Templafy Features
Monitoring (1)
Compliance Monitoring
Based on 14 Templafy reviews and verified by the G2 Product R&D team.
Contains compliance monitoring for content and/or site layout.
Administration (4)
User, Role, and Access Management
Based on 18 Templafy reviews and verified by the G2 Product R&D team.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Policies and Controls
Based on 16 Templafy reviews and verified by the G2 Product R&D team.
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Security
Based on 16 Templafy reviews and verified by the G2 Product R&D team.
Abilities to set standards for asset and risk management.
Reporting
Based on 17 Templafy reviews and verified by the G2 Product R&D team.
Provides ability to create the reports that meet your business requirements
Standards (4)
Brand Design Consistency
Based on 18 Templafy reviews.
Monitors brand assets to ensure content is consistent with the design of the site.
SEO Standards
11 reviewers of Templafy have provided feedback on this feature.
Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO.
Internationalization
Based on 16 Templafy reviews and verified by the G2 Product R&D team.
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Web Accessibility
Based on 16 Templafy reviews.
Ensures availability of accessibility tools and provides information on how individuals are using accommodation tools to interact with the site
Grammar (3)
Grammar Check
Checks for grammar errors like misspellings, sentence run-on, etc.
Tone Check
Evaulates emotional tone of words written.
Sentence Formatting
Ensures sentences are formatted properly.
Formatting (3)
Plagiarism Check
Checks for instances of plagirism.
Style Editor
Evalutes that work has been done within the guildlines of a given writing style (MLA, APA, Chicago, etc.).
Citation Finder
Finds and formats citations for works mentioned.
Content (3)
Idea Recommendation
Recommends ideas for topics based on the content written.
Content Generation
Generates sentences, paragraphs, or papers based on sample text or a topic.
Form Generation
Generates a form based on information presented.
Product Type (2)
Standalone Application
Application is available as a standlone product.
Plugin
Application is available as a plugin used with another document creation product.
Data Sources (3)
Software
Based on 14 Templafy reviews.
Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
16 reviewers of Templafy have provided feedback on this feature.
Allows users to generate documents using information from spreadsheets
Documents
As reported in 17 Templafy reviews.
Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
18 reviewers of Templafy have provided feedback on this feature.
Include templates for various types of documents such as invoices or quotes
Automation
As reported in 16 Templafy reviews.
Automate document generation based on customizable rules
Branding
17 reviewers of Templafy have provided feedback on this feature.
Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
13 reviewers of Templafy have provided feedback on this feature.
Define and manage workflows for document distribution
Schedule
Create a schedule to deliver documents at predefined times
Batch
This feature was mentioned in 10 Templafy reviews.
Provide the ability to generate and deliver documents by batch
Responses (3)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Platform (3)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Email Signature Design (3)
Designed Templates
11 reviewers of Templafy have provided feedback on this feature.
Provides the ability to choose a preset from a variety of email signature templates.
Advanced Template Customization
Ability to choose an exact brand color, font style, and size, as well as add additional fields like social media icons.
Image Editor
Ability to edit images directly within an email signature (i.e. image cropping, changing image shape, and resizing).
Email Signature Management (4)
Departments
Provides email signature layouts for each division within a company and has the ability to control and manage each department independently.
Auto Updates
This feature was mentioned in 10 Templafy reviews.
Provides the ability to switch banners, logos, and photos automatically within an email signature by making changes to a default layout.
Email Distribution
Allows for management of multiple brands and segmentation of sender.
Collaboration
Ability to invite team members to collaborate in the development of email signatures.
Email Signature Marketing (3)
A/B Testing
Ability to conduct A/B testing to deploy different versions of elements within HTML banners and track which signature performs better.
Banner Advertising
Ability to run email signature banner campaigns that showcases blog updates, company news, company awards, or upcoming events.
Analytics Tracking
Provides the ability to track the brand awareness activities of email signatures and measure the performance of banner campaigns.
Integrations (2)
Marketing Automation Integrations
Provides integrations with marketing automation tools.
Email Software Integrations
Provides integrations with email software/clients.
Platform Additional Functionality (3)
Editor Rights
Provides editor rights to whoever will need to make changes to email signatures.
Mobile Compatibility
Ensures email signature branding looks good on mobile devices and email platforms.
Cloning
Ability to clone an email signature identical to previous ones.
Integrate & Embed (2)
Calendar
As reported in 17 Templafy reviews.
Integrates with calendars to link relevant documents for meetings or appointments
Applications
As reported in 18 Templafy reviews.
Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (2)
Suggestion Mode
Based on 18 Templafy reviews.
When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
Document Editor
This feature was mentioned in 19 Templafy reviews.
Provides editing and proof-reading tools such as spell check and grammar check
File Types (3)
Export
As reported in 21 Templafy reviews.
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
Import
This feature was mentioned in 21 Templafy reviews.
Imports documents in multiple file formats for editing
Web Publishing
This feature was mentioned in 16 Templafy reviews.
Transforms a document into a web page and publish to the internet
Collaboration (2)
Multi-User Collaboration
20 reviewers of Templafy have provided feedback on this feature.
Allows multiple users to collaborate on a single document and see edits in real-time
Real-Time Communication
Based on 19 Templafy reviews.
Allows users to communicate in real-time via chat and comments within the document
Design (3)
Graphics
21 reviewers of Templafy have provided feedback on this feature.
Ability to insert graphics, including photos, charts, drawings, graphs, etc.
Templates
Based on 23 Templafy reviews.
Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
Themes
20 reviewers of Templafy have provided feedback on this feature.
Offer various color themes which can be applied to the document
Operating System (2)
PC Operating System
18 reviewers of Templafy have provided feedback on this feature.
Supports Microsoft Windows operating system
Mac Operating System
Based on 16 Templafy reviews.
Supports macOS operating system
Generative AI (13)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 16 Templafy reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
15 reