Templafy
Agentic document generation platform
Templafy is an agentic document generation platform for enterprises that produce proposals, presentations, reports, contracts, and emails. It combines generative AI with rules-based automation so documents follow approved templates, brand guidelines, compliance requirements, and business rules, drawing on enterprise knowledge and data from systems such as CRM and ERP.
Document Agents can be created, shared, and targeted to teams, with knowledge grounding through file uploads, connectors, or RAG, plus a rules engine and advanced automation. Templafy works inside Microsoft Office and Google Workspace, and connects to AI assistants including Claude, ChatGPT, Microsoft 365 Copilot, Gemini, and Perplexity via MCP. Integrations cover DAM and content management systems, CRM, DMS, ERP, authentication providers, and image banks, with enterprise APIs, SSO, SCIM, audit logs, and bring-your-own-LLM options.
It is offered in three plans: a free Individual plan for one seat, a seat-based Team plan with a 14-day trial for up to 25 seats, and a custom-priced Enterprise plan with add-ons, where pricing depends on the solution and number of user licenses.
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