Templafy - Document generation in Salesforce
Accelerate sales performance with faster document generation in Salesforce
Overview
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.
See How Templafy - Document generation in Salesforce Works
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.
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
Categories
- Business Needs
- Document Generation
- Personas
- ConsultantMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package