Template Management

With Templafy, you gain full control of all company templates through a platform that is integrated directly into Microsoft Office.
You can manage and share all your company templates with Templafy and create professional, on-brand documents faster.
Templafy integrates with the office suites used by companies every day, to automate brand compliance and streamline how users create or edit files.
See how it works.

 

 

Templafy features


Personalized Business Templates

Consistent communication

Create professional, on-brand documents faster

template device

Save time, achieve more

 

Templafy is where you need it. Templates, images and texts are always at your fingertips.

Brand

Reclaim control of your brand

Implement new templates and updates easily without involving IT.

template platform

Any office platform

 

Use in traditional Office, Office 365 (Word-, Excel- and PowerPoint online),
Google og Apple.

enterprise templates

Suitable for all businesses

Choose the Templafy solution with high security and speed that suits your business.

Integration & API

Integration & API

 

SSO and AD integration with the existing
IT infrastructure. Open APIs for data and connections.

template device

Work from anywhere

Access all the necessary company content at any time, whether from your office desktop or remotely on your tablet, thanks to device compatibility and cloud technology.

Superior User Experience

Available and easy interface

Works where your users are and where they work. Templafy easy to manage and ensures increased productivity.

Straightforward pricing and a plan for all business types
Prices on this page are indicative. Quote is provided upon request.

 

Essential

Typically for small companies

2.299 dkr. Monthly

Essential

2.299 dkr.
  • + 22 dkr. user/month
  • + development and configuration of templates

Create professional, on-brand documents faster and improve company workflows with our core features and tools.

Office template distribution

Enjoy unrestricted access to all company templates, whether working from your phone or office desktop.

Digital Asset Management (DAM)

Easily find and access brand assets like logos, images and videos from within your office software.

Office & Office 365 integration

Continue working in MS Office or your preferred office platform when creating files – but with far superior results.

Optional DAM & CRM integrations

Speak to our Sales Reps about the existing Digital Asset Management and Customer Relationship Management systems you’d like integrated with Templafy.

Single Sign-On

Increase the security of your account and reduce the number of passwords you need to remember.

 

 

Online support

Success center

Cloud storage

2 GB

Number of unique tenants

1

Number of admin licenses

1

Template management

checkmark

Office template distribution

Enjoy unrestricted access to all company templates – right within your preferred office suite – whether working from your phone or office desktop, and publish updates company-wide instantly.

Not everyone likes learning new technologies, even the ones that make life markedly easier. So we built Templafy to work in the office applications you’re already using. Whether that’s Microsoft Office, LibreOffice, Apple iWork, Google Drive, etc. etc., Templafy shows up as a task pane within these applications. You can also work directly from the Templafy app, ensuring you have the same level of access no matter where you are or which device you’re using.

On the management side, Templafy enables updates to be rolled-out to users instantly – to the whole company or specific users and teams only – for changes of any scale. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

checkmark

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

checkmark

Dynamic text creation

 

Dynamic template management

Automatically personalize business documents for every user, put an end to manual updates, and store all your templates and best practice content in one place for easy access.

What makes a template dynamic? Office templates are born static, while dynamic templates insert data automatically when a user opens a new file or edits an old one. Elements like personal data, company branding, and department-specific or location-specific info appears automatically when a document is created. Automating these processes saves people a lot of time and hassle, and helps them be compliant by default.

What makes a template management system dynamic? Change is constant in business, so even organisations with a good data structure to support their templates will regularly find that data outdated. A dynamic template management system like Templafy makes it easy to address change and roll out updates to the whole company instantly. Everything is handled through the intuitive Templafy interface and available online. The need for IT involvement is removed, and all templates, documents and content assets are accessible locally or through the cloud.

 

Dynamic document builder

Save time when creating or editing files and eliminate manual and repetitive work with task panes that feed you best practice and regularly used content.

