Templafy Reviews & Product Details

It’s incredibly easy to use and helps a lot when creating presentations. The Document Agent is great, and the prompts and productivity tools in PowerPoint are really useful. Review collected by and hosted on G2.com.

Everything I disliked is getting fixed, so I really can’t complain about anything. Review collected by and hosted on G2.com.

Having easily accessible data, being able to easily use our templates and build deliverables faster. Review collected by and hosted on G2.com.

The time required to update the data, the need for someone dedicated to keeping it up to date, the time needed to update a graphic charter. Review collected by and hosted on G2.com.

Best tool to attain efficiency and implement AI firm-wide, which includes an increase in productivity and ROI. Easy onboarding with plug and play and a one-stop shop for all accesses, like SharePoint, other tools connected widely with other MS platforms. Also, an excellent interface that is user-friendly Review collected by and hosted on G2.com.

Everything is great. May be increase in speed of rolling out performance related productivity tools like DOC Agent sooner would be better Review collected by and hosted on G2.com.

The template library and brand asset management make it very easy to ensure consistency across all documents, presentations and emails.

Integration with Microsoft 365 and Google Workspace means I can work inside the apps I already use, without bouncing between different tools.

The automated document generation features and dynamic content reduce repetitive work and save a lot of time.

The brand-governance checks (e.g. catching off-brand colors or fonts) give me confidence that external documents look polished and on-point. Review collected by and hosted on G2.com.

Upload limits (file size constraints) and some UI restrictions can be frustrating when working with large assets. Review collected by and hosted on G2.com.

What I appreciate most about Templafy is the way it streamlines document creation, ensuring consistency and compliance throughout the process. It helps me save time, minimizes mistakes, and allows me to maintain brand standards without requiring any technical expertise. The interface is straightforward, and the automation tools are intelligent enough to manage even complex workflows with little effort. Review collected by and hosted on G2.com.

There are moments of clunkiness when deploying and integrating the software. For example, PowerPoint metadata only injects correctly if the file is reopened, which can be inconvenient. Additionally, configuring custom ribbons or replacing Office extensions can lead to crashes if not handled with care. While the tool is undeniably powerful, it sometimes feels as though it requires constant supervision. Review collected by and hosted on G2.com.

I have been using Templafy for over a couple years now and I have to say I could not imagine building a proposal without it. Our team uses Templafy every day and for multiple use like Word and Powerpoint proposal template building. Once you build your library of boilerplate content pieces, its pretty easy to use and update whenever a piece has outdated information. We also integrate Templafy with other services to make it easier in adding pictures and other elements. Review collected by and hosted on G2.com.

I think the least helpful thing about Templafy is building the base template itself, there seems to be a few bugs here and there still with some templates we have and its been difficult to solve / fix. Other things I would add is the ai implementation is still not great and the organization and integration of (employee) datasets could be better. Review collected by and hosted on G2.com.

It enables me to add my signature to all emails and lets me create PowerPoint presentations and documents using layouts and images that are approved and sanctioned for work. Review collected by and hosted on G2.com.

Sometimes, it loads the wrong signature in my email, so I have to delete that template and reassign the previous one. Review collected by and hosted on G2.com.

Templafy is key in unifying our brand for many digital interactions and experiences, especially in Word documents and PowerPoint presentations. I know our Brand Management team really likes the approach and the ability to make updated resources available to pick and choose from (e.g. slides layouts, images, icons etc.) We have done an e-mail signature pilot in a smaller business unit and we are now going to broaden that to the entire company (we need to set up a regional/country community for mail banner advertisements first). We have been very satisfied with the implementation and support resources that we have worked with. My role is technical owner and then Brand Management does the content management, communications etc. Personally, I also like it a lot and I create a lot of documents, presentations, and spreadsheets in my job role. Review collected by and hosted on G2.com.

There are a few limitations that would be nice to fix, e.g. not being able to have a multi brand experience behind the "File > New Presentation" option in PowerPoint's fixed UI. Also, color palettes for charts in PowerPoint and Excel could work better - we have quite an extensive set of colors by brand (residential, commercial etc.) - see https://brandguide.velux.com/d/v7TTPLA2rTnN/introduction-1#/visual-identity/colours Review collected by and hosted on G2.com.

From an admin point of view, I like that I can upload our company’s templates and branding into Templafy so the entire organization has easy access in PowerPoint. It ensures everyone is using the right, up-to-date assets without having to send files around or worry about version control. Review collected by and hosted on G2.com.

Since Templafy is a plug-in directly in PowerPoint, certain features aren’t fully available on Mac. For example, the new toolbar functionality doesn’t show up, which makes the experience feel limited compared to Windows users. Review collected by and hosted on G2.com.

I like the launch form the most. And the ease of use. Review collected by and hosted on G2.com.

Most of what Templafy offers can already be accomplished directly in Word, except for the launch form feature. I also find it quite expensive. Additionally, it can become quite confusing to use at times. Review collected by and hosted on G2.com.