Templafy is maintained and managed via a simple, intuitive web interface. It requires no technical skills to handle templates and company images, etc. IT support is no longer required every time content is updated. All changes are handled centrally and rolled out throughout the company or to specific users immediately. Major projects, such as rebranding of the company, can be launched internally at once – the same applies to small but important changes, e.g. texts, KPIs or images. Up to 5 administrators are included in the price.
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.
With an integration between your DMS or ECM system and Templafy you will achieve a better utilisation of your DMS/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 DMS/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 automatically 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 DMS/ECM providers including iManage, 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.
Easily find and access images from Word and PowerPoint. Templafy ensures that your company pictures are actually used – daily and correctly – by making them accessible from Microsoft Office. Templafy integrates with external Digital Asset Management systems. The Brand Managers only need to update the company’s images to one platform (the DAM system). Templafy gives users access to company images right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. We collaborate with leading Digital Asset Management systems like Papirfly, Skyfish, Bynder, Brandmaster, Brandmaker, Getty Images Media Manager, Cumulus, Brandworkz and XMedia.
Create offers, quotes, tenders or contracts faster and get a closer interaction with customers. Closing a deal with least possible challenges is the goal of any sales person. However, this goal is often hard to achieve due to inappropriate templates, workflows, missing product descriptions, or images. Templafy can be integrated with your CRM system, such as Salesforce, Microsoft CRM, or other systems, so you get faster workflows and better interaction with your customers. Transfer your sales data from your CRM system to Microsoft Word and create professional offers etc. You can better utilize your existing CRM system and improve your workflows when using Templafy.
IT support is included in Templafy as well as support for administrators.
Support: call us between 9am to 4pm on +45 70 20 72 47
Chat support: between 9am to 4pm via our website