The pace of business is fast, so people need help to get the most out of their workday. Templafy’s task panes give users quick and easy access to everything they need to work smart – all the best practice content the company has already created, text snippets that have proven to be effective, and the images, videos, slides and templates to make their work more dynamic, all right within the office applications they’re already using.

Best practice templates and prefigured design solutions guide users to create professional work with impact, without the need for digital or design skills. While integrated task panes make everything available from one place. With Templafy, employees are helped to produce better work faster, and with less hassle.

Companies and teams that are ‘document heavy’, like HR and Legal, can especially reduce the time spent creating files, with ‘drag and drop’ text elements eliminating the need for slow and repetitive tasks.

 

Management of user content

 

Content access management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Secure compliance even further by filtering access to templates and content according to user profiles. Employees will only see and have access to content that’s relevant for them, reducing the risk of incorrect templates and elements being used, and saving users time when searching through the system.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

 

Document compliance management

 

Document compliance management

Secure visual and legal compliance in all company content with the help of the BrandChecker, and access to only up-to-date templates.

It usually takes longer to produce great work – an on-brand presentation or a compliant contract – if you need to check you’re following guidelines as you go. Templafy flips that reality. Our system helps you create professional and compliant documents faster by automating compliance.

Create a new file or open an old one to edit the same way as always – our document content management system ensures that you are automatically following the guidelines. Templafy only shows you current and on-brand content, with any updates instantly available to you. If old files you’ve opened from your desktop contain any outdated elements, you’ll get an alert from the BrandChecker to change what’s incorrect, easily getting you back on track. You can also use the BrandChecker to quickly assess and correct your work as you go, so you never need to second guess if the fonts, colors and other elements you’re using are on-brand.

 

Add-ins & integrations

checkmark

Microsoft Office

checkmark

SharePoint Online

checkmark

OneDrive for Business

checkmark

Google Drive

checkmark

Dropbox

checkmark

Box

checkmark

Administration website

Massively reduce time spent maintaining and updating content and remove the need for IT involvement in template changes.

Templafy is maintained and administered in one simple, intuitive web interface, requiring only the most basic technical skills and knowledge to manage templates and corporate assets. IT support is no longer needed every time a content update is required, freeing up their time for more complex tasks.

Changes of any scale are centrally managed and rolled out company-wide, or to specific users only, instantly. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

checkmark

User role management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Determine who should have access to which content by filtering access to templates and assets according to user profiles. IT teams don’t need to manage users, and any user can be assigned admin permissions once they gain access by an existing admin. Meanwhile, employees will only see and have access to content that’s relevant for them, reducing the risk of confidential or sensitive information being shared, while saving users time.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

 

Single Sign-On

Authenticate users via your preferred service for increased security and decreased IT workload. Single Sign-On (SSO) prevents unauthorized access to your company content and reduces the number of passwords users need to remember. Read more about authentication and user federation here. Templafy supports most authentication services, including:

 

AzureAD

ADFS (WS-Federation/SAML2)

Open ID Connect

 

Læs mere på vores support site.

AzureAD

Regional Azure data center

Choose to store your data in your preferred region for improved performance and maximum security.

Keep your data close or choose to have it stored in a specific data center, for better performance and better access. Templafy servers are hosted in multiple continents to provide our customers with greater flexibility.

Read more about regional data center options here.

 

Usage monitoring

 

Dashboard reports

 

Optional integrations

checkmark

Enterprise Content Management (ECM) system

 

With an integration between your ECM system and Templafy you will achieve a better utilisation of your ECM system, simplifying your employees’ administrative work and ensuring error-free communication.

Among other things, we can implement a solution that allows your staff to access Office templates directly from your ECM system and populate documents with information such as the title, date, case ID, sender, recipient, etc. Additionally, we make sure that the user’s personal details (department, name, e-mail, etc.) are inserted into the document. The solution also allows users to insert standard text passages into the document, while ensuring that the document remains in accordance with your organisation’s visual identity.

