#1 most frequent
United States of America
47.4%45 installations of 95
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.
Categories & Use Cases
Product Demos
Who Buys & Uses Templafy
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
13.7%13 installations of 95
#3 most frequent
Canada
9.5%9 installations of 95
Quick solution to give users the power to build custom documents FAST
Use Cases and Deployment Scope
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.
Pros
- Simple user interface to make choices and see results
- Puts the power of customization in the users hand
- Quick set up and powerful
Cons
- Customized interface to fit more with a brand or style
- Web interface and not being dependent on microsoft software
Most Important Features
- easy of use
- quick deployment
- user expereince
Return on Investment
- Reduces search hours by half
Alternatives Considered
Nintex Drawloop DocGen for Salesforce
Other Software Used
Wrike, Adobe Analytics