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Templafy - Document generation in Salesforce
Accelerate sales performance with faster document generation in Salesforce
- Business Need
- Document Generation
- Requires
- Sales CloudService 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.
Highlights
Instant Access: Templafy is embedded within Salesforce, enabling sellers to initiate their document generation journey by accessing up-to-date and complaint content directly in Salesforce.
Work faster, leveraging your data: Templafy integrates across your tech stack allowing you to automate document generation by leveraging data and content stored in Salesforce and other data repositories.
Enjoy flexibility & collaborate seamlessly: Unlike other document generation/CPQ solutions, Templafy allows end-users to easily edit and modify documents and send them off to their preferred app destination for storing, collaborating, or signing.
Provider Details
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.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
This application requires an existing Templafy enterprise platform license. For new customers the platform fee is included in the per user price of 20 USD/Month. For existing customers, please contact your account manager for detailed pricing.
Default Plan
$20 USD/user/month