We enjoy a close collaboration with all leading ECM providers including KMD WorkZone, Tieto (Public 360) and cBrain (F2), and we have implemented more than 30 solutions for clients including the Capital Region of Denmark, Ministry of Culture, Ministry of Environment and Food and the North Denmark Region.

 

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

745 dkr./month

Microsoft CRM

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

7,5 dkr. per user/month

Salesforce

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

7,5 dkr. per user/month

Optional add-ons

checkmark

Dynamic email signature for Outlook

Templafy’s Email Signature Manager
Harness the power of on-brand, up-to-date and legally compliant email signatures across your organization in Microsoft Outlook and Office 365.

Our solution at a glance:
– All emails stay on-brand and contain your relevant legal disclaimers
– Employee contact information is kept up-to-date
– Easy to use, cloud-based administration and updates
– Works across brands, regions and languages
– Multiple user profiles per user
– Marketing campaign control

7,5 dkr. per user/month

BrandChecker for PowerPoint

7,5 dkr. per user/month

Templafy Office template and content pack

checkmark

Basic Support

checkmark

Support center

checkmark

Online Support

checkmark

Extended Support

 

Phone support

 

24/7 support

 

Success center

checkmark

Professional

Typically for mid-sized companies

5.999 dkr. Monthly

Professional

5.999 dkr.
  • + 15 dkr. per user/month
  • + development and configuration of templates

Streamline how templates and documents are handled in the company and control brand and legal compliance with our advanced options.

Everything in Essential, plus…

Dynamic template management

Automate outdated and slow processes with dynamic templates that personalize documents for every user and improve how content is created and managed.

Dynamic document builder

Save time when creating or editing files and eliminate manual and repetitive work with task panes that feed you best practice and regularly used content.

Content access management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Optional regional data center

Choose to store your data in your preferred region for improved performance and maximum security.

Optional ECM and CRM integrations

Integrate your ECM and CRM systems with Templafy and make them even better.

 

Phone support

Success center

Cloud storage

5 GB

Number of unique tenants

1

Number of admin licenses

5

Template management

checkmark

Office template distribution

Enjoy unrestricted access to all company templates – right within your preferred office suite – whether working from your phone or office desktop, and publish updates company-wide instantly.

Not everyone likes learning new technologies, even the ones that make life markedly easier. So we built Templafy to work in the office applications you’re already using. Whether that’s Microsoft Office, LibreOffice, Apple iWork, Google Drive, etc. etc., Templafy shows up as a task pane within these applications. You can also work directly from the Templafy app, ensuring you have the same level of access no matter where you are or which device you’re using.

On the management side, Templafy enables updates to be rolled-out to users instantly – to the whole company or specific users and teams only – for changes of any scale. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

checkmark

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

checkmark

Dynamic text creation

checkmark

Dynamic template management

Automatically personalize business documents for every user, put an end to manual updates, and store all your templates and best practice content in one place for easy access.

What makes a template dynamic? Office templates are born static, while dynamic templates insert data automatically when a user opens a new file or edits an old one. Elements like personal data, company branding, and department-specific or location-specific info appears automatically when a document is created. Automating these processes saves people a lot of time and hassle, and helps them be compliant by default.

What makes a template management system dynamic? Change is constant in business, so even organisations with a good data structure to support their templates will regularly find that data outdated. A dynamic template management system like Templafy makes it easy to address change and roll out updates to the whole company instantly. Everything is handled through the intuitive Templafy interface and available online. The need for IT involvement is removed, and all templates, documents and content assets are accessible locally or through the cloud.

checkmark

Dynamic document builder

Save time when creating or editing files and eliminate manual and repetitive work with task panes that feed you best practice and regularly used content.

The pace of business is fast, so people need help to get the most out of their workday. Templafy’s task panes give users quick and easy access to everything they need to work smart – all the best practice content the company has already created, text snippets that have proven to be effective, and the images, videos, slides and templates to make their work more dynamic, all right within the office applications they’re already using.

Best practice templates and prefigured design solutions guide users to create professional work with impact, without the need for digital or design skills. While integrated task panes make everything available from one place. With Templafy, employees are helped to produce better work faster, and with less hassle.

