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Templafy Reviews & Product Details

Taufique K.
TK
Associate Endpoint Assessor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Templafy?

Ease of use and applicability of the product stands out from its competitors. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Number of possible available integration options. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Ready made Governance templates saves time for drafting a document from the scratch. Review collected by and hosted on G2.com.

Templafy Overview

What is Templafy?

Templafy is a fast-growing B2B Software-as-a-Service company, helping over 3.9 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters. With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

Templafy Details
Product Website
Languages Supported
Danish, German, English, Finnish, French, Hindi, Japanese, Korean, Dutch, Norwegian, Spanish, Swedish, Chinese (Simplified)
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Product Description

Templafy is the simple way to manage and share company templates. On-brand, compliant and personalized for each employee. It's an enterprise solution that won't gather dust.

How do you position yourself against your competitors?

Templafy is the only security-first enterprise platform for document template management that works across all devices and office applications with integrated GenAI capabilities.


Seller Details
Seller
Templafy
Company Website
HQ Location
Copenhagen, Denmark
Twitter
@Templafy
782 Twitter followers
LinkedIn® Page
www.linkedin.com
237 employees on LinkedIn®
Description

Templafy is the next gen document generation platform that automates documents to remove risk and increase efficiency for over 800 organizations around the world.


SJ
Overview Provided by:

Recent Templafy Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Great Tool For Getting Proposals Out The Door Quickly"
This tool plugs directly into Word, making it easy for new users to learn quickly. I like that it integrates our branding and colors, and is easy t...
Rohit S.
RS
Rohit S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Review"
This is best platform to sign documents.
Aman S.
AS
Aman S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Review"
It helps a lot with corporate employees.
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Templafy Media

Templafy Demo - Better documents win more business
See how Templafy’s next-gen document generation platform activates brands, drives governance and enables employees to create high-performing business documents faster.
Templafy Demo - Intuitive access to all document assets and templates
Templafy's Library provides one-click access to all company document assets from inside document creation applications. Find company templates, presentations, slides, slide collections, text elements, icons, and images. Real-time updates ensure up-to-date, on-brand and compliant assets. Librar...
Templafy Demo - Automate complex document assembly with GenAI
Intelligent automation and Generative AI in Templafy Dynamics builds documents quickly and correctly. Answers to gated questions trigger intelligent automation that pulls up-to-date company content into documents and emails. With Templafy, employees drastically cut time spent repeatedly bui...
Templafy Demo - Automate Complex Documents like Sales Proposals
Intelligent automation and Generative AI in Templafy Dynamics builds documents quickly and correctly. Answers to gated questions trigger intelligent automation that pulls up-to-date company content into documents and emails. With Templafy, employees drastically cut time spent repeatedly bui...
Templafy Demo - Unify your document ecosystem
Connect the programs you use for intelligent and secure document workflows, from creation to storage. Templafy's platform unifies entire document and content management infrastructures. Strong integrations maximize the usage of integrated systems and promote intuitive workflows. Our open API m...
Templafy Demo - Manage and deploy email signatures without IT
Templafy's Email Signature Manager is designed for enterprise with security and usability in mind. It addresses the most common compliance issues in email signature design and legal disclaimers. There is no rerouting of emails outside of company servers. The feature makes the management of mul...
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46 out of 47 Total Reviews for Templafy

4.3 out of 5
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46 out of 47 Total Reviews for Templafy
4.3 out of 5
46 out of 47 Total Reviews for Templafy
4.3 out of 5

Templafy Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for TemplafyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Anand Y.
AY
Corporate Marketing Specialist
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Templafy?

Templafy has been a great additon to our workspace as it helps to have the brand carried out seamlessly through various documents and proposal we work on. It helps a beginner to work on writing as the pre-loaded templates would help ease the process of dding the pages or templates which were already added. We use templafy on a daliy basis in writing technical documets. proposals, Internal Communcations. As a Marketer I really love the ease of implementing the temlates across the M365 apps helps us reduce work hours and integrate well into our systems. Till dates We haven't found any issues that made us reachout to custmr support but I feel that it would be a great experience using Templafy. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

As a tech Writer with mutiple logins I find it annoying to login into Templafy evrytime. It would be great if I could have a primary login. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Templafy, helped us to integrate templates across M365 Apps which helps our proposal writers and technical writers to work and create documents that reflect brands identity and seamless look through out the document. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Templafy?

This tool plugs directly into Word, making it easy for new users to learn quickly. I like that it integrates our branding and colors, and is easy to reuse existing proposal templates fast. It was fairly simple to implement and our rep is pretty responsive for any issues. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Occasionally we run into a glitch or two on formatting. The tool is expensive. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Templafy helps us create proposals and answer RFPs quickly and in our branding. It helps us efficiently respond to new business requests for all of our industries. Review collected by and hosted on G2.com.

Charlotte D.
CD
Business development & innovation project leader
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Templafy?

