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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 3134 reference ratings
4.8/5.0 (3134)
  • Fall 2025 Market Leader Digital Asset Management Software
  • Fall 2025 Market Leader Document Automation Software

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63Testimonials

  • "Using Templafy has greatly increased the possibilities for our company content and led to much less off-brand material being created by employees.”

  • “Templafy has made our templates much more accessible and much easier to update. It has clearly become our source of truth—if it’s in Templafy, it’s correct.”

  • "Our local brand management departments now can edit corporate content directly and apply respective changes immediately – a facet our IT admins are particularly intrigued by as it takes everyday …

62 more testimonials currently locked

39 Case Studies

  • How the University of Southern Denmark facilitated content access and distribution

  • Leading Scandinavian Insurance Company - Customer Case Study

  • How ERM strengthens brand reputation with Templafy

38 more case studies currently locked

7 Customer Videos

  • Tietoevry - Customer Success Story (Marte Alvfalk - Senior Brand Manager)
  • ERM - Customer Success Story (Sarah Middleton - Brand & Marketing Communications Director)
  • LRW - Customer Success Story (Lori Collins-Jarvis - VP of Sales Enablement)
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.