Companies and teams that are ‘document heavy’, like HR and Legal, can especially reduce the time spent creating files, with ‘drag and drop’ text elements eliminating the need for slow and repetitive tasks.

checkmark

Management of user content

checkmark

Content access management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Secure compliance even further by filtering access to templates and content according to user profiles. Employees will only see and have access to content that’s relevant for them, reducing the risk of incorrect templates and elements being used, and saving users time when searching through the system.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

checkmark

Document compliance management

 

Document compliance management

Secure visual and legal compliance in all company content with the help of the BrandChecker, and access to only up-to-date templates.

It usually takes longer to produce great work – an on-brand presentation or a compliant contract – if you need to check you’re following guidelines as you go. Templafy flips that reality. Our system helps you create professional and compliant documents faster by automating compliance.

Create a new file or open an old one to edit the same way as always – our document content management system ensures that you are automatically following the guidelines. Templafy only shows you current and on-brand content, with any updates instantly available to you. If old files you’ve opened from your desktop contain any outdated elements, you’ll get an alert from the BrandChecker to change what’s incorrect, easily getting you back on track. You can also use the BrandChecker to quickly assess and correct your work as you go, so you never need to second guess if the fonts, colors and other elements you’re using are on-brand.

 

Add-ins & integrations

checkmark

Microsoft Office

checkmark

SharePoint Online

checkmark

OneDrive for Business

checkmark

Google Drive

checkmark

Dropbox

checkmark

Box

checkmark

Administration website

Massively reduce time spent maintaining and updating content and remove the need for IT involvement in template changes.

Templafy is maintained and administered in one simple, intuitive web interface, requiring only the most basic technical skills and knowledge to manage templates and corporate assets. IT support is no longer needed every time a content update is required, freeing up their time for more complex tasks.

Changes of any scale are centrally managed and rolled out company-wide, or to specific users only, instantly. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

checkmark

User role management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Determine who should have access to which content by filtering access to templates and assets according to user profiles. IT teams don’t need to manage users, and any user can be assigned admin permissions once they gain access by an existing admin. Meanwhile, employees will only see and have access to content that’s relevant for them, reducing the risk of confidential or sensitive information being shared, while saving users time.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

checkmark

Single Sign-On

Authenticate users via your preferred service for increased security and decreased IT workload. Single Sign-On (SSO) prevents unauthorized access to your company content and reduces the number of passwords users need to remember. Read more about authentication and user federation here. Templafy supports most authentication services, including:

 

AzureAD

ADFS (WS-Federation/SAML2)

Open ID Connect

 

Læs mere på vores support site.

AzureAD, ADFS
Open ID Connect

Regional Azure data center

Choose to store your data in your preferred region for improved performance and maximum security.

Keep your data close or choose to have it stored in a specific data center, for better performance and better access. Templafy servers are hosted in multiple continents to provide our customers with greater flexibility.

Read more about regional data center options here.

7.500 dkr./month

Usage monitoring

checkmark

Dashboard reports

 

Optional integrations

checkmark

Enterprise Content Management (ECM) system

 

With an integration between your ECM system and Templafy you will achieve a better utilisation of your ECM system, simplifying your employees’ administrative work and ensuring error-free communication.

Among other things, we can implement a solution that allows your staff to access Office templates directly from your ECM system and populate documents with information such as the title, date, case ID, sender, recipient, etc. Additionally, we make sure that the user’s personal details (department, name, e-mail, etc.) are inserted into the document. The solution also allows users to insert standard text passages into the document, while ensuring that the document remains in accordance with your organisation’s visual identity.

We enjoy a close collaboration with all leading ECM providers including KMD WorkZone, Tieto (Public 360) and cBrain (F2), and we have implemented more than 30 solutions for clients including the Capital Region of Denmark, Ministry of Culture, Ministry of Environment and Food and the North Denmark Region.

