Templafy 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Templafy

4.2

(21)

Pricing

Pricing available upon request

About Templafy

Templafy is a fast-growing company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.
With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

Templafy Screenshots

Templafy Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Custom

Pricing available upon request

No plan information available

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Templafy Features

Popular features found in Brand Management
Approval Process Control
Artwork Management
Brand Tracking
Campaign Management
Change Management
Collaboration Tools
Content Management
Customizable Branding
Customizable Templates
Project Management
Workflow Management
More features of Templafy
Access Controls/Permissions
Activity Dashboard
Activity Tracking
AI Copilot
API
Archiving & Retention
Asset Categorization
Asset Library
Asset Sharing
Audit Trail
Auto Update
Batch Processing
Brand Guidelines
Campaign Specific Signature
Compliance Management
Compliance Tracking
Configurable Workflow
Content Library
Contract Drafting
Customizable Fields
Customizable Forms
Data Import/Export
Data Synchronization
Digital Asset Management
Document Automation
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Templates
Engagement Tracking
File Conversion
File Management
File Sharing
Forms Management
Full Text Search
Generative AI
Image Editing
Image Library
Image Recognition
Interaction Tracking
Metadata Extraction
Metadata Management
Mobile Access
Mobile App
Multi-Language
Multiple Format Support
Multiple Output Formats
Offline Access
Process/Workflow Automation
Real-Time Data
Reporting/Analytics
Reporting & Statistics
Reputation Management
Rights Management
Role-Based Permissions
Search/Filter
Secure Data Storage
Signature Creation
Signature Management
Signature Templates
Single Sign On
Tagging
Template Management
Templates
Third-Party Integrations
User Management
User Profiles
Version Control

Templafy Integrations

Dropbox Business

Microsoft Excel

Google Drive

Brandfolder

Microsoft Outlook

Okta

See all 35 integrations

Templafy User Reviews

Overall Rating

4.2

Ratings Breakdown

57%

29%

10%

Secondary Ratings

Ease of Use

4.1

Value for money

4.1

Customer support

4.1

Functionality

4.0

Otilde R.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used weekly for less than 12 months

Review source

Reviewed October 2024

Templafy: Standardize your designs easily

All in all, using Templafy, it is rather simple to keep a project coherent in terms of design, which is always a plus. With Templafy, the design work is greatly simplified, while brand compliance is maintained across the board. It’s easy to use and useful in that it reduces the amount of time spent on monotonous tasks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Dynamic content adapts to the user role and settings to get the desired layout and style. Real-time brand compliance checks: It is possible to guarantee that all designs are in brand identification instantly. Studies and proposals can be made; comments and direct records can also be made on the code document.

Cons:

An area of improvement could be integration with other commonly used design software and programming of easier to incorporate template generation controls. Lack of flexibility, where the company is able to design different aspects of the structure in a complicated manner.

Reasons for switching to Templafy

Changed from another template management product due to simplicity of use and durability of Templafy to manage brands. Templafy to eradicate repetitiveness and minimize the instances of producing templates by professionals while saving on time.

Gilberto L.

Verified reviewer

Banking

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed November 2024

Definitive solution for managing templates and content in the company

In short, Templafy is an innovative and effective solution for the management of templates and content in the company, since its focus on consistency and compliance with the brand, as well as its ability to improve efficiency in the creation of documents, have made it the best essential tool in the current business environment.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In the digital age we live in, efficiency at work is key to the success of any company. That is why tools like Templafy have become essential for the management of templates and corporate content. Templafy is a platform that allows organizations to centralize and control all their documents, ensuring consistency and brand compliance in all materials used.

Cons:

Everything that this excellent tool offers us seems very good to me, there is nothing that I do not like since it offers us a Centralization of templates and corporate content, Guarantee of consistency and compliance with the brand and Facilitates collaboration between teams

Vendor Response

Thank you so much for your thoughtful review! We're thrilled to hear that Templafy has become an essential tool for managing templates and corporate content in your company. It’s great to know that our focus on consistency, brand compliance, and team collaboration has helped streamline your workflows and enhance efficiency. Your feedback inspires us to keep improving and delivering solutions that make a meaningful difference. If you ever have any questions or suggestions, please feel free to reach out. Thanks again for being part of our Templafy community!

