Templafy Features

Templafy

Document generation & management software.

4.8/5 (10 reviews)

Templafy Feature Summary

  • 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

Competitor Feature Comparison

API
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Archiving & Retention
Asset Categorization
Asset Library
Asset Sharing
Audit Trail
Auto Update
Automatic Formatting
Batch Processing
Campaign Specific Signature
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Content Management
Customizable Branding
Customizable Forms
Customizable Templates
Digital Asset Management
Document Automation
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Encryption
File Conversion
File Management
File Recovery
File Sharing
Full Text Search
Image Library
Interaction Tracking
Messaging
Metadata Management
Mobile Access
Offline Access
Process/Workflow Automation
Real Time Notifications
Reporting & Statistics
Reporting/Analytics
Search/Filter
Secure Data Storage
Signature Creation
Signature Management
Signature Templates
Template Management
Templates
Text Editing
Third Party Integrations
Version Control
Video Support
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Archiving & Retention
Asset Categorization
Asset Library
Asset Sharing
Audit Trail
Auto Update
Automatic Formatting
Batch Processing
Campaign Specific Signature
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Content Management
Customizable Branding
Customizable Forms
Customizable Templates
Digital Asset Management
Document Automation
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Encryption
File Conversion
File Management
File Recovery
File Sharing
Full Text Search
Image Library
Interaction Tracking
Messaging
Metadata Management
Mobile Access
Offline Access
Process/Workflow Automation
Real Time Notifications
Reporting & Statistics
Reporting/Analytics
Search/Filter
Secure Data Storage
Signature Creation
Signature Management
Signature Templates
Template Management
Templates
Text Editing
Third Party Integrations
Version Control
Video Support
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Archiving & Retention
Asset Categorization
Asset Library
Asset Sharing
Audit Trail
Auto Update
Automatic Formatting
Batch Processing
Campaign Specific Signature
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Content Management
Customizable Branding
Customizable Forms
Customizable Templates
Digital Asset Management
Document Automation
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Encryption
File Conversion
File Management
File Recovery
File Sharing
Full Text Search
Image Library
Interaction Tracking
Messaging
Metadata Management
Mobile Access
Offline Access
Process/Workflow Automation
Real Time Notifications
Reporting & Statistics
Reporting/Analytics
Search/Filter
Secure Data Storage
Signature Creation
Signature Management
Signature Templates
Template Management
Templates
Text Editing
Third Party Integrations
Version Control
Video Support
Workflow Management
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Templafy Feature Reviews

9 reviewers had the following to say about Templafy's features:

Anonymous
(Computer Software company, 51-200 employees)

A Great Enterprise Tool

2019-05-24

Basically - Templafy has helped us solved what they rightfully call 'Document Anarchy' - Going from hundreds of different versions to a much more streamlined approach and process.

Pros

Templafy makes it easy to stay in control and unifying the brand across documents and presentations.

Cons

It takes a bit of time getting use to and everyone on board.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeppe H.

Great solution for Brand Management - it solves real issues

2016-11-03

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...

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Templafy

Arrange a demo with Templafy. Perhaps get a trial-version with some generic content in order for you to get a feeling of the product. Invest 2-4 hours getting comfortable with the functionality and administration. I am sure you will love it and see the significant benefits for your organization and all the users.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Best software to manage your documents.

2019-04-10

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

Pros

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.

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Civil Engineering company, 10001+ employees)

Helps me create documents faster and on-brand

2019-05-24

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

Pros

Great to preserve brand identity.

Cons

I cannot think of anything to disklike about the product.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris S.

Simple Streamlining brand usage in documents company wide

2016-06-08

Easy to use cloud-side admin dashboard. Very strong integrations to Microsoft Office and other office applicationd.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Henrik C.

Easy way to get companywide control of your documents

2018-06-25

We mainly use it for putting together contracts with predefined phrases and we can now make sure, that wording is not changed while we also can make sure that the look'n feel follows the guidelines.

Pros

It makes it very easy to standardize documents across the organization and to ensure, that contracts etc. are compliant to the rules and regulations set forth.

Cons

So far I have not found something that I was not able to adjust/change in the setup. A few details required me to ask for support, but otherwise very user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nikolaj R.

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

2017-10-11

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.

Pros

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Andrew S.

Perfect for consistent messaging

2019-05-24

Templafy works particularly well in managing corporate PowerPoint and company presentations so that all are 'on brand' and the messaging is consistent.

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

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Civil Engineering company, 5001-10000 employees)

Brilliant product

2019-04-03

Pros

Very user friendly and easy to use even with only little introduction

Cons

No problems whatsoever with the product

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more