1490 dkr./month

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

745 dkr./month

Microsoft CRM

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

4 dkr. per user/month

Salesforce

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

4 dkr. per user/month

Optional add-ons

checkmark

Dynamic email signature for Outlook

Templafy’s Email Signature Manager
Harness the power of on-brand, up-to-date and legally compliant email signatures across your organization in Microsoft Outlook and Office 365.

Our solution at a glance:
– All emails stay on-brand and contain your relevant legal disclaimers
– Employee contact information is kept up-to-date
– Easy to use, cloud-based administration and updates
– Works across brands, regions and languages
– Multiple user profiles per user
– Marketing campaign control

4 dkr. per user/month

BrandChecker for PowerPoint

4 dkr. per user/month

Templafy Office template and content pack

checkmark

Basic Support

checkmark

Support center

checkmark

Online Support

checkmark

Extended Support

checkmark

Phone support

checkmark

24/7 support

 

Success center

checkmark

Enterprise

Typically for larger organizations

22.499 dkr. Monthly

Enterprise

22.499 dkr.
  • + max 7,5 dkr. per user/month
  • + development and configuration of templates

Secure document compliance and protect your brand identity with our scalable enterprise-level features, integrations and security controls.

Everything in Professional, plus…

Document compliance management

Secure visual and legal compliance in all company content with instant, company-wide updates and the BrandChecker.

Regional data center included

Choose to store your data in your preferred region for improved performance and maximum security.

Multiple federation options

Strengthen security around your organization with leading end-user authentication methods.

CRM and DAM integrations included

Bring your existing Customer Relationship Management and Digital Asset Management software inside Office, allowing users to create quotes and other business content faster.

Optional ECM system integration

Integrate your ECM system with Templafy and get the most out of both systems.

 

24/7 support & guaranteed SLA

Success center

Cloud storage

50 GB

Number of unique tenants

Up to 10

Number of admin licenses

Unlimited

Template management

checkmark

Office template distribution

Enjoy unrestricted access to all company templates – right within your preferred office suite – whether working from your phone or office desktop, and publish updates company-wide instantly.

Not everyone likes learning new technologies, even the ones that make life markedly easier. So we built Templafy to work in the office applications you’re already using. Whether that’s Microsoft Office, LibreOffice, Apple iWork, Google Drive, etc. etc., Templafy shows up as a task pane within these applications. You can also work directly from the Templafy app, ensuring you have the same level of access no matter where you are or which device you’re using.

On the management side, Templafy enables updates to be rolled-out to users instantly – to the whole company or specific users and teams only – for changes of any scale. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

checkmark

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

checkmark

Dynamic text creation

checkmark

Dynamic template management

Automatically personalize business documents for every user, put an end to manual updates, and store all your templates and best practice content in one place for easy access.

What makes a template dynamic? Office templates are born static, while dynamic templates insert data automatically when a user opens a new file or edits an old one. Elements like personal data, company branding, and department-specific or location-specific info appears automatically when a document is created. Automating these processes saves people a lot of time and hassle, and helps them be compliant by default.

What makes a template management system dynamic? Change is constant in business, so even organisations with a good data structure to support their templates will regularly find that data outdated. A dynamic template management system like Templafy makes it easy to address change and roll out updates to the whole company instantly. Everything is handled through the intuitive Templafy interface and available online. The need for IT involvement is removed, and all templates, documents and content assets are accessible locally or through the cloud.

checkmark

Dynamic document builder

Save time when creating or editing files and eliminate manual and repetitive work with task panes that feed you best practice and regularly used content.

The pace of business is fast, so people need help to get the most out of their workday. Templafy’s task panes give users quick and easy access to everything they need to work smart – all the best practice content the company has already created, text snippets that have proven to be effective, and the images, videos, slides and templates to make their work more dynamic, all right within the office applications they’re already using.

Best practice templates and prefigured design solutions guide users to create professional work with impact, without the need for digital or design skills. While integrated task panes make everything available from one place. With Templafy, employees are helped to produce better work faster, and with less hassle.

