--- title: "Templafy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Templafy Software - reviews, pricing plans, popular comparisons to other Document Generation products and more." source_url: "https://www.capterra.com/p/154533/Templafy/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Templafy Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Templafy ## What is Templafy? Templafy is a fast-growing B2B Software-as-a-Service company, helping over 3.5 million users. 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. With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform. ## What is Templafy used for? [Email Signature](https://www.capterra.com/email-signature-software/)[Document Management](https://www.capterra.com/document-management-software/)[Document Generation](https://www.capterra.com/document-generation-software/) Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 86% Neutral 5% Negative 10% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Templafy?[Manage this product listing](https://www.g2.com/products/templafy/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Templafy 4.2 (21) VS. [4.9 (573)](https://www.capterra.com/p/171491/Email-Signatures-for-Office-365/reviews/) Starting Price Contact vendor Starting Price $0.81 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (21) Ease Of Use 4.7 (573) Value For Money 4.1 (15) Value For Money 4.7 (547) Customer Service 4.1 (16) Customer Service 4.9 (525) ## Templafy alternatives [4.6 (622)](https://www.capterra.com/p/188561/Exclaimer-Cloud/reviews/) Starting price $1.75 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [5.0 (108)](https://www.capterra.com/p/203958/BrandMail/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (2,251)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (310)](https://www.capterra.com/p/176854/Flipsnack/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/154533/Templafy/alternatives/) ## FAQs about Templafy Overview ### Which roles and teams benefit most from Templafy? Templafy is most used by marketing, content, and events teams that create brand-consistent presentations, documents, and campaign materials. IT engineers and CRM administrators manage templates and integrations, while consultants, auditors, and executives produce standardized client and financial documents. Designers and product teams apply approved assets across internal and external communications. Answer based on 21 reviews Overview ### What company size and industries is Templafy built for? Templafy is built for enterprise businesses, which account for 60% of reviewers, producing high volumes of reputation-sensitive documents and content. It is most common in Computer Software (15%), Banking (10%), and Civil Engineering (10%). Small businesses represent 35% of reviewers, while midsize businesses account for 5%. Answer based on 21 reviews Features and Usability ### What are the key features of Templafy? Templafy offers document and presentation automation, including document generation, AI Presentation Generation, AI Text-to-Slide, and AI Copilot. It also includes brand management, template management, content and asset libraries, workflow automation, role-based permissions, version control, electronic signature, and reporting and analytics for controlled content creation and governance. Integrations ### Which third-party tools and platforms does Templafy integrate with? Templafy integrates with Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft SharePoint, Microsoft Project Server Subscription Edition, Adobe Experience Manager, Bynder, Frontify, ChatGPT, Claude, and Microsoft 365 Copilot. It connects document, content management, and AI tools for creating and managing branded business materials. Answer based on 8 reviews Getting Started and Support ### What training and onboarding options does Templafy offer? Templafy offers in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online training support guided setup, webinars provide scheduled instruction, documentation offers written reference material, and videos allow self-paced review of features and steps. Getting Started and Support ### What customer support options does Templafy offer? Templafy provides email/help desk support, an FAQ/forum, a knowledge base, and chat. User feedback mentions poor customer service and limited flexibility, with concerns about high prices. Support access appears available across several channels, but some users report frustration with the overall service experience. Answer based on 1 reviews ## Features AI summary Based on 3,868 Document Generation reviews Capterra reviewers highlight these as the features buyers care about most when choosing document generation software: - **Document Management** (**50%** of reviewers rated this feature as critical) - **Text Editing** (**54%**) - **Document Storage** (**46%**) Templafy includes **Document Management** and **Document Storage**, so teams can organize files, control document use, and keep important content accessible in one place. However, it does not offer **Text Editing**. Instead, it provides other features that reviewers also rate highly, including **Offline Access** (**49%**) and **Electronic Signature** (**48%**), helping businesses keep work moving without an internet connection and complete document approvals faster. Document Management 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Document Storage 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Electronic Signature 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents Signature Creation 3.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create and design custom email signatures Signature Management 3.