- Category rank
- #79 in Document Generation
- Price from
- $20 / user / month (USD)
- Listing audit
- 74/100
Templafy - Document generation in Salesforce is a Salesforce AppExchange app by Templafy. With a rating of 5.0★ from 8 reviews, it currently ranks #79 in the Document Generation category.
Templafy - Document generation in Salesforce is the #79 ranked Document Generation app on Salesforce, with a 5.0 average rating from 8 reviews, as a paid app, as of Nov 14, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 14, 2026
Templafy - Document generation in Salesforce ranks #79 of 150 in Document Generation on Salesforce. It holds a 5.0★ average from 8 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2021
Cons
- −Only 8 reviews — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
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.