Companies and teams that are ‘document heavy’, like HR and Legal, can especially reduce the time spent creating files, with ‘drag and drop’ text elements eliminating the need for slow and repetitive tasks.

checkmark

Management of user content

checkmark

Content access management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Secure compliance even further by filtering access to templates and content according to user profiles. Employees will only see and have access to content that’s relevant for them, reducing the risk of incorrect templates and elements being used, and saving users time when searching through the system.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

checkmark

Document compliance management

checkmark

Document compliance management

Secure visual and legal compliance in all company content with the help of the BrandChecker, and access to only up-to-date templates.

It usually takes longer to produce great work – an on-brand presentation or a compliant contract – if you need to check you’re following guidelines as you go. Templafy flips that reality. Our system helps you create professional and compliant documents faster by automating compliance.

Create a new file or open an old one to edit the same way as always – our document content management system ensures that you are automatically following the guidelines. Templafy only shows you current and on-brand content, with any updates instantly available to you. If old files you’ve opened from your desktop contain any outdated elements, you’ll get an alert from the BrandChecker to change what’s incorrect, easily getting you back on track. You can also use the BrandChecker to quickly assess and correct your work as you go, so you never need to second guess if the fonts, colors and other elements you’re using are on-brand.

checkmark

Add-ins & integrations

checkmark

Microsoft Office

checkmark

SharePoint Online

checkmark

OneDrive for Business

checkmark

Google Drive

checkmark

Dropbox

checkmark

Box

checkmark

Administration website

Massively reduce time spent maintaining and updating content and remove the need for IT involvement in template changes.

Templafy is maintained and administered in one simple, intuitive web interface, requiring only the most basic technical skills and knowledge to manage templates and corporate assets. IT support is no longer needed every time a content update is required, freeing up their time for more complex tasks.

Changes of any scale are centrally managed and rolled out company-wide, or to specific users only, instantly. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

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User role management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Determine who should have access to which content by filtering access to templates and assets according to user profiles. IT teams don’t need to manage users, and any user can be assigned admin permissions once they gain access by an existing admin. Meanwhile, employees will only see and have access to content that’s relevant for them, reducing the risk of confidential or sensitive information being shared, while saving users time.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

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Single Sign-On

Authenticate users via your preferred service for increased security and decreased IT workload. Single Sign-On (SSO) prevents unauthorized access to your company content and reduces the number of passwords users need to remember. Read more about authentication and user federation here. Templafy supports most authentication services, including:

 

AzureAD

ADFS (WS-Federation/SAML2)

Open ID Connect

 

Læs mere på vores support site.

AzureAD, ADFS
Open ID Connect

Regional Azure data center

Choose to store your data in your preferred region for improved performance and maximum security.

Keep your data close or choose to have it stored in a specific data center, for better performance and better access. Templafy servers are hosted in multiple continents to provide our customers with greater flexibility.

Read more about regional data center options here.

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Usage monitoring

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Dashboard reports

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Optional integrations

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Enterprise Content Management (ECM) system

 

With an integration between your ECM system and Templafy you will achieve a better utilisation of your ECM system, simplifying your employees’ administrative work and ensuring error-free communication.

Among other things, we can implement a solution that allows your staff to access Office templates directly from your ECM system and populate documents with information such as the title, date, case ID, sender, recipient, etc. Additionally, we make sure that the user’s personal details (department, name, e-mail, etc.) are inserted into the document. The solution also allows users to insert standard text passages into the document, while ensuring that the document remains in accordance with your organisation’s visual identity.

We enjoy a close collaboration with all leading ECM providers including KMD WorkZone, Tieto (Public 360) and cBrain (F2), and we have implemented more than 30 solutions for clients including the Capital Region of Denmark, Ministry of Culture, Ministry of Environment and Food and the North Denmark Region.

