Salesforce x Templafy

Efficient workflows & high-performing sales documents

Create sales documents such as quotes and contracts directly from within Salesforce and easily save it back to where it needs to be.

Create and share better-performing sales documents faster

Access

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

Build

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

Share 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

  • Templafy’s seamles integration with Salesforce enabling employees to automatically build sales documents with easy access to the correct company content and supporting tools.

  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).

Interested in how global enterprises have transformed their way of working with client-facing documents? Book your non-binding and free demo, and we’ll show you what you need to know.