Salesforce Templafy integration
Salesforce x Templafy

Automate your sales cycle

Create efficient workflows across your quote, contract, and proposal creation process with the click of a button

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Create and share better-performing sales documents faster


Templafy's template library can be accessed from Salesforce, embedding Templafy into the natural workflow of the employee.


Automate document assembly fully or partially with the correct information and data from Salesforce.

Save and send

Save documents back to Salesforce under the correct account no matter where the document creation started from.

Easily create sales documents with up-to-date Salesforce information

  1. IT-Free Technology. Once setup is complete, there is no need to bother IT with content requests. All updates and rollouts can be managed by content owners (like marketers, legal teams, or brand managers).

Accelerate sales performance with efficient content creation in Salesforce

Fill out the form to book a session with a Templafy Salesforce expert.