Templafy - Document generation in Salesforce vs Salesforce First Web Studio

Side-by-side comparison · 24 data points

Templafy - Document generation in Salesforce

5.0·8reviews

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.

Shopifypaid

Change

1. Listing metadata

Field-level data

	Salesforce First Web Studio	Templafy - Document generation in Salesforce
Tagline	“Run forms, portals, eSign, docs, and surveys directly on Salesforce. From $150 per org. No per-seat pricing. Nonprofit discounts available. ”140 chars	“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.”244 chars
Description	555 / 2000 chars28% used	1200 / 2000 chars60% used
Screenshots	—	—
Languages	arnlenfifr+12 more	nlenfrdeda+4 more
Platforms	Shopify	Shopify
Developer	Titan	Templafy

At a glance

9 metrics · auto-computed

Feature comparison between Salesforce First Web Studio and Templafy - Document generation in Salesforce
Metric	Salesforce First Web Studio	Templafy - Document generation in Salesforce
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 317	8
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	★ 2 tiers	1 tier
Listed features	★ 6	3
Languages	17 supported	9 supported
Listed since	Aug 2017	Jun 2021

AppRanks verdict

Generated from live data on this page

Salesforce First Web Studio and Templafy - Document generation in Salesforce are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow. Pricing entry tiers: Salesforce First Web Studio at paid, Templafy - Document generation in Salesforce at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Salesforce First Web Studio has the larger user base (317 reviews vs 8), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Templafy - Document generation in Salesforce's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat. Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort of orders for 7-14 days before committing. The data tables below show the per-feature breakdown — for most merchants the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Salesforce First Web Studio audit • Templafy - Document generation in Salesforce audit

Listed	August 16, 2017	June 10, 2021

Last updated	—	—

3. Features

As listed by each developer

Salesforce First Web Studio

Studio Products: - Forms that Talk to Salesforce - Portals to Orchestrate any Business Process - Dynamic Docs Built for your CRM - eSign Synced with your Org - Personalized Surveys - Workflow Automation - Solutions for any Industry Use Case
Any FinOps Process. One Salesforce Platform: Cut costs and boost productivity by consolidating onboarding, compliance, mortgage approvals, KYC, and any Financial Operations process in one Salesforce platform.
Ace Education Cloud Workflows & Operations: From admissions to FAFSA, give faculty and staff the power to run an A+ education operation that students love.
Streamline Salesforce for Legal: Titan runs intake, contracts, eSignatures, and approvals in Salesforce or Litify so you can focus on cases, not tech. Compliant, cost-effective, no code.
Scale Every Nonprofit Flow in Salesforce: Nonprofits can scale Salesforce with tailored portals, complex workflows, donor drives, grants, and dynamic doc gen - no code, low maintenance, and priced to support your mission.
HIPAA-Compliant Patient Management for Health Cloud: Manage intake, consent, portals, and appointments in a secure platform with customizable patient views and real-time Salesforce Health Cloud updates.

Templafy - Document generation in Salesforce

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.

Keyword	Salesforce First Web Studio	Templafy - Document generation in Salesforce
e-sign	#10	#43
esign	#8	#47

9. App details

Long-form description · keyword frequency

Salesforce First Web Studio

Titan is the only Web Studio that keeps all your data in Salesforce, with no duplicate databases and one source of truth. Build portals, forms, documents, eSign, surveys, and flows on one Salesforce-integrated platform. Ditch point solutions, support any use case across every industry, and ensure Agentforce is running on the cleanest data. Trusted by thousands of customers and hundreds of partners worldwide, including SMBs, enterprises, and nonprofits. With a 4.99/5 rating on the AppExchange, so many Salesforce First organizations can’t be wrong.

Top keywords

data2×2.33%
salesforce2×2.33%

Templafy - Document generation in Salesforce

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

Top keywords

document7×4.22%
templafy4×2.41%
documents3×1.81%
compliant2×1.20%
document generation2×1.20%
generation2×1.20%
platform2×1.20%
rfp2×1.20%
salesforce2×1.20%

Frequently asked

Common questions about this comparison

Is Salesforce First Web Studio or Templafy - Document generation in Salesforce cheaper?

Both Salesforce First Web Studio and Templafy - Document generation in Salesforce offer paid plans only. Salesforce First Web Studio starts at paid; Templafy - Document generation in Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Salesforce First Web Studio or Templafy - Document generation in Salesforce?

Salesforce First Web Studio (5.0★, 317 reviews) and Templafy - Document generation in Salesforce (5.0★, 8 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Salesforce First Web Studio or Templafy - Document generation in Salesforce?

It depends on what you're optimizing for. Salesforce First Web Studio fits better if you prioritize broader integrations; Templafy - Document generation in Salesforce is the call if you need the higher-rated option. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Salesforce First Web Studio or Templafy - Document generation in Salesforce?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Salesforce First Web Studio has more onboarding documentation maturity (317 reviews vs 8), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Salesforce First Web Studio typically suits early-stage and growth-mode stores based on its review-base composition (317 reviews). Templafy - Document generation in Salesforce aligns more with early-stage and growth-mode stores (8 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Salesforce First Web Studio and Templafy - Document generation in Salesforce?

Migration support varies by app and category. Salesforce First Web Studio and Templafy - Document generation in Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Templafy - Document generation in Salesforce" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

Templafy - Document generation in Salesforce vs Salesforce First Web Studio

Templafy - Document generation in Salesforce

1. Listing metadata

Salesforce First Web Studio

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Salesforce First Web Studio · 2 changes

Templafy - Document generation in Salesforce · 1 changes

9. App details

Frequently asked

Is Salesforce First Web Studio or Templafy - Document generation in Salesforce cheaper?

Which has better reviews, Salesforce First Web Studio or Templafy - Document generation in Salesforce?

Should I choose Salesforce First Web Studio or Templafy - Document generation in Salesforce?

Which is faster to set up, Salesforce First Web Studio or Templafy - Document generation in Salesforce?

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