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Templafy

Document generation & management software.

Table of Contents

Templafy - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: September 2025

Templafy overview

What is Templafy?

Templafy is a fast-growing company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.

With Templafy, businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

Key benefits of using Templafy

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.

Starting price

Alternatives

with better value for money

Templafy’s user interface

Ease of use rating:

4.2

(21)

Templafy reviews

Overall rating

4.2

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.32/10

Rating distribution

Pros

“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.”

Jeppe H.

CEO

“Very strong integrations to Microsoft Office and other office applicationd. Powefull enablement of company assets and great employee productivity booster.”

Chris S.

Director

“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.”

Verified reviewer

Anonymity request

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.”

Nikolaj R.

Auditor

“A lot of problems with compatibility Microsoft Outlook, due to templafy I can´t make the online teams meetings.”

Ludmila V.

project manager

“There are no defects in this product. But the price is a little high for some companies in the beginning of their way.”

Amir m.

Chef

Who uses Templafy?

Based on 21 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Computer Software

Banking

Civil Engineering

Information Technology and Services

Others

Use cases

Email Signature

Document Generation

Document Management

Brand Management

Content Management

Templafy's key features

Most critical features, based on insights from Templafy users:

Signature creation

3.8

(6)

Signature management

3.8

(5)

Document storage

4.0

(2)

Templates

3.7

(3)

Auto update

4.0

(4)

Signature templates

4.7

(3)

All Templafy features

Features rating:

4.1

(21)

Customizable templates

3.7

(3)

Multiple output formats

5.0

(1)

Customizable branding

4.0

(2)

Document generation

3.0

(2)

Campaign specific signature

4.5

(2)

Interaction tracking

5.0

(1)

Batch processing

5.0

(1)

Secure data storage

4.0

(2)

Single sign on

4.0

(1)

Full text search

4.5

(2)

Electronic signature

4.0

(1)

File sharing

4.0

(1)

Content management

3.5

(2)

Process/Workflow automation

5.0

(1)

Collaboration tools

5.0

(1)

Document management

4.0

(2)

Generative ai

(0)

Metadata extraction

(0)

Metadata management

(0)

Mobile access

(0)

Image editing

(0)

Mobile app

(0)

Image library

4.0

(2)

Forms management

(0)

Multi-Language

(0)

Image recognition

(0)

Multiple format support

(0)

Offline access

(0)

Real-Time data

(0)

Reporting & statistics

(0)

Reporting/Analytics

4.0

(1)

Reputation management

(0)

Rights management

(0)

Role-Based permissions

(0)

Search/Filter

(0)

Tagging

(0)

Template management

(0)

Third-Party integrations

(0)

User management

(0)

User profiles

(0)

Version control

(0)

Workflow management

4.0

(1)

File management

(0)

Configurable workflow

(0)

Compliance tracking

(0)

Compliance management

4.0

(1)

Change management

(0)

Campaign management

(0)

Brand guidelines

(0)

Audit trail

(0)

Asset sharing

(0)

Asset library

(0)

Asset categorization

(0)

Archiving & retention

(0)

API

(0)

AI copilot

(0)

Activity tracking

(0)

Activity dashboard

(0)

Access controls/permissions

4.0

(1)

File conversion

(0)

Engagement tracking

(0)

Email templates

(0)

Email management

(0)

Drag & drop

4.0

(1)

Document templates

(0)

Document review

(0)

Document classification

(0)

Document automation

(0)

Digital asset management

(0)

Data synchronization

(0)

Data import/export

(0)

Customizable forms

(0)

Customizable fields

(0)

Contract drafting

(0)

Content library

(0)

Templafy alternatives

Templafy

4.2

(21)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.1

Features

4.1

Value for Money

4.1

Customer Support

4.1

Wrike

4.4

(2.8K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.2

Customer Support

4.3

Frontify

4.8

(81)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.8

Features

4.5

Value for Money

4.6

Customer Support

4.8

monday.com

4.6

(5.6K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

Templafy integrations (42)

Integrations rated by users

We looked at 21 user reviews to identify which products are mentioned as Templafy integrations and how users feel about them.

Microsoft Outlook

Integration rating: 3.3 (4)

Microsoft Excel

Integration rating: 1.0 (1)

Microsoft PowerPoint

Integration rating: 5.0 (1)

Microsoft 365

Integration rating: 1.0 (1)

Microsoft SharePoint

Integration rating: 4.0 (1)

Templafy support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Phone Support

Email/Help Desk

Chat

FAQs/Forum

Knowledge Base

Training options

Videos

Webinars

Live Online

In Person

Documentation

Templafy FAQs

Q. Who are the typical users of Templafy?

Templafy has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations

These products have better value for money

Q. What languages does Templafy support?

Templafy supports the following languages:
Danish, English, Spanish

Q. Does Templafy support mobile devices?

Templafy supports the following devices:
Android, iPad, iPhone

Q. Does Templafy offer an API?

Yes, Templafy has an API available for use.

Q. What other apps does Templafy integrate with?

Templafy integrates with the following applications:
Microsoft SharePoint, QBank, AFAS Software, Lytho Digital Asset Management, Microsoft Outlook, Dropbox Business, Kadanza, Aprimo Digital Asset Management, Microsoft PowerPoint, Microsoft Azure, Deltek ConceptShare, Brandworkz, Workzone, Imageshop, Google Workspace, Highspot, Google Drive, Brandfolder, Data Dwell Digital Asset Management, M-Files, Frontify, Salesforce Sales Cloud, OpenAsset, Okta, Google Contacts, Microsoft 365, Azure DevOps Server, Papirfly, ChatGPT, Bynder, iManage Share, Kontainer, Canto, FotoWare DAM, Microsoft Word, Adobe Creative Cloud, Microsoft Excel

Q. What level of support does Templafy offer?

Templafy offers the following support options:
Phone Support, Email/Help Desk, Chat, FAQs/Forum, Knowledge Base