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Templafy One Help center
SuperAdmins
Dynamics
Dynamics for Partners

Dynamics for Partners

What is a dynamic form?
Dynamics for header and footer in Spreadsheets (Excel)
Built templates (old school)
Dynamic Text Elements

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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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