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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 3085 reference ratings
4.8/5.0 (3085)
  • Fall 2025 Market Leader Digital Asset Management Software
  • Fall 2025 Market Leader Document Automation Software

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63Testimonials

  • “EG’s Marketing Department has made over 200 presentations for different products and services, as well as slides for various events, seminars and meetings. With Templafy as a centralized place to …

  • "It just works. We used to have problems with formatting, and now everyone has their email signatures in the right format. It’s really easy for people to adhere to our …

  • “Templafy has completely transformed how we create quotations. The process is faster, and all department-specific details are automatically included, which reduces risks and ensures accuracy.”

62 more testimonials currently locked

39 Case Studies

  • How document automation saved BDO Canada $1.65 million in one year

  • How brand compliance supports Milestone Systems’ global expansion

  • MT Højgaard - Customer Case Study

38 more case studies currently locked

7 Customer Videos

6 more videos currently locked

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.