Salesforce x Templafy

Automate your sales cycle with Templafy's Salesforce integration

Enhance your Salesforce CPQ with faster quote, contract, and proposal creation

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Create and share better-performing sales documents faster


Start your document flow in Salesforce by activating Templafy's template library from anywhere


Automate the creation of proposals in full (or partially) with the correct client data

Save and send

Save documents back to Salesforce under the correct account no matter where they 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 such as marketing, legal and brand teams).

Accelerate sales performance with efficient content creation in Salesforce

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