Templafy - Document generation in Salesforce

Empower Your Sales Team, Empower Your Buyer!!!

Highly recommend! Great platform for sales, marketing, and business groups that need to generate proposals and quotes frequently from Salesforce. Templafy empowers employees to create sales documents with up-to-date information. Users can access Templafy directly from Salesforce, embedding Templafy into the natural workflow of the employees.

Templafy rocks!

Really love Templafy! The platform enables users to create high-performing documents, presentations, contracts and quotes faster within the Salesforce ecosystem.

Streamlines productivity & saves times!

We highly recommend Templafy to large organizations looking to empower sales reps and employees to generate contracts and quotes directly from Salesforce. Templafy ensures that the correct data is inserted from Salesforce. It also saves employees time and boosts productivity for sales teams and business groups.

Maintain your Brand!!

The Templafy platform is perfect for document-heavy teams and organizations that are spending a lot of time creating, formatting, and submitting proposals, quotes, and contracts. The platform makes it very easy to compile sales quotes, proposals, and pitches directly from Salesforce.

Brand consistency across all your documents with Templafy

Templafy is great at aligning large organizations and enabling users to create sales documents directly within Salesforce. Templafy also integrates with other DMS, DAM, and ERP solutions that enterprises already use driving added value and ease of use within your companies tech stack. Would highly recommend it!

Superb platform to increase efficiency in document generation directly integrated with Salesforce

Templafy empowers large organizations to automate sales documents and presentations. It boosts productivity for sales reps, ensures that the right data is inserted from Salesforce, and allows users to save documents and sales quotes directly back to Salesforce. Great and simple integration and up-and-running in no time.

Less document anarchy - more content harmony!

Templafy is great for organisations with a keen focus on brand governance, managing document templates across an Enterprise and automating the creation of documents. Templafy can integrate well into an corporate Salesforce environment.

Ideal for document generation in Sales teams

The platform is truly helpful for any document-heavy team that works with the Salesforce Sales Cloud. We like that the platform understands who the end-user is and only surfaces the approved and relevant content for that user. The document generation is seamless and can leverage all the relevant data from Salesforce to easily generate pitch decks, quotes, contracts, NDAs, and whatever else is needed in my sales process. What’s great is that you can also edit the documents and also have all approved content (images, icons, text elements, etc.) available directly inside Word / PPT, etc. Additionally, the document workflow can be started from any other application and then be delivered directly to the appropriate salesforce account or opportunity.