Replied November 2024

Rostislav Z.

Verified reviewer

Mechanical or Industrial Engineering

10000+ employees

Used daily for less than 6 months

Review source

Reviewed October 2022

Avoid this tool if possible

Ratings Breakdown

Ease of use

Functionality

Pros:

Should unify templates, documents, signatures across company. Yeah it does, but...

Cons:

Many issues with logging in and working with this tool. Templafy has compatibility issues with almost everything. Solidworks stopped working with Excel, Teams add-in stopped working in Outlook. There are days when Templafy is unable to connect at all. Had to manually remove this tool to be able to continue in my work...

Verified

Reviewer

Banking

1001-5000 employees

Used monthly for more than 2 years

Review source

Reviewed September 2025

Good product.

Ratings Breakdown

Ease of use

Functionality

Pros:

Love being able to set a few fields and have my email signature populate for me. It’s great having consistent signatures company wide.

Cons:

The restricted fields can be annoying as a use, and sometimes the outlook integration can be clunky and you need to open the desktop app to make changes.

Isaac A.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 12 months

Review source

Reviewed May 2025

“This product is 10/10”

Easy to use, my employees love it, and life changing when it comes to organizing documents!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Templafy helps my business grow. We are able to easily find documents, make templates, and get things signed in a timely order now with templafy!

Cons:

I honestly have no issues with templafy, and would recommend it to any business owner!

Frank C.

Verified reviewer

Pharmaceuticals

10000+ employees

Used monthly for less than 12 months

Review source

Reviewed May 2025

Simple to use

Overall, it is an easy-to-use software and serves its purpose. Would recommend the product for corporate use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very simple to use template software that is fully integrated into outlook to create email signatures.

Cons:

The interface can be slightly rigid, with fields that are sometimes mandatory even though not useful to include.

Ludmila V.

Verified reviewer

Electrical/ Electronic Manufacturing

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed April 2023

Templafy use

I am using for signature in Microsoft Outlook and in microsoft powerpoint as templates for slides

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

very easy add signature to email, you can choose from internal signature or if it is for external people, using quite nice templates

Cons:

a lot of problems with compatibility Microsoft Outlook, due to templafy I can´t make the online teams meetings

Verified

Reviewer

Computer Software

501-1000 employees

Used weekly for less than 2 years

Review source

Reviewed April 2019

Best software to manage your documents.

By sharing our internal documents with each other in the company, we are getting benefits.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

First of all it is very easy to use. User can dynamically update and share the documents with in the organisation. It can integrate with other softwares also like Microsoft office, office 365 and many more. It is very much secure so no need to worry about the data security. It has concurrency of documents means the data is on cloud and if a document is opened by two user so it will update the content from both. Any changes to the documents and templates will get reflected.

Cons:

I was not able to find any disadvantages right now but Pricing is bit high for small organisations.

Nikolaj R.

Verified reviewer

Management Consulting

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed October 2017

User freindly and easy acces to a variety of different templates.

Great product! On a corporate level it improves productivity and branding and compliance alignment and for me personally it makes it easier to find the materials I need and to spend time on the things that really matter. Give it a spin! Great service and a very friendly team behind it. It's one of those tools you didn't know existed until you heard of it and then you suddenly have a hard time working without it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very user friendly and easily manageable within Word. Updated templates and logoes on a daily basis. Very easy corporate roll-out

Cons:

Double authentication can be a bit annoying. When in a rush, it can be a bit annoying to wait for extra loading time, but not sure if it is because of Templafy of the internal software etc.

Henrik C.

Verified reviewer

Human Resources

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed June 2018

Easy way to get companywide control of your documents

We mainly use it for putting together contracts with predefined phrases and we can now make sure, that wording is not changed while we also can make sure that the look'n feel follows the guidelines.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once setup, the software is easy to use. It makes it very easy to standardize documents across the organization and to ensure, that contracts etc. are compliant to the rules and regulations set forth.

Cons:

So far I have not found something that I was not able to adjust/change in the setup. A few details required me to ask for support, but otherwise very user friendly.

Showing 1 - 10 of 21 Reviews

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