Templafy, A Simple Review

by Scott Max

So, you are considering Templafy.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Templafy as well as our top picks for the options in this category.

Or, just go straight to Our top picks for Best Document management software

Without further ado, let’s get started.

Templafy Features

Templafy is changing the way the world manages information with a simple intuitive approach to enterprise information management. Templafy stores all of your content in a secure central repository that's accessible on all of your devices, like standard desktop or laptop computers, tablets and smartphones.

Here are some exclusive features of Templafy:

Better Document Management: The Templafy metadata-driven document management platform enables knowledge workers to instantly find the right information in any context, automate business processes, and enforce information control. This provides businesses with a competitive advantage and substantial ROI as they deliver superior customer experiences.

Realize ROI Quickly: When you're searching for critical information, every second counts. You don't want to be caught up in a web of folders when you quickly need a document or a piece of information. With Templafy' metadata-driven platform, you'll find the right document instantly without having to scour through folders.

Output Optimization: Templafy provides automated document management workflows and drives better business outcomes. With Templafy, you can find the results you're looking for, as it's a metadata-driven platform designed to eliminate errors and boost productivity.

Ensure Compliance: Your business can stay compliant with regulations and avoid costly penalties by adopting Templafy metadata-driven document management platform. It helps you reduce risk by ensuring compliance, information security, accuracy, profitability and auditablity.

Collaborate Securely: Collaboration is a crucial aspect of running a business. You'll be amazed at the speed of business when you bring customers and employees together in collaborative workspaces. With Templafy, you can share information instantly and securely.

Templafy Pricing

Templafy offers on-demand pricing quotes for its document collection and management system. You can fill out the "schedule a demo" form to get in touch with the Templafy sales team.

Templafy Discounts and Coupons

Templafy currently does not offer any discounts or coupons for its document collection and management system.

Templafy Free Trial

Templafy offers a 30 Day free trial for its document management and collection software.

Templafy, A short how-to guide

Once you login to your Templafy account, you'll be asked to integrate your Google Drive or other DMS accounts to import the documents into the platform. Once done, Templafy will automatically sort them.

You can create personalized folders for similar documents and make it easier for your team to pull out the necessary information. Click on Workflows to automate the entire document collection and management process within Templafy.