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Templafy One Help center
End-users
Getting started with Templafy
General information

General information

What is the Templafy add-in?
What is a dynamic template?
What is a static template?
How the search function works?
How Templafy works in Offline mode

Contact info@templafy.com

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.

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