The best deals start with outstanding documents

Share and track the performance of your sales collateral — anywhere it goes.

Share & collaborate anywhere

Easily share documents with and collect feedback from colleagues or external recipients — no email attachments, no size limits.

Enterprise-ready & secure

Integrate Templafy into your IT infrastructure without sacrificing security. Templafy’s enterprise-level security works across all devices.

Dashboards with real-time tracking

Get notifications when people use your content and see a full overview in your document dashboard.

Collect actionable insights from all sales collateral shared with prospects 

Sales collateral is no longer just something you send and hope the receiver will read it. On top of getting real-time notifications when a prospect interacts with the content they send, your sales team can now easily access in-depth knowledge about exactly how the recipient interacts with your sales collateral.

When a document is shared with multiple people, the sales rep will have access to accumulated analytics data on the performance of the document to easily optimize performance and learn from the top performers.

LRW uses Templafy to distribute branded sales materials to our teams in LA, NYC, Chicago, Philadelphia, North Carolina, and London. We may all be working remotely right now, but with Templafy we can all get the help we need and share materials together.

Lori Collins-Jarvis
VP Sales Enablement at LRW

Book your personalized demo and learn how Templafy can help boost your sales performance.

  • Actionable insights from every single document shared with potential prospects.

  • Easy access to all the company’s latest sales collateral directly from Office or Google Workspace.

  • Quickly compile tailor-made sales collateral using smart automation

See how other Templafy solutions can empower your sales team