OnBase vs Templafy
document management head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | Custom quote / contact sales | Subscription, per-user, quote-based (tiered: Agents Platform / Pro / Premium) |
| Deployment | Cloud, On-premise, Hybrid | Cloud |
| Company size | Mid-market, Enterprise | Mid-market, Enterprise |
| Stated ERP integrations | SAP, Oracle Fusion Cloud, Workday, Microsoft Dynamics 365, Infor | Microsoft Dynamics 365 |
| Vendor | Hyland | Templafy |
Our take
Where OnBase leads
- Stronger evidenced coverage on 18 of the 28 capabilities where they differ (led by ai-driven document classification and ai/ml field and table data extraction).
- Stated SAP, Oracle Fusion Cloud, Workday, Infor integration the alternative doesn't list.
Where Templafy leads
- Stronger evidenced coverage on 10 of the 28 capabilities where they differ (led by microsoft 365 integration and governed template & brand asset management).
Where they differ
The 28 capabilities (of 51 in the document management taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| AI-driven document classificationCapture & Ingestion | Core strength Automatic classification via Brainware capture | Not evidenced |
| AI/ML field and table data extractionCapture & Ingestion | Core strength Intelligent data extraction and verification via Brainware capture | Not evidenced |
| Visual / no-code workflow designerWorkflow & Process Automation | Core strength Configurable rules-based workflows | Not evidenced |
| Microsoft 365 integrationCollaboration & Access | Not evidenced | Core strength Native ribbon add-ins for Word, PowerPoint, Excel, Outlook; Microsoft 365 App certified |
| Low-code case / app builderPlatform, Reporting & Integrations | Core strength WorkView application platform for case-style solutions | Not evidenced |
| Governed template & brand asset managementContent Generation & Templates | Not evidenced | Core strength Governed template library with brand-asset approval control |
| Automated document assemblyContent Generation & Templates | Not evidenced | Core strength Dynamic document assembly with auto-population from CRM/HRIS/ERP data |
| AI content draftingContent Generation & Templates | Not evidenced | Core strength Universal AI agents draft presentations and slides from prompts |
| Scanning & batch captureCapture & Ingestion | Supported Multi-channel capture: scanning, fax, EDI, file sweeps | Not evidenced |
| Email importCapture & Ingestion | Supported | Not evidenced |
| Centralized document repositoryRepository & Organization | Supported | Not evidenced |
| Metadata-driven tagging & classificationRepository & Organization | Not evidenced | Supported |
| Related document linkingRepository & Organization | Supported Consolidated view of related content in case management | Not evidenced |
| Electronic formsWorkflow & Process Automation | Supported | Not evidenced |
| AP invoice automationWorkflow & Process Automation | Supported AP connector framework with two-way ERP data validation | Not evidenced |
| Exception handling & escalationWorkflow & Process Automation | Supported | Not evidenced |
| Retention schedules & automated dispositionRecords Management & Compliance | Supported Automated retention scheduling | Not evidenced |
| Certified records managementRecords Management & Compliance | Supported SEC 17a-4 broker-dealer recordkeeping support | Not evidenced |
| Regulatory compliance frameworksRecords Management & Compliance | Not evidenced | Supported Enforcement of legal, regulatory and brand standards; region-specific disclaimer/clause insertion |
| Single sign-on / identity federationSecurity & Access Control | Not evidenced | Supported Entra ID, Okta, OneLogin, PingIdentity, SAML 2.0 |
| Data loss prevention & sensitive-data discoverySecurity & Access Control | Not evidenced | Supported Metadata management to support DLP integration |
| Real-time co-authoringCollaboration & Access | Supported Secure content sharing with version control and co-authoring | Not evidenced |
| Secure external sharingCollaboration & Access | Supported | Not evidenced |
| Mobile accessCollaboration & Access | Supported Web and mobile access | Not evidenced |
| AI agents for content workflowsAI & Content Intelligence | Not evidenced | Supported Universal and specialist AI document agents |
| Public REST APIPlatform, Reporting & Integrations | Not evidenced | Supported Document Generation API and developer API |
| Reporting & operational dashboardsPlatform, Reporting & Integrations | Supported Real-time interactive dashboards, OnBase Insights | Not evidenced |
| Prebuilt ERP connectorsPlatform, Reporting & Integrations | Core strength Direct ERP integrations for SAP, Oracle, Workday, Microsoft Dynamics 365 | Supported Dynamics 365 and AFAS as document data sources |
Both grade identically on the other 23 capabilities — see each product's full profile: OnBase, Templafy.
OnBase vs Templafy — FAQs
Is OnBase or Templafy better for ERP integration?
Both state integrations with Microsoft Dynamics 365. OnBase additionally lists SAP, Oracle Fusion Cloud, Workday, Infor. Always verify the connector against your ERP version with a reference customer.
Which is cheaper, OnBase or Templafy?
Neither publishes a list price — both quote. Ask each for the all-in first-year cost at your seat count, as one number, and compare those.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what OnBase and Templafy should each cost you — and whether a third option belongs on your shortlist.