Templafy
by Templafy · Document Management
AI-powered document generation and template governance for enterprise business documents.
- Works with
- Microsoft Dynamics 365, AFAS, Salesforce, Microsoft 365, iManage, SharePoint, Custom systems
- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Subscription, per-user, quote-based (tiered: Agents Platform / Pro / Premium)
- Founded
- 2014
- Headquarters
- Copenhagen, Denmark
Overview
Templafy is an enterprise document generation and governance platform that lets organizations create on-brand, compliant business documents directly inside the tools employees already use. It connects company-approved templates, brand assets, boilerplate text, and business rules to Microsoft 365 (Word, PowerPoint, Excel, Outlook), Google Workspace, and Salesforce, so that every proposal, presentation, report, or contract is assembled from current, governed content rather than recreated by hand.
The platform layers three things on top of standard office applications: a content layer of approved templates and brand assets, a knowledge layer of business logic and document rules, and a data layer that pulls live information from CRM and ERP systems to auto-populate documents. Its more recent "Document Agents" combine generative AI with patented rules-based automation, generating drafts that follow company templates, brand standards, compliance requirements, and business rules while keeping output grounded in trusted enterprise content rather than open-ended model output.
Templafy is aimed primarily at large, regulated and brand-conscious enterprises -- it reports use across more than 800 organizations and roughly 4 million knowledge workers, with strong adoption in professional services, financial services, accounting, and insurance. Administration is centralized: IT and brand teams manage templates, content libraries, agents, and access from a single admin layer, and updates propagate to end users in real time across connected applications.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Template & brand management
Centralized, governed templates and brand assets surfaced inside Office and Google apps.
- Governed template library accessible from Word, PowerPoint, Excel, and Outlook ribbons
- Centrally managed brand assets (logos, images, icons, fonts) with approval control
- Dynamic templates that adapt content by user role, department, or region
- Automatic application of current brand guidelines and visual standards
- Real-time updates so template and content changes propagate to all users
- Content filtering based on Active Directory or user group membership
Document generation & automation
Assemble complete documents from approved content, data, and business rules.
- Dynamic document assembly pulling personalized text and legal disclaimers
- Auto-population of documents from CRM, HRIS, and ERP data sources
- Batch document creation and system-triggered generation (Premium tier)
- Reusable, governed boilerplate and content snippets
- Document Generation API for programmatic creation from business systems
- On-brand output in native Office file formats
AI document agents
Generative AI grounded in approved enterprise content and rules.
- Universal agents that draft presentations and slides from prompts
- Specialist agents and custom LLM connections (Pro tier)
- Rules-based precision automation combined with generative AI (Premium tier)
- Grounding of AI responses in trusted company content and data
- Best-practice prompts and AI editing tools inside the document workflow
- MCP-based connections linking ChatGPT, Claude, Copilot, and Gemini to enterprise content
Governance, compliance & control
Digital governance layer ensuring documents meet brand, legal, and regulatory standards.
- Enforcement of legal, regulatory, and brand standards on client-facing documents
- Role-based access control with activity logging
- Full document and asset revision history
- Metadata management to support DLP integration
- Compliant disclaimer and clause insertion by region or business unit
- Centralized administration of content, rules, and user access
Integration & identity
Native connectors to productivity, CRM, DMS, DAM, and identity systems.
- Native integration with Microsoft 365, Google Workspace, and Salesforce
- Connectors to DMS and content systems (iManage, SharePoint, Box)
- 40+ DAM and brand-asset integrations (Frontify, Bynder, Aprimo, Brandfolder, Canto)
- SSO via Microsoft Entra ID, Okta, OneLogin, PingIdentity, SAML 2.0
- SCIM / JIT user provisioning
- Custom and out-of-the-box connectors plus a developer API
Common use cases
- Standardizing branded proposals, quotes, and contracts across sales teams
- Generating compliant presentations and pitch decks at scale
- Auto-populating documents with live CRM and ERP data
- Enforcing brand and legal consistency across a distributed workforce
- Centralizing template and brand-asset management for IT and marketing
- Producing regulated client documents in financial and professional services
- Connecting enterprise AI assistants to approved company content
Strengths & considerations
Strengths
- Works natively inside Microsoft 365, Google Workspace, and Salesforce rather than a separate editor
- Combines generative AI with patented rules-based automation for governed output
- Three-layer model (content, knowledge, data) grounds documents in approved sources
- Strong enterprise governance, brand-control, and compliance posture
- Deep DAM and identity integration ecosystem (40+ connectors)
- Microsoft 365 App certified with SOC 2, ISO 27001, and ISO 27017 certifications
Considerations
- Enterprise-focused; pricing is quote-based and not suited to small teams or self-serve buyers
- Reviewers report occasional clunkiness deploying Office add-ins and custom ribbons
- Some PowerPoint metadata injection issues reported (requires file reopen) in reviews
- Value depends on upfront template and brand-asset setup and ongoing governance
- Primarily oriented to Microsoft/Google office documents rather than full DMS storage
ERP integrations
Pulls business data to auto-populate documents.
AFAS ERP/CRM data used as a document data source.
Generate branded quotes, proposals, and contracts from Salesforce data.
Native add-ins for Word, PowerPoint, Excel, and Outlook; Microsoft 365 App certified.
Document management system integration.
Content and asset source/destination.
Document Generation API and custom content connectors for in-house systems.
Pricing
No public list price; pricing depends on solution and number of user licenses. Three tiers progress from AI-assisted creation (Platform) to specialist agents with knowledge integration (Pro) to rules-based precision automation with batch and system triggers (Premium). Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Microsoft Azure
- Data residency
- Europe, USA, Australia, Canada
- Compliance
- SOC 2 Type II, SOC 3, ISO 27001, ISO 27017, GDPR, Microsoft 365 App certified
About the vendor
- Founded
- 2014
- Headquarters
- Copenhagen, Denmark
- Ownership
- Private (venture-backed; investors include Insight Partners, Blue Cloud Ventures, General Atlantic, Dawn Capital, Seed Capital)
- Notable customers
- KPMG, BDO, PwC, Cisco, Philips
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Templafy — frequently asked questions
What does Templafy do?
Templafy is an enterprise document generation and governance platform. It connects approved templates, brand assets, boilerplate, and business rules to Microsoft 365, Google Workspace, and Salesforce so employees create on-brand, compliant documents inside the apps they already use.
Does Templafy integrate with CRM and ERP systems?
Yes. Templafy pulls live data from CRM and ERP systems (including Salesforce, Microsoft Dynamics 365, and AFAS) to auto-populate documents, and offers a Document Generation API plus custom connectors for in-house systems.
Is Templafy secure and compliant?
Templafy is SOC 2 (Type II), SOC 3, ISO 27001, and ISO 27017 certified, GDPR compliant, and Microsoft 365 App certified. Data is hosted on Microsoft Azure with residency options in Europe, the USA, Australia, and Canada.
How is Templafy priced?
Pricing is quote-based and depends on the chosen solution tier (Agents Platform, Pro, or Premium) and the number of user licenses. Templafy does not publish list prices and targets mid-market and enterprise buyers.
Does Templafy use AI?
Yes. Templafy's Document Agents combine generative AI with patented rules-based automation, grounding AI output in approved company content, data, and business rules. It also offers MCP-based connections linking assistants like ChatGPT, Claude, and Copilot to enterprise content.
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