745 dkr./month

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

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Microsoft CRM

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

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Salesforce

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

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Optional add-ons

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Dynamic email signature for Outlook

Templafy’s Email Signature Manager
Harness the power of on-brand, up-to-date and legally compliant email signatures across your organization in Microsoft Outlook and Office 365.

Our solution at a glance:
– All emails stay on-brand and contain your relevant legal disclaimers
– Employee contact information is kept up-to-date
– Easy to use, cloud-based administration and updates
– Works across brands, regions and languages
– Multiple user profiles per user
– Marketing campaign control

4 dkr. per user/month

BrandChecker for PowerPoint

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Templafy Office template and content pack

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Basic Support

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Support center

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Online Support

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Extended Support

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Phone support

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24/7 support

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Success center

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Cloud storage

2 GB

5 GB

50 GB

Number of unique tenants

1

1

Up to 10

Number of admin licenses

1

5

Unlimited

Template management

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Office template distribution

Enjoy unrestricted access to all company templates – right within your preferred office suite – whether working from your phone or office desktop, and publish updates company-wide instantly.

Not everyone likes learning new technologies, even the ones that make life markedly easier. So we built Templafy to work in the office applications you’re already using. Whether that’s Microsoft Office, LibreOffice, Apple iWork, Google Drive, etc. etc., Templafy shows up as a task pane within these applications. You can also work directly from the Templafy app, ensuring you have the same level of access no matter where you are or which device you’re using.

On the management side, Templafy enables updates to be rolled-out to users instantly – to the whole company or specific users and teams only – for changes of any scale. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

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Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

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Dynamic text creation

 

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Dynamic template management

Automatically personalize business documents for every user, put an end to manual updates, and store all your templates and best practice content in one place for easy access.

What makes a template dynamic? Office templates are born static, while dynamic templates insert data automatically when a user opens a new file or edits an old one. Elements like personal data, company branding, and department-specific or location-specific info appears automatically when a document is created. Automating these processes saves people a lot of time and hassle, and helps them be compliant by default.

What makes a template management system dynamic? Change is constant in business, so even organisations with a good data structure to support their templates will regularly find that data outdated. A dynamic template management system like Templafy makes it easy to address change and roll out updates to the whole company instantly. Everything is handled through the intuitive Templafy interface and available online. The need for IT involvement is removed, and all templates, documents and content assets are accessible locally or through the cloud.

 

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Dynamic document builder

Save time when creating or editing files and eliminate manual and repetitive work with task panes that feed you best practice and regularly used content.

The pace of business is fast, so people need help to get the most out of their workday. Templafy’s task panes give users quick and easy access to everything they need to work smart – all the best practice content the company has already created, text snippets that have proven to be effective, and the images, videos, slides and templates to make their work more dynamic, all right within the office applications they’re already using.

Best practice templates and prefigured design solutions guide users to create professional work with impact, without the need for digital or design skills. While integrated task panes make everything available from one place. With Templafy, employees are helped to produce better work faster, and with less hassle.

Companies and teams that are ‘document heavy’, like HR and Legal, can especially reduce the time spent creating files, with ‘drag and drop’ text elements eliminating the need for slow and repetitive tasks.

 

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Management of user content

 

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Content access management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Secure compliance even further by filtering access to templates and content according to user profiles. Employees will only see and have access to content that’s relevant for them, reducing the risk of incorrect templates and elements being used, and saving users time when searching through the system.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

 

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Document compliance management

 

 

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Document compliance management

Secure visual and legal compliance in all company content with the help of the BrandChecker, and access to only up-to-date templates.

It usually takes longer to produce great work – an on-brand presentation or a compliant contract – if you need to check you’re following guidelines as you go. Templafy flips that reality. Our system helps you create professional and compliant documents faster by automating compliance.

Create a new file or open an old one to edit the same way as always – our document content management system ensures that you are automatically following the guidelines. Templafy only shows you current and on-brand content, with any updates instantly available to you. If old files you’ve opened from your desktop contain any outdated elements, you’ll get an alert from the BrandChecker to change what’s incorrect, easily getting you back on track. You can also use the BrandChecker to quickly assess and correct your work as you go, so you never need to second guess if the fonts, colors and other elements you’re using are on-brand.