Templafy helps saving time designing presentation both in terms of content - thanks to the library - and in formatting - with the productivity tools. That gives more time to the teams to focus on fine tuning the commercial proposals and answering customers' needs. The library add-in is a great booster for sharing knowledge within the company, between departments and countries. Both front and back offices are friendly to use Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Templafy pricing model is most attractive for big companies, less for a company like ours that needs around 250 licences. When it comes to the functionalities, the add-ins may sometimes create some powerpoint bugs or lagging. Lastly, the Excel link is not reliable whenever the file is heavy. Overall, we are very satisfied with the tool. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Templafy helps harmonizing the quality and design of presentation, whatever the user whatever the country. It fasten content sharing is a very user friendly way Review collected by and hosted on G2.com.

Response from Thor Møller of Templafy

Hi Charlotte,

It's great to hear that Templafy is significantly enhancing your presentation design process by saving time and boosting productivity.

The library feature sounds particularly beneficial for promoting knowledge sharing across your organization. We appreciate your feedback on the pricing model and performance issues with add-ins and heavy Excel files. Your insights are valuable and will help us improve.

We're glad that overall, Templafy meets your needs and supports your team's efforts in creating consistent, high-quality presentations.

Thank you for sharing your experience!

SM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Templafy?

We are still fairly early in our Templafy journey, but so far everyone in the business introduced to Templafy’s offering has been excited to get their hands on it and start using the software. It’s great for the VI team who want comprehensive brand governance and great for users who want to create well-designed documents quickly and easily.

Moreover, we are a complex organisation and Templafy have gone over and above to bring all parties on the journey. Huge thanks to John, Perry, Renato, Sandra and Lasse. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Nothing to dislike. It is a change in ways of working (for the better), which some can be resistant to. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Giving time back – we produce a lot of detailed documents and presentations and Templafy will make a big difference to the amount of time spent. Review collected by and hosted on G2.com.

Response from Valeria Kadelski of Templafy

Hi Steph, thank you for sharing your experience! We're glad to hear that Templafy is helping your team with brand governance and document creation, and helping you save time too.

Ishika J.
IJ
Brand Solutions Strategist
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Templafy?

Automated document assembly speeds up document creation, allowing employees to focus on core tasks instead of repetitive document tasks. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

It can be pricey and may require training for full utilization. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

With Templafy’s automation features, documents can be generated from templates with pre-filled data, saving time on repetitive document creation tasks. Review collected by and hosted on G2.com.

Rohit S.
RS
Specialist, Projects - CEO's Office
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Templafy?

Excellent doc management tool, easy to use and helpful Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Not a lot of templates for PMO processes of a B2B startup Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Easy to find templates which is helping me in my everyday tasks while working as a consultant - CEO's office Review collected by and hosted on G2.com.

Sarah M.
SM
Marketing Director - M&A Integration
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Templafy?

We can deploy our brand to our 8000+ consultants in an instant, meaning that they are always producing client deliverables on brand.

It was easy to implement, working with our IT team. And we rolled it out to all 8000 users globally over a two week period before launch.

It is used by 95% of our users daily - and is one of the tools that impacts our users the most. Overwhelmingly our people love Templafy.

Out fo the couple of issues we've had, the tech team have been very responsive, and our account manager (John) has been awesome. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Nothing..... although Templafy is very easy to use, and they helped us with comms and the roll out - it still seems to blow some of our people's mind! Plus many of our people don;t like that we are putting brand rules in place (but that is all good for me and our business). Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

Having a library of all our templates and images in one place, meaning that everyone is using correctly copyrighted and brand appropriate assets.

We also updated our visual identity, and Templafy brought down the implementation time from months to weeks. Review collected by and hosted on G2.com.

Response from Valeria Kadelski of Templafy

Hi Sarah,

Thank you so much for leaving us a review! We're thrilled to hear that Templafy has been instrumental in maintaining brand consistency for your global team of consultants. It's great to know that our implementation process was seamless and that the majority of your users are benefiting from Templafy on a daily basis. We appreciate your feedback and look forward to continuing to support your business.

LK
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Templafy?

It is simple, it is reliable, it uses MS native features but improves them. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

There is nothing I dislike about Templafy. The only thing I can say as a predominant Word users is that Templafy invents a lot of wonderful things for PowerPoint but doesn't include them to Word although they would be useful there t oo. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

The usual multilevel numbering issues in Word, delivering templates in simple way.

It benefits us greatly simply by being reliable. If something goes wrong, the import styles just about fixes anything, unlike with native Word.

Also the support is fantastic, both from Templafy and Omnidocs, with the team listening to suggestions and thinking about them. Review collected by and hosted on G2.com.

Response from Valeria Kadelski of Templafy

Hi Lenka, thank you for your review!

We're delighted to hear that Templafy has been a reliable solution for you and has improved your experience with Word. We're committed to providing excellent support and continuously enhancing our product based on customer feedback, so your point about enhancing Word features within Templafy is duly noted. Thank you for choosing Templafy and for sharing your experience with us!

Rohit S.
RS
Senior Subject Matter Expert
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Templafy?

This is best platform to sign documents. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

Nothing special about this. App is almost good Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

This is good platform to sign. Review collected by and hosted on G2.com.

Aman S.
AS
Senior Prior Authorisation Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Templafy?

It helps a lot with corporate employees. Review collected by and hosted on G2.com.

What do you dislike about Templafy?

It's good overall I think, everything is good about it. Review collected by and hosted on G2.com.

What problems is Templafy solving and how is that benefiting you?

It's helps a lot in signature Review collected by and hosted on G2.com.