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Templafy - Document generation in Salesforce for Salesforce AppExchange
Templafy - Document generation in Salesforce is a Salesforce AppExchange app by Templafy, launched June 2021. With a rating of 5.0★ from 8 reviews, it currently ranks #60 in the Document Generation category.
AppRanks data: Templafy - Document generation in Salesforce ranks #60 in Document Generation on Salesforce AppExchange, placing it in the top 43% 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
Templafy accelerates business performance by enabling users to build their documents within Salesforce, leverage data from any data source to automate the compilation of any document, and send documents to the next digital workspace seamlessly.
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.