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Add and maintain centralized email signature(s) across an organization Auto Update 4.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Automatic update of information / software Templafy 88 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Design & Content Suggestions: AI-driven suggestions for storytelling structure, rephrasing, tone, layouts, and brand-consistent styles - AI Presentation Generation: Generate a presentation from a text prompt, topic, or uploaded source material (PDF, DOCX, URL) - AI Text-to-Slide: Converts documents (e.g., PDF, DOCX, web links) into structured slide decks using AI - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Asset Categorization: Organize assets into folders and subfolders or tag assets based on a custom file hierarchy - Asset Library: Storage, organization, sharing with tagging/metadata - Asset Sharing: Share access to files and assets with individuals - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto Update: Automatic update of information / software - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Brand Guidelines: Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines - Brand Management: The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Specific Signature: Create email signatures specific to a campaign - Change Management: Track and monitor efficient handling of all changes/transitions - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Import/Export: Import or export content - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Drafting: Create, edit, and revise contracts/written agreements - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Digital Asset Management: Manage digital assets - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Editing: Makes changes to document features such as text, fonts, formatting, etc. - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - File Conversion: Convert files to a different format - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Image Editing: Edit, touch up, and convert images for publishing - Image Library: Store and manage images - Image Recognition: Ability of software to identify an image among other data - Interaction Tracking: Track interaction history by documenting conversations for contacts - Metadata Extraction: Retrieval of embedded metadata that is present within a file - Metadata Management: Collect and maintain structured information that describes data or content - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Language: Manage and support multiple languages - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reputation Management: Monitor and manage customers' perceptions about a business, product, or service - Rights Management: Manage and enforce usage rights and permissions for digital assets - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Signature Creation: Create and design custom email signatures - Signature Management: Add and maintain centralized email signature(s) across an organization - Signature Templates: Premade templates and examples for email signatures - Single Sign On: Allow users to access multiple services after entering their login credentials once - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User Profiles: Profiles of users providing basic information - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (20) 4.1 Based on 20 reviews ## Pricing Value for money 4.1 (15) ### Starting price Free trial not available [View all Pricing Plans](https://www.capterra.com/p/154533/Templafy/pricing/) Value for money 4.1 (15) 4.1 Based on 15 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Bynder](https://www.capterra.com/p/122257/Bynder/)[ Adobe Experience Manager](https://www.capterra.com/p/142300/Adobe-Experience-Manager/)[ Frontify](https://www.capterra.com/p/183904/Frontify/)[ Claude](https://www.capterra.com/p/10011218/Claude/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (16) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (16) 4.1 Based on 16 reviews ## User reviews Overall rating 4.2 Based on 21 reviews Filter by rating Counts reflect reviews available in this feed. 5(12) 4(6) 3(1) 2(0) 1(2) Mentioned topic Recent reviews first, then most helpful Otilde R. Product Designer Used the software for: Less than 1 year ### "Templafy: Standardize your designs easily" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 October 23, 2024 All in all, using Templafy, it is rather simple to keep a project coherent in terms of design, which is always a plus. With Templafy, the design work is greatly simplified, while brand compliance is maintained across the board. It’s easy to use and useful in that it reduces the amount of time spent on monotonous tasks. Pros Dynamic content adapts to the user role and settings to get the desired layout and style. Real-time brand compliance checks: It is possible to guarantee that all designs are in brand identification instantly.​ Studies and proposals can be made; comments and direct records can also be made on the code document. Cons An area of improvement could be integration with other commonly used design software and programming of easier to incorporate template generation controls. Lack of flexibility, where the company is able to design different aspects of the structure in a complicated manner. