Templafy Pricing, Features, Reviews & Alternatives

Templafy

Document generation & management software.

4.8/5 (10 reviews)

Templafy overview

What is Templafy?

Templafy is a cloud-based template management system designed specifically to manage, dynamically update, and share business document templates and brand assets throughout your organization. The solution is most useful for large multi-national enterprises with many employees handling thousands of documents every day.

It’s a smart technology that has the flexibility to integrate into existing document ecosystems – whether on-premise or already in the cloud – and it is fully customizable to fit your enterprise’s needs.

With Templafy you have access to one central repository where all templates and document assets can be updated and accessed instantly for easy distribution and management with guaranteed brand and legal compliance.

When creating documents, templates are dynamically inserted with relevant personal and company information for employees working from multiple offices and under different brands as required.

All company assets undergo automated checks which detect obsolete and outdated content and visual assets, allowing employees to re-use old documents safely.

Updated content is instantly available for all employees in any location as all templates are stored and shared through the cloud. Mobile and tablet compatibility means that users have access to templates while on the move, both online and offline.

Templafy also offers email signature management to securely manage enterprise email signatures. It operates within the enterprise security walls, allows multiple profiles per user and is not reliant solely on Account Director for updates.
www.templafy.com

Pricing

Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia

Supported languages

B@1a74b015
Templafy screenshot: Templafy supports millions of employees worldwide to create documents faster and within company standards through anywhere-access to all content.The Future of Business Documents: Templafy platform in 2020Templafy screenshot: Access to all company templates and assets inside document apps.Templafy screenshot: Automate compliance into your business documents using a smart template that auto-populates using company-approved materials only.Templafy screenshot: The Check and ProductivityPlus tools ensure faster edits, up-to-date content, layout and format every time.Templafy screenshot: The Email Signature Manager is a cloud-based solution that operates within your enterprise security walls and provides central management of all your enterprise’s email signatures including email campaigns.
Have you already used Templafy?
Help us improve the recommendations we show you.

Templafy user reviews

Excellent
8

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.6
  4.7
  4.9
  4.5
Nikolaj R.

User freindly and easy acces to a variety of different templates.

Used weekly for 1-2 years
Reviewed 2017-10-11
Review Source: Capterra

Great product! On a corporate level it improves productivity and branding and compliance alignment and for me personally it makes it easier to find the materials I need and to spend time on the things that really matter. Give it a spin! Great service and a very friendly team behind it. It's one of those tools you didn't know existed until you heard of it and then you suddenly have a hard time working without it.

Pros
Very user friendly and easily manageable within Word. Updated templates and logoes on a daily basis. Very easy corporate roll-out

Cons
Double authentication can be a bit annoying. When in a rush, it can be a bit annoying to wait for extra loading time, but not sure if it is because of Templafy of the internal software etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Jeppe H.

Great solution for Brand Management - it solves real issues

Used daily for 1-2 years
Reviewed 2016-11-03
Review Source: Capterra

If you want a solution not only compatible, but also fully integrated in Microsoft Office 365 and Office on-prem, if care about your Corporate brand, if you want to offer your colleagues to save time when producing, documents, mails and presentations and if you would like to ensure compliance across the various divisions/productbrands/departments... Then you've got to take a look at Templafy. It is very easy to manage and offer state of the art user experiences. C

Pros
User-friendliness and it saves time for the users Compliance in terms of branding, content and legal Easy to manage content Easy to distribute

Cons
The only thing that I could wish for is deep links to the content when sharing the content inside our company, but I know it's on the roadmap and released within a couple of months.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Andrew S.

Perfect for consistent messaging

Used weekly for 2+ years
Reviewed 2019-05-24
Review Source: Capterra

Templafy works particularly well in managing corporate PowerPoint and company presentations so that all are 'on brand' and the messaging is consistent. This is imperative in large organisations. Personally, I find the software and templates a little clumsy in Word.

Pros
User friendly Time-saving Convenient and integrated

Cons
Requires everyone across the organisation to use it consistently

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

Minimize review

Anonymous

Helps me create documents faster and on-brand

Used daily for 1-2 years
Reviewed 2019-05-24
Review Source: Capterra

With image libraries and pre-made infographics, creating documents and presentations is easy, quick and compliant.

Pros
An easy way of creating documents and presentations that are aligned across the organisation. Great to preserve brand identity. I also really like that it makes my presentations look a lot better in a very easy-to-use interface.

Cons
I cannot think of anything to disklike about the product.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

Minimize review

Anonymous

Best software to manage your documents.

Used weekly for 1-2 years
Reviewed 2019-04-10
Review Source: Capterra

By sharing our internal documents with each other in the company, we are getting benefits.

Pros
First of all it is very easy to use. User can dynamically update and share the documents with in the organisation. It can integrate with other softwares also like Microsoft office, office 365 and many more. It is very much secure so no need to worry about the data security. It has concurrency of documents means the data is on cloud and if a document is opened by two user so it will update the content from both. Any changes to the documents and templates will get reflected.

Cons
I was not able to find any disadvantages right now but Pricing is bit high for small organisations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Templafy pricing

Templafy's platform is designed for large enterprise companies. Please contact Templafy directly for pricing details. Price depends on how many users, features and add-ons you need.

Templafy features

API
Access Controls/Permissions
Collaboration Tools
Content Management
Customizable Branding
Document Management
Document Storage
File Sharing
Mobile Access
Search/Filter
Third Party Integrations
Version Control
Workflow Management

Activity Dashboard (286 other apps)
Alerts/Notifications (395 other apps)
Commenting/Notes (276 other apps)
Communication Management (291 other apps)
Data Import/Export (271 other apps)
Drag & Drop (300 other apps)
Task Management (303 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Templafy

Key features of Templafy

  • Access control
  • Brand governance
  • CRM integration
  • Compliance management
  • Customizable templates
  • Digital Asset Management
  • Document template management
  • Forms creation
  • Microsoft Office integration
  • Productivity tools
  • Real time notifications
  • Search functionality
  • Secure data storage
  • Statistics & analytics
  • Template creation & management
View All Features

Benefits

The Library feature – embedded inside document creation apps – provides intuitive one-click-access to company document assets.

Templafy controls the visual and content alignment of employee-produced business documents, ensuring brand consistency and compliance throughout all communication material. Users can share and reuse best-practice company slides, images, text or videos, saving time while remaining on-brand.

Each document template automatically incorporates relevant personal data and applies the correct visual and legal standards, easing the management of brand compliance.

The automation features help teams save time building long, complex business documents with a smart template that auto-populates documents with company-approved content only.

Check and ProductivityPlus tools ensure faster edits, up-to-date content, layout and formatting every time.

Templafy is compatible with mobile devices as well as tablets, allowing users to access templates and updates while on the move and from any location.

Templafy's Email Signature Manager operates within your enterprise security walls and provides central management of all your enterprise’s email signatures, including email campaigns.

Productivity is enhanced, company time is saved every day, and companies can get the most out of their already existing tools through Templafy connecting all the apps and tools used in document creation into an aligned intuitive workflow.