 

 

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Add-ins & integrations

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Microsoft Office

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SharePoint Online

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OneDrive for Business

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Google Drive

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Dropbox

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Box

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Administration website

Massively reduce time spent maintaining and updating content and remove the need for IT involvement in template changes.

Templafy is maintained and administered in one simple, intuitive web interface, requiring only the most basic technical skills and knowledge to manage templates and corporate assets. IT support is no longer needed every time a content update is required, freeing up their time for more complex tasks.

Changes of any scale are centrally managed and rolled out company-wide, or to specific users only, instantly. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

checkmark

checkmark

checkmark

User role management

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Determine who should have access to which content by filtering access to templates and assets according to user profiles. IT teams don’t need to manage users, and any user can be assigned admin permissions once they gain access by an existing admin. Meanwhile, employees will only see and have access to content that’s relevant for them, reducing the risk of confidential or sensitive information being shared, while saving users time.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

 

checkmark

checkmark

Single Sign-On

Authenticate users via your preferred service for increased security and decreased IT workload. Single Sign-On (SSO) prevents unauthorized access to your company content and reduces the number of passwords users need to remember. Read more about authentication and user federation here. Templafy supports most authentication services, including:

 

AzureAD

ADFS (WS-Federation/SAML2)

Open ID Connect

 

Læs mere på vores support site.

AzureAD

AzureAD, ADFS
Open ID Connect

AzureAD, ADFS
Open ID Connect

Regional Azure data center

Choose to store your data in your preferred region for improved performance and maximum security.

Keep your data close or choose to have it stored in a specific data center, for better performance and better access. Templafy servers are hosted in multiple continents to provide our customers with greater flexibility.

Read more about regional data center options here.

 

7.500 dkr./month

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Usage monitoring

 

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Dashboard reports

 

 

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Optional integrations

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Enterprise Content Management (ECM) system

 

With an integration between your ECM system and Templafy you will achieve a better utilisation of your ECM system, simplifying your employees’ administrative work and ensuring error-free communication.

Among other things, we can implement a solution that allows your staff to access Office templates directly from your ECM system and populate documents with information such as the title, date, case ID, sender, recipient, etc. Additionally, we make sure that the user’s personal details (department, name, e-mail, etc.) are inserted into the document. The solution also allows users to insert standard text passages into the document, while ensuring that the document remains in accordance with your organisation’s visual identity.

We enjoy a close collaboration with all leading ECM providers including KMD WorkZone, Tieto (Public 360) and cBrain (F2), and we have implemented more than 30 solutions for clients including the Capital Region of Denmark, Ministry of Culture, Ministry of Environment and Food and the North Denmark Region.

 

1490 dkr./month

745 dkr./month

Digital Asset Management

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

745 dkr./month

745 dkr./month

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Microsoft CRM

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

7,5 dkr. per user/month

4 dkr. per user/month

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Salesforce

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

7,5 dkr. per user/month

4 dkr. per user/month

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Optional add-ons

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Dynamic email signature for Outlook

Templafy’s Email Signature Manager
Harness the power of on-brand, up-to-date and legally compliant email signatures across your organization in Microsoft Outlook and Office 365.

Our solution at a glance:
– All emails stay on-brand and contain your relevant legal disclaimers
– Employee contact information is kept up-to-date
– Easy to use, cloud-based administration and updates
– Works across brands, regions and languages
– Multiple user profiles per user
– Marketing campaign control

7,5 dkr. per user/month

4 dkr. per user/month

4 dkr. per user/month

BrandChecker for PowerPoint

7,5 dkr. per user/month

4 dkr. per user/month

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Templafy Office template and content pack

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Basic Support

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Support center

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Online Support

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Extended Support

 

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Phone support

 

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24/7 support

 

 

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Success center

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Want to know more? Just fill out the form below to get a 30 minutes free online trial.

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