# Templafy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Templafy Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/154533/Templafy --- # Templafy Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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 Generation](https://www.capterra.com/document-generation-software/)[Document Management](https://www.capterra.com/document-management-software/) Overall rating Based on 21 user reviews Reviews sentiment Positive 86% Neutral 5% Negative 10% Contact vendor for pricing 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.templafy.com/&name=Templafy) ## 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 (521)](https://www.capterra.com/p/171491/Email-Signatures-for-Office-365/reviews/) Starting Price Contact vendor Starting Price $1.36 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 (521) Value For Money 4.1 (15) Value For Money 4.7 (496) Customer Service 4.1 (16) Customer Service 4.9 (477) ## Templafy alternatives [4.5 (585)](https://www.capterra.com/p/188561/Exclaimer-Cloud/reviews/) Starting price $1.75 Per User, Per Month Highest Rated [5.0 (107)](https://www.capterra.com/p/203958/BrandMail/reviews/) Starting price $1.00 Per User, Per Month [4.9 (63)](https://www.capterra.com/p/182569/Dynasend/reviews/) Starting price $1.00 Per User, Per Month [4.6 (2,222)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/154533/Templafy/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Customizable Templates 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Signature Templates 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Premade templates and examples for email signatures Templates 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Templafy 81 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Organize assets into folders and subfolders or tag assets based on a custom file hierarchy Collection of all assets in the system Share access to files and assets with individuals A record of all activities within the system, including user access, changes made, etc. Automatic update of information / software Software's ability to perform similar action on multiple similar files simultaneously Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Create email signatures specific to a campaign Track and monitor efficient handling of all changes/transitions Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Create, edit, and revise contracts/written agreements Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Manage digital assets Automated or logic-based workflows that assist in the creation of electronic documents Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Tracks metrics that provide insight into how a user interacts with any interface or product Convert files to a different format Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Use AI to generate content in the form of text, images, videos, etc. Edit, touch up, and convert images for publishing Store and manage images Ability of software to identify an image among other data Track interaction history by documenting conversations for contacts Retrieval of embedded metadata that is present within a file Collect and maintain structured information that describes data or content Access software remotely via mobile devices Access the system via a mobile application Manage and support multiple languages Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Create content in various formats, such as print, PDF, HTML and more Ability of websites, web applications, or mobile applications to function without an active internet connection Streamlining repetitive tasks and activities through automated and predefined workflows Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor and manage customers' perceptions about a business, product, or service Manage and enforce usage rights and permissions for digital assets Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Create and design custom email signatures Add and maintain centralized email signature(s) across an organization Premade templates and examples for email signatures Allow users to access multiple services after entering their login credentials once Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Profiles of users providing basic information Track revisions and updates made to files and navigate between different versions 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 Contact vendor for pricing 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 [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Adobe Creative Cloud](https://www.capterra.com/p/48969/Adobe-Creative-Cloud/) 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 5(12) 4(6) 3(1) 2(0) 1(2) Mentioned topic Sorted by most recent AU Anonymous User Salesforce CRM Admin Banking ### "Good product. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 3, 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. FC Frank C. Scientist Pharmaceuticals ### "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 27, 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. IA Isaac A. CFO Marketing and Advertising ### "“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 13, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GL Gilberto L. Senior Consultant Banking ### "Definitive solution for managing templates and content in the company " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 8, 2024 In short, Templafy is an innovative and effective solution for the management of templates and content in the company, since its focus on consistency and compliance with the brand, as well as its ability to improve efficiency in the creation of documents, have made it the best essential tool in the current business environment. Pros In the digital age we live in, efficiency at work is key to the success of any company. That is why tools like Templafy have become essential for the management of templates and corporate content. Templafy is a platform that allows organizations to centralize and control all their documents, ensuring consistency and brand compliance in all materials used. Cons Everything that this excellent tool offers us seems very good to me, there is nothing that I do not like since it offers us a Centralization of templates and corporate content, Guarantee of consistency and compliance with the brand and Facilitates collaboration between teams Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 11, 2024 Thank you so much for your thoughtful review! We're thrilled to hear that Templafy has become an essential tool for managing templates and corporate content in your company. It’s great to know that our focus on consistency, brand compliance, and team collaboration has helped streamline your workflows and enhance efficiency. Your feedback inspires us to keep improving and delivering solutions that make a meaningful difference. If you ever have any questions or suggestions, please feel free to reach out. Thanks again for being part of our Templafy community! Otilde R. Product Designer Information Technology and Services ### "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 16, 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. Switched from [OrangeDAM](https://www.capterra.com/p/81311/Cortex/) Changed from another template management product due to simplicity of use and durability of Templafy to manage brands. Templafy to eradicate repetitiveness and minimize the instances of producing templates by professionals while saving on time. 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. LB Laura B. Teamleitung Events und Marketing Media Production ### "Sehr unflexibles Dokumentenmanagementsystem" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 October 31, 2023 Pros Signaturerstellung, Features zur Dokumentenindividualisierung Cons Sehr unflexible Vorlagenerstellung in Word und PPT, schlechter Kundenservice, hohe Preise 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. Ludmila V. project manager Electrical/Electronic Manufacturing ### "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 13, 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. IK Irena K. Founder Health, Wellness and Fitness ### "If possible it is better to avoid this tool" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 1/10 March 23, 2023 Pros Templafy is promising to unify templates, documents, signatures across company. It mostly does, but it has many issues. Cons I had so many issues with this tool that I had to manually deactivate to be even able to work. It has compatibility issues with another software. Even the basic ones like Teams to Outlook integration. From time to time Templafy has issues to even connect. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Rostislav Z. R&D Mechanical Engineer Mechanical or Industrial Engineering ### "Avoid this tool if possible" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 October 10, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LN Louwrens N. Snr IT Engineer Financial Services ### "Templafy Works really well to keep documents to standard." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 26, 2022 The document template management and brand content integration ensures documents are brand compliant and looks professional all the time. Pros We really like the document templates and document generation features. We also linked this to our internal brand picture and template server so we can import brand compliant pictures, icons, and motives. This ensures important business documents are always brand compliant. This saves our team so much time instead of trying to always create stuff from scratch. Cons The solution is cloud based so this will limit the usage if a person has slow or limited connectivity. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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