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Templafy

Templafy

Overview

What is Templafy?

Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.

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Recent Reviews

TrustRadius Insights

Templafy has proven to be a valuable tool for users in various industries, helping them solve a range of challenges and improve their …
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Pricing

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What is Templafy?

Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.templafy.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Templafy Library and Dynamics Demo

YouTube
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Product Details

What is Templafy?

Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.

Templafy Videos

Templafy Overview
Templafy Email Signature Solution
Document Automation with Templafy
Proposal creation for teams, with Templafy

Templafy Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(6)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Templafy has proven to be a valuable tool for users in various industries, helping them solve a range of challenges and improve their productivity. One key use case is the integration between Teams and Outlook, which has been known to cause disruptions in scheduling meetings. However, users have reported that Templafy effectively addresses this issue by providing seamless integration between the two platforms.

Another use case of Templafy is its extensive library of ready-to-use templates and brand-compliant content. Users have praised the software for providing them with a wide selection of templates and pictures that adhere to their brand guidelines. This feature allows users to avoid using watermarked content from the web, ensuring that their documents and presentations maintain a professional look.

Furthermore, Templafy standardizes email signatures for all staff members, promoting new marketing initiatives to customers. Users have found that this feature not only ensures consistency in branding but also saves time by eliminating the need for manual signature updates.

Despite some reports of bugs and issues, such as problems with using bending tables for Solidworks and scheduling Teams meetings in Outlook, users have expressed overall satisfaction with Templafy's document template management and brand content integration. By centralizing access to documents and streamlining the creation of professional-looking materials, the software helps eliminate inconsistency and outdated document use.

Additionally, users find Templafy helpful for creating and updating client presentations without starting from scratch each time. This feature allows them to easily incorporate their branding into presentations, saving time while maintaining a consistent image.

Templafy also tackles the challenge of managing brand compliance and governance on a company-wide level. Users appreciate having a centralized location for accessing templates, logos, and other brand materials. This ensures that everyone has correct and up-to-date documents at their disposal.

The software's compatibility with various devices and its use of cloud storage further enhance its usability. Users can access documents anytime, anywhere, and automatic compliance checks provide peace of mind.

Templafy's time-saving features extend beyond document creation. It offers template responses for clients, making communication more efficient. In addition, the software has been praised for helping users solve messy work environments, improving organization and efficiency for teams.

With its user-friendly interface and responsive support team, Templafy has gained recommendations from users who appreciate its compatibility, integration with Microsoft Office, and its ability to facilitate collaboration among different divisions and departments. The software's easy-to-use admin dashboard and strong integrations contribute to its appeal and enable efficient utilization of company assets.

Overall, Templafy has been successful in helping users build documents and presentations that adhere to brand guidelines, ensuring brand consistency and compliance. By providing a centralized location for accessing templates, logos, and other brand assets, the software eliminates the need to worry about using outdated versions or searching for the right materials.

Sharing internal documents within the company has become more beneficial with Templafy, as it streamlines the process and ensures that everyone is working with the most up-to-date information. Users have also found the software useful for putting together contracts with predefined phrases while ensuring compliance with guidelines. This feature saves time and reduces errors in contract creation.

The productivity gains achieved through Templafy are significant. Users have reported improved efficiency in creating documents and presentations thanks to automation tools and easy access to compliant templates. The software's time-saving features, such as providing template responses for clients, further contribute to increased productivity.

Moreover, users appreciate the positive impact of Templafy on their overall work environment. The software helps eliminate inconsistency and outdated document use, resulting in a more organized and efficient workplace for teams. It also promotes brand alignment on a corporate level by ensuring that all staff members have access to correct and up-to-date documents.

In summary, Templafy offers a range of valuable use cases that address common challenges faced by users. From integrating Teams meetings with Outlook to providing ready-to-use templates and promoting brand compliance, the software streamlines document creation processes and enhances productivity. With its user-friendly interface, strong integrations, and responsive support team, Templafy is well-regarded for its ability to improve organization, efficiency, and brand governance within companies across various industries.

Seamless Integration: Many users have praised Templafy's seamless integration within Microsoft Office, stating that it has significantly enhanced the visual appeal and overall quality of their documents. Customizable Templates: Users appreciate the ability to work on ready-made templates and customize them according to their needs. They also like that Templafy allows them to sync custom templates and images, ensuring uniformity across the organization and adherence to brand guidelines. Email Signature Management: Several reviewers mention that Templafy makes it very easy to add email signatures, with options for internal or external communication. The variety of attractive templates available for external communication is also highlighted.

Prolonged loading times and delays: Some users have experienced frustration due to prolonged loading times and delays when suggesting design ideas in Templafy. This issue can be time-consuming and hinder productivity.

Lack of offline functionality: For some users, the lack of offline functionality in Templafy has been a drawback as it limits their ability to use the ready-made templates. This reliance on internet connectivity may pose challenges for users who frequently work in areas with slow or limited connection.

Compatibility issues with other software: The compatibility issues between Templafy and other software, such as Microsoft Outlook and Solidworks, have impacted the seamless workflow for several users. These compatibility issues create disruptions and require additional troubleshooting efforts.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
We were looking for a solution to "build" documents from search results. We came upon Templafy as a system that could help solve our challenges. We wanted to scrape a website, but allow a user to make selections to tailor the output, Templafy was able to index everything and create an easy to use interface for a user to make selections and BOOM a document is built that they can take forward.
  • Simple user interface to make choices and see results
  • Puts the power of customization in the users hand
  • Quick set up and powerful
  • Customized interface to fit more with a brand or style
  • Web interface and not being dependent on microsoft software
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served.

It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need.
  • easy of use
  • quick deployment
  • user expereince
  • Reduces search hours by half
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others.
5000
A mix of users from client facing, marketing and sales.
10
Internal tech team supporting the integration and maintenance of the tool.
  • easey for user
  • speed to integrate
  • looking to leverage more with Google
  • applying custom skin to look and feel more brand
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