What is Templafy?

Templafy is a Copenhagen, Denmark based platform founded in 2014 that combines generative AI with rules based automation to help enterprises create compliant, on brand business documents. Its Document Agents work inside Microsoft Word, PowerPoint, and Outlook to generate proposals, presentations, reports, and other files that automatically apply company templates, logos, brand standards, and up to date data pulled from systems like CRM and ERP.

Pricing is published on Templafy's official site across three tiers. An Individual plan is free for one seat with basic AI PowerPoint tools. A Team plan costs $40 per user per month, capped at 25 seats with a $400 monthly minimum, and includes a 30 day free trial. An Enterprise plan offers custom pricing with advanced knowledge grounding, enterprise APIs, SSO, and dedicated customer success support.

Key Features of Templafy

Here are the powerful features that make Templafy stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • AI powered Document Agents for proposals, presentations, and reports
  • Rules based brand template automation in Word, PowerPoint, and Outlook
  • Enterprise knowledge grounding from file uploads, SharePoint, or Glean
  • Automatic logo, font, and disclaimer updates
  • Central content and template library
  • Works with Claude, ChatGPT, and Microsoft Copilot
  • SSO, SCIM, and bring your own LLM support
  • Audit logs and approval workflows
  • Enterprise APIs and MCP support

Templafy Pricing

Here are the pricing plans for Templafy. Choose the plan that best fits your requirements and budget.

Individual

Free

1 seat

AI PowerPoint generation and editing, color customization, professional document themes, Microsoft Office integration, works with Claude, ChatGPT, and Copilot. No credit card required.

Team

$40/user/month

Up to 25 seats; $400/month minimum

Create and share reusable Document Agents, company templates and branding, enterprise knowledge grounding via file uploads, rules based document automation, shared workspace with admin controls. Includes a 30 day free trial.

Enterprise

Custom

Custom seat count

Custom Document Agents, multi source knowledge grounding (RAG, Glean, SharePoint), advanced automation, enterprise APIs and MCP support, SSO, SCIM, bring your own LLM, audit logs, approval workflows, dedicated customer success.

Templafy Specifications

Get a closer look at the technical specifications and system requirements for Templafy. Find out if it's compatible with your operating system and other software.

Software Tagline :
Agentic AI document generation and brand compliance platform for enterprise teams
Deployment :
  • cloud based
Subscription Plan :
monthly
Desktop Platforms :
  • web app
  • windows
  • macos
Mobile Platforms :
Language Support :
english
Target Audience :
  • smes
  • enterprises
Available Support :
  • email
  • training
  • tickets
  • live support
Integrations :
Microsoft Word, PowerPoint, Outlook, Microsoft 365, Google Workspace, Salesforce, SharePoint, Glean, ChatGPT, Claude, Microsoft Copilot
Product Url :
API Available :
Yes
Free Trial Available :
Yes
Run On Mobile Browser :
Yes
Free Plan Available :
Yes
Customization Available :
Yes

Templafy Videos

Templafy Screenshots

Alternatives

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Templafy Comparisons

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Overall Templafy Reviews

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Templafy Pros and Cons

Templafy FAQs

Templafy has a free Individual plan for one seat with basic AI PowerPoint tools and no credit card required. Paid Team and Enterprise plans unlock company wide branding and automation.

The Team plan costs $40 per user per month, is capped at 25 seats, has a $400 monthly minimum, and includes a 30 day free trial.

It is an AI feature that combines generative AI with rules based automation to create proposals, presentations, reports, and other documents that follow company templates and brand standards.

Yes, Templafy works inside Word, PowerPoint, and Outlook, and also integrates with Google Workspace, Salesforce, SharePoint, and AI tools like ChatGPT, Claude, and Copilot.

Yes, the Enterprise plan includes SSO, SCIM, bring your own LLM, audit logs, approval workflows, and enterprise APIs with MCP support.

Templafy was founded in 2014 and is headquartered in Copenhagen, Denmark.