# Templafy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Templafy the right Document Generation solution for you? Explore 21 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154533/Templafy/reviews --- Templafy 4.2 (21) [View alternatives](https://www.capterra.com/p/154533/Templafy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Templafy Ease of use 4.1 Customer Service 4.1 ## Pros and Cons in Reviews LN Louwrens N Snr IT EngineerFinancial Services, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “The document template management and brand content integration ensures documents are brand compliant and looks professional all the time.“ September 26, 2022 ## Showing most helpful reviews Showing 1-21 of 21 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Otilde R. Product Designer Information Technology and Services Used the software for: 6-12 months ### "Templafy: Standardize your designs easily" October 16, 2024 4.0 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 GL Gilberto L. Senior Consultant Banking Used the software for: 1-2 years ### "Definitive solution for managing templates and content in the company " November 8, 2024 4.0 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 Response from Templafy 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! Rostislav Z. R&D Mechanical Engineer Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Avoid this tool if possible" October 10, 2022 1.0 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 VR Verified Reviewer Salesforce CRM Admin Banking Used the software for: 2+ years ### "Good product. " September 3, 2025 4.0 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 FC Frank C. Scientist Pharmaceuticals Used the software for: 6-12 months ### "Simple to use" May 27, 2025 5.0 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 Ludmila V. project manager Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Templafy use" April 13, 2023 4.0 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 VR Verified Reviewer Associate Software Developer Computer Software Used the software for: 1-2 years ### "Best software to manage your documents." April 10, 2019 4.0 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 Nikolaj R. Auditor Management Consulting Used the software for: 1-2 years ### "User freindly and easy acces to a variety of different templates." October 11, 2017 5.0 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 Henrik C. Ranger & Virtual CEO Human Resources Used the software for: 6-12 months ### "Easy way to get companywide control of your documents" June 25, 2018 5.0 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 VR Verified Reviewer Consultant Civil Engineering Used the software for: 1-2 years ### "Helps me create documents faster and on-brand" May 24, 2019 5.0 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 IA Isaac A. CFO Marketing and Advertising Used the software for: 6-12 months ### "“This product is 10/10”" May 13, 2025 5.0 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 LN Louwrens N. Snr IT Engineer Financial Services Used the software for: 2+ years ### "Templafy Works really well to keep documents to standard." September 26, 2022 5.0 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 LB Laura B. Teamleitung Events und Marketing Media Production Used the software for: 2+ years ### "Sehr unflexibles Dokumentenmanagementsystem" October 31, 2023 3.0 Pros Signaturerstellung, Features zur Dokumentenindividualisierung Cons Sehr unflexible Vorlagenerstellung in Word und PPT, schlechter Kundenservice, hohe Preise Review Source AM Amir M. Chef Food & Beverages Used the software for: 6-12 months ### "Help me create document and manage it " August 4, 2021 5.0 Pros Great product!! On the general , it helped us a lot in performing our functional tasks to the fullest extent .. and also the ease of finding what we are looking for .. and there are also things that we did not know existed until we found them in this wonderful product Cons There are no defects in this product .. but the price is a little high for some companies in the beginning of their way Review Source IK Irena K. Founder Health, Wellness and Fitness Used the software for: 6-12 months ### "If possible it is better to avoid this tool" March 23, 2023 1.0 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 JH Jeppe H. CEO Information Technology and Services Used the software for: 1-2 years ### "Great solution for Brand Management - it solves real issues" November 3, 2016 5.0 If you want a solution not only compatible, but also fully integrated in Microsoft Office 365 and Office on-prem, if care about your Corporate brand, if you want to offer your colleagues to save time when producing, documents, mails and presentations and if you would like to ensure compliance across the various divisions/productbrands/departments... Then you've got to take a look at Templafy. It is very easy to manage and offer state of the art user experiences. C Pros User-friendliness and it saves time for the users Compliance in terms of branding, content and legal Easy to manage content Easy to distribute Cons The only thing that I could wish for is deep links to the content when sharing the content inside our company, but I know it's on the roadmap and released within a couple of months. Review Source AS Andrew S. Senior Content Specialist Biotechnology Used the software for: 2+ years ### "Perfect for consistent messaging " May 24, 2019 4.0 Templafy works particularly well in managing corporate PowerPoint and company presentations so that all are 'on brand' and the messaging is consistent. This is imperative in large organisations. Personally, I find the software and templates a little clumsy in Word. Pros User friendly Time-saving Convenient and integrated Cons Requires everyone across the organisation to use it consistently Review Source VR Verified Reviewer VP of Marketing Computer Software Used the software for: 1-2 years ### "A Great Enterprise Tool" May 24, 2019 5.0 Basically - Templafy has helped us solved what they rightfully call 'Document Anarchy' - Going from hundreds of different versions to a much more streamlined approach and process. Pros Templafy makes it easy to stay in control and unifying the brand across documents and presentations. Cons It takes a bit of time getting use to and everyone on board. Review Source VR Verified Reviewer Senior consultant Civil Engineering Used the software for: 1-2 years ### "Brilliant product " April 3, 2019 5.0 Pros Very user friendly and easy to use even with only little introduction Cons No problems whatsoever with the product Review Source Høgni Á. Digital Marketing Manager Computer Software Used the software for: Less than 6 months ### "null" October 25, 2016 5.0 Review Source CS Chris S. Director Used the software for: ### "Simple Streamlining brand usage in documents company wide" June 8, 2016 5.0 Easy to use cloud-side admin dashboard. Very strong integrations to Microsoft Office and other office applicationd. Powefull enablement of company assets and great employee productivity booster. Review Source Similar Products Featured