Templafy - Document generation in Salesforce for Salesforce AppExchange
By Templafy
Templafy - Document generation in Salesforce is the #76 ranked document generation app on Salesforce, with a 5.0 average rating from 8 reviews, as a paid app, as of Sep 11, 2026.
Templafy - Document generation in Salesforce is a Salesforce AppExchange app by Templafy. With a rating of 5.0★ from 8 reviews, it currently ranks #76 in the Document Generation category.
AppRanks data: Templafy - Document generation in Salesforce ranks #76 in Document Generation on Salesforce AppExchange, placing it in the top 52% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Templafy - Document generation in Salesforce is a category-leading Salesforce app with a limited review volume. It is listed in the Document Generation category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 8 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Templafy — established developer track record
Cons
- −Limited review base (8) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Templafy - Document generation in Salesforce
How Templafy - Document generation in Salesforce works
Templafy’s document generation platform enables client-facing teams to automate the compilation of documents directly from Salesforce. With Templafy, you can ensure that all documents are on-brand and compliant with minimal effort from sellers. The platform is SOC 3 and ISO 27001 certified which makes it ideal for large enterprises. Templafy supports businesses in generating more revenue, saving time, and reducing risk by eliminating manual document work, automating the injection of compliant content and data, and enhancing the overall quality of the document outputs.
With Templafy you can:
Generate any document: ✓ Pitch decks ✓ Engagement letters ✓ RFP & RFI responses ✓ Proposals ✓ Contracts ✓ Quotes ✓ Reports & charts ✓ And more!
In the following formats: ✓ PowerPoint ✓ Word ✓ Excel ✓ PDF ✓ Email
Once finalized, save that document in: ✓ Salesforce ✓ SharePoint ✓ DMS systems ✓ E-sign solutions ✓ Any other repository!
Extend efficiency with: ✓ OOTB integrations with various databases and apps ✓ Document Generation API that can create documents with any trigger ✓ Bulk document creation features ✓ Centrally governed AI with dynamic prompting that can be used for RFP Automation
Key features
- Instant Access: Templafy is embedded within Salesforce, enabling sellers to initiate their document generation journey by accessing up-to-date and complaint content directly in Salesforce.
- Work faster, leveraging your data: Templafy integrates across your tech stack allowing you to automate document generation by leveraging data and content stored in Salesforce and other data repositories.
- Enjoy flexibility & collaborate seamlessly: Unlike other document generation/CPQ solutions, Templafy allows end-users to easily edit and modify documents and send them off to their preferred app destination for storing, collaborating, or signing.
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
- Compliance SupportProvide support for maintaining compliance with regulations.
- Data Source IntegrationIntegrate data from multiple sources into a unified system.
- Document Saving OptionsChoose from various options to save your documents securely and efficiently.
- Dynamic Document GenerationCreate contracts instantly from any Salesforce object using customizable templates.
- eSignature CapabilitiesUtilize various e-signature workflows and requests for efficient signing.
- Template ManagementCreate and manage templates for consistent branding and messaging.
- Workflow AutomationAutomate repetitive tasks and processes to improve efficiency.
Category rankings
As of Sep 12, 2026- Document Generation#76of 147Top 52%
- Productivity#736of 1,662Top 45%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Templafy - Document generation in Salesforce ranks for 13 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #12
- Rank #10
- Rank #12
Competitors & alternatives
Templafy - Document generation in Salesforce doesn't have curated competitor matchups yet. Other tracked document generation apps on Salesforce:
Frequently asked questions
What is Templafy - Document generation in Salesforce?
Templafy - Document generation in Salesforce is an app for Salesforce. It currently holds a 5.0-star rating from 8 merchant reviews, and it has been listed on the marketplace since 2021. It is listed under the Document Generation category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Templafy.
Is Templafy - Document generation in Salesforce free?
Templafy - Document generation in Salesforce does not offer a permanent free plan on Salesforce. Pricing starts at 20, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Templafy - Document generation in Salesforce?
Templafy - Document generation in Salesforce is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Document Generation category on Salesforce.
Where does Templafy - Document generation in Salesforce rank on Salesforce?
Templafy - Document generation in Salesforce currently sits at position #76 in the Document Generation category on Salesforce. That places it in the top 52% of 147 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Templafy - Document generation in Salesforce integrate with?
Templafy - Document generation in Salesforce lists 2 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.
What languages does Templafy - Document generation in Salesforce support?
Templafy - Document generation in Salesforce declares support for 9 languages on its Salesforce marketplace listing: nl, en, fr, de, da, it, with 3 additional locales documented on the marketplace listing. Language coverage is the locale set the developer has explicitly translated the app interface into — a broader set typically maps to a developer with international merchant traction.