🗂️ Navigation

Templafy

The content enablement platform that aligns workforces and enables them to create on-brand, high-performing business content faster.

Visit Website →

Overview

Templafy is a content enablement platform that connects content from various company systems (like DAMs and CRMs) directly within the applications employees use every day, such as Microsoft Office and Google Workspace. It ensures that every document, presentation, or email created is on-brand, legally compliant, and personalized. Templafy helps large organizations maintain brand and legal consistency at scale.

✨ Key Features

  • Template Management
  • Document Automation
  • Email Signature Management
  • Asset Library
  • Content Analytics
  • Deep integration with Microsoft 365 & Google Workspace

🎯 Key Differentiators

  • Deep, native integration within Microsoft 365 and Google Workspace
  • Focus on document creation and compliance, not just asset storage
  • Enterprise-grade security and scalability

Unique Value: Templafy connects content to users where they work, ensuring every piece of business content created is on-brand, compliant, and high-performing.

🎯 Use Cases (4)

Ensuring brand consistency in all business documents Automating the creation of proposals, contracts, and reports Managing company-wide email signatures Streamlining access to compliant and up-to-date content

✅ Best For

  • Deploying on-brand templates and assets directly within PowerPoint and Word for global teams.
  • Automating the insertion of correct legal disclaimers in documents and emails.
  • Connecting sales teams with the latest collateral directly inside their CRM.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small businesses without a strong need for document compliance.
  • Teams looking for a primary digital asset management or creative design tool.

🏆 Alternatives

Marq PandaDoc Qvidian

Unlike DAMs that are a destination for assets, Templafy brings the assets and templates directly into the user's workflow within Office applications.

💻 Platforms

Web Desktop (via Office Add-ins) API

✅ Offline Mode Available

🔌 Integrations

Microsoft 365 (Word, PowerPoint, Excel, Outlook) Google Workspace (Docs, Slides, Sheets) Salesforce Bynder Brandfolder SharePoint

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001 ✓ GDPR ✓ Microsoft 365 Certified

💰 Pricing

Contact for pricing
Visit Templafy Website →