Quick solution to give users the power to build custom documents FAST
May 12, 2022

Quick solution to give users the power to build custom documents FAST

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Templafy

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
  • 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.

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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.

Using Templafy

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