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Salesforce CRM Admin Used the software for: 3-5 years ### "Good product. " 4.0 September 5, 2025 Pros Love being able to set a few fields and have my email signature populate for me. It’s great having consistent signatures company wide. Cons The restricted fields can be annoying as a use, and sometimes the outlook integration can be clunky and you need to open the desktop app to make changes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Rostislav Z. R&D Mechanical Engineer Used the software for: Less than 1 year ### "Avoid this tool if possible" 1.0 October 13, 2022 Pros Should unify templates, documents, signatures across company. Yeah it does, but... Cons Many issues with logging in and working with this tool. Templafy has compatibility issues with almost everything. Solidworks stopped working with Excel, Teams add-in stopped working in Outlook. There are days when Templafy is unable to connect at all. Had to manually remove this tool to be able to continue in my work... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Isaac A. CFO Used the software for: Less than 1 year ### "“This product is 10/10”" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 14, 2025 Easy to use, my employees love it, and life changing when it comes to organizing documents! Pros Templafy helps my business grow. We are able to easily find documents, make templates, and get things signed in a timely order now with templafy! Cons I honestly have no issues with templafy, and would recommend it to any business owner! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Scientist Used the software for: Less than 1 year ### "Simple to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 May 28, 2025 Overall, it is an easy-to-use software and serves its purpose. Would recommend the product for corporate use. Pros Very simple to use template software that is fully integrated into outlook to create email signatures. Cons The interface can be slightly rigid, with fields that are sometimes mandatory even though not useful to include. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer project manager Used the software for: Less than 1 year ### "Templafy use" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 17, 2023 I am using for signature in Microsoft Outlook and in microsoft powerpoint as templates for slides Pros very easy add signature to email, you can choose from internal signature or if it is for external people, using quite nice templates Cons a lot of problems with compatibility Microsoft Outlook, due to templafy I can´t make the online teams meetings Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Associate Software Developer Used the software for: 1-3 years ### "Best software to manage your documents." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 11, 2019 By sharing our internal documents with each other in the company, we are getting benefits. Pros First of all it is very easy to use. User can dynamically update and share the documents with in the organisation. It can integrate with other softwares also like Microsoft office, office 365 and many more. It is very much secure so no need to worry about the data security. It has concurrency of documents means the data is on cloud and if a document is opened by two user so it will update the content from both. Any changes to the documents and templates will get reflected. Cons I was not able to find any disadvantages right now but Pricing is bit high for small organisations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nikolaj R. Auditor Used the software for: 1-3 years ### "User freindly and easy acces to a variety of different templates." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 12, 2017 Great product! On a corporate level it improves productivity and branding and compliance alignment and for me personally it makes it easier to find the materials I need and to spend time on the things that really matter. Give it a spin! Great service and a very friendly team behind it. It's one of those tools you didn't know existed until you heard of it and then you suddenly have a hard time working without it. Pros Very user friendly and easily manageable within Word. Updated templates and logoes on a daily basis. Very easy corporate roll-out Cons Double authentication can be a bit annoying. When in a rush, it can be a bit annoying to wait for extra loading time, but not sure if it is because of Templafy of the internal software etc. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Henrik C. Ranger & Virtual CEO Used the software for: Less than 1 year ### "Easy way to get companywide control of your documents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 26, 2018 We mainly use it for putting together contracts with predefined phrases and we can now make sure, that wording is not changed while we also can make sure that the look'n feel follows the guidelines. Pros Once setup, the software is easy to use. It makes it very easy to standardize documents across the organization and to ensure, that contracts etc. are compliant to the rules and regulations set forth. Cons So far I have not found something that I was not able to adjust/change in the setup. A few details required me to ask for support, but otherwise very user friendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Consultant Used the software for: 1-3 years ### "Helps me create documents faster and on-brand" 5.0 May 27, 2019 With image libraries and pre-made infographics, creating documents and presentations is easy, quick and compliant. Pros An easy way of creating documents and presentations that are aligned across the organisation. Great to preserve brand identity. I also really like that it makes my presentations look a lot better in a very easy-to-use interface. Cons I cannot think of anything to disklike about the product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/154533/Templafy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.