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Templafy - Document generation in Salesforce

By Templafy

Accelerate sales performance with faster document generation in Salesforce

Starting at $20   USD/user/month

Discounts available for nonprofits

Business Need
Document Generation
Requires
Sales Cloud
Service Cloud

Templafy accelerates business performance by enabling users to build their documents within Salesforce, leverage data from any data source to automate the compilation of any document, and send documents to the next digital workspace seamlessly.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Templafy/ver 1.x 1.21.0
Listed On
06/10/2021
Latest Release
06/04/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
Dutch
English
French
German
Danish
Italian
Portuguese
Spanish
Swedish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.15.13
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/09/2021

Additional Details

Templafy’s document generation platform enables client-facing teams to automate the compilation of documents directly from Salesforce. With Templafy, you can ensure that all documents are on-brand and compliant with minimal effort from sellers. The platform is SOC 3 and ISO 27001 certified which makes it ideal for large enterprises. Templafy supports businesses in generating more revenue, saving time, and reducing risk by eliminating manual document work, automating the injection of compliant content and data, and enhancing the overall quality of the document outputs. With Templafy you can: Generate any document: ✓ Pitch decks ✓ Engagement letters ✓ RFP & RFI responses ✓ Proposals ✓ Contracts ✓ Quotes ✓ Reports & charts ✓ And more! In the following formats: ✓ PowerPoint ✓ Word ✓ Excel ✓ PDF ✓ Email Once finalized, save that document in: ✓ Salesforce ✓ SharePoint ✓ DMS systems ✓ E-sign solutions ✓ Any other repository! Extend efficiency with: ✓ OOTB integrations with various databases and apps ✓ Document Generation API that can create documents with any trigger ✓ Bulk document creation features ✓ Centrally governed AI with dynamic prompting that can be used for RFP Automation

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Templafy

USA

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