Templafy

Name: Templafy
Brand: Templafy

Enterprise document generation platform combining brand templates with AI document agents.

softwareDocument Managementdocument-generationbrand-complianceenterprise-templates

What is Templafy?

Templafy is a document generation platform used by enterprises to create business documents that stay on-brand and compliant automatically. Its AI document agents learn a company's brand, knowledge, and business data, then generate documents natively inside Microsoft Office, Google Workspace, and Salesforce.

SpecificationsAI-estimated

deploymentCloud/SaaS

open source❌ No

api available✅ Yes

support optionsDemo, dedicated onboarding

key integrationsMicrosoft Office, Google Workspace, Salesforce, ChatGPT, Claude, Copilot, Gemini

Key Features of Templafy

Document agents learn a company's brand, knowledge base, and business data to generate on-brand documents automatically.

Native integration with Microsoft Office, Google Workspace, and Salesforce lets users generate documents where they already work.

Model Context Protocol (MCP) support connects Templafy to ChatGPT, Claude, Copilot, and Gemini.

Rules-based automation combines with generative AI to keep documents compliant with brand and legal standards.

Enterprise integrations pull data from CRM and ERP systems directly into generated documents.

Template and brand guideline automation keeps sales, marketing, and finance documents consistent across an organization.

Use Cases for Templafy

Sales proposal generation

Sales teams generate branded, compliant proposals directly inside their CRM or Office apps.

Professional services deliverables

Consulting firms use Templafy to standardize client-facing document formatting across teams.

Financial services compliance

Financial firms use rules-based automation to keep client documents compliant with regulations.

Global brand consistency

Marketing teams manage brand guideline automation across templates used company-wide.

Pros & Cons of Templafy

Pros

Deep native integration across Office, Google Workspace, and Salesforce
AI document agents reduce manual formatting and brand-compliance checks
Used by large professional services firms like KPMG, BDO, and PwC
MCP support connects to major AI assistants

Cons

Pricing is not published and requires a demo request
Primarily built for large enterprises rather than small teams
Value depends on investing time in brand and template setup

Frequently Asked Questions

What does Templafy do?

Templafy generates and manages business documents that stay compliant with a company's brand and templates.

Does Templafy work with AI assistants?

Yes, Templafy supports Model Context Protocol integration with ChatGPT, Claude, Copilot, and Gemini.

Where does Templafy work?

Templafy is available inside Microsoft Office, Google Workspace, and Salesforce.

Who uses Templafy?

Templafy is used by large enterprises and professional services firms including KPMG, BDO, and PwC.

Pricing Overview

View full pricing →

Contact for Pricing

Detailed plans are not listed. Visit the official website for pricing information.

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