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Templafy

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Read 63 Templafy reviews and testimonials from customers, explore 39 case studies and customer success stories, and watch 7 customer videos to see why companies chose Templafy as their Document Automation

Templafy is a fast-growing B2B Software-as-a-Service 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.

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  • 63 Testimonials View
  • 39 Case Studies View
  • 7 Customer Videos View
Customer Rating Review Score based on 3095 reference ratings
4.8/5.0 (3095)
  • Fall 2025 Market Leader Digital Asset Management Software
  • Fall 2025 Market Leader Document Automation Software

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63Testimonials

  • "Our administration support on templates, documents and presentations is now easier – with Templafy, we can quickly check and correct content, and then instantly make everything available to our users."

  • “Templafy saves us two business days per document. We’re saving over 13,000 work hours each year across teams. That’s about 550 working days. That’s huge.”

  • "Templafy has freed up our sales team to do more live presentations, which has a direct impact on our win rate."

62 more testimonials currently locked

39 Case Studies

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7 Customer Videos

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Additional Templafy Information & Resources

Read Templafy Reviews, Testimonials & Customer References from 63 real Templafy customers.

Browse Templafy Case Studies, Customer Success Stories, & Customer References from 39 businesses that use Templafy.

Watch Templafy Customer Videos to learn why 7 businesses chose Templafy.