Templafy for sales departments

Win more deals with 30% faster document creation

Use Templafy to automate the creation of client proposals, presentations, contracts and more

What our clients tell us before implementing Templafy

"We're wasting time making or repurposing sales collateral instead of actually selling."

"Finding the right content to create a contract or proposal takes so much time and effort."

"The documents we send to clients are often filled with mistakes and outdated data."

Embrace efficiency with sales document automation

  • Create professional, client-ready documents in minutes
  • Get the latest marketing assets and legal disclaimers added to every template
  • Access real-time data from Salesforce, Highspot, SharePoint and other platforms

Work within the applications you already use

  • Access the latest sales and marketing assets from inside every presentation
  • Start a proposal in Salesforce using the most up-to-date client data
  • Do everything within Microsoft Office or Google Workspace – no more app-switching

Using Templafy has improved the aesthetics and quality of our sales presentations, and the performance of our sales team.

Tobias Lybech Bojesen
Senior Digital Product Manager at Novicell

Templafy removes all the complexity of formatting documents which has resulted in huge gains in productivity.

Graeme Bland
Head of IT for productivity & project applications

Now, Sales create top-notch presentations that are perfectly in line with company standards within a fraction of the time.

Patrick Bloem
Brand compliance manager

Faster and easier access to new revenue. Get started today.

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