | |||
| Document Check | ✓ | ✓ | ✓ | |||
| Central Content & Brand Governance | Content Distribution | ✓ | ✓ | ✓ | ||
| Content & User Personalization | ✓ | ✓ | ✓ | |||
| Content, Brand & AI Policies | ✓ | ✓ | ✓ | |||
| Content Spaces | ✓ Up to 1 | ✓ Up to 3 | ✓ Up to 5 | |||
| Custom Agent Design & Targeting | Specialist Agents | ✓ Up to 3 | ✓ Up to 3 | ✓ Up to 20 | ✓ Up to 100 | |
| Control Agent Questions | ✓ | ✓ | ✓ | ✓ | ||
| Control Agent Presentation Structure | ✓ | ✓ | ✓ | ✓ | ||
| Customized Prompt Library | ✓ | ✓ | ||||
| Target Distribution of Prompts & Agents | ✓ Up to 10 groups | ✓ Up to 25 groups | ||||
| Enterprise Knowledge Grounding for Agents | Knowledge Sources: Flat File Upload | ✓ | ✓ | ✓ | ✓ | |
| Knowledge Sources: Knowledge Connector | ✓ Sharepoint | ✓ Sharepoint | ✓ Sharepoint | |||
| Knowledge Sources: RAG | ✓ Up to 1 | ✓ Up to 3 | ||||
| Custom LLM (Doc Agent Brain) | Optional add-on | Optional add-on | ✓ Up to 1 | ✓ Up to 1 | ||
| Rules-based Automation | Dynamics for Agents (Access to resources) | ✓ Coming soon (preview) | ||||
| Advanced Automation | ✓ Up to 1 template | |||||
| Document Workflows | ✓ | |||||
| Document Intelligence & Analytics | Usage Analytics and Insights | ✓ | ✓ | ✓ | ||
| Content Creation Intelligence | ✓ (Coming soon) | ✓ (Coming soon) | ✓ (Coming soon) | |||
| Highest Standards for Enterprise InfoSec | Enterprise-grade security | ✓ | ✓ | ✓ | ||
| Customer support | ✓ | ✓ | ✓ |
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
“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.
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.
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.