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Templafy One Help center
Admins
Managing content and company data
Manage company data

Manage company data

What is a form?
What is a data source
How to edit company data in the web editor
How to edit company data using MS Excel

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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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