Templafy
Document generation in Salesforce
By TemplafyDocument Generation
- Rating
- 5.0
- Reviews
- 8
- Pricing
- Paid
- From $20 per user per month
- Listed since
- 2021
About Templafy
Accelerate sales performance with faster document generation in Salesforce
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
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.
Screenshots
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Pricing
Paid, from $20 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $20 per user | Monthly |
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.
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 9, 2021
- Languages
- Dutch
- English
- French
- German
- Danish
- Italian
- Portuguese
- Spanish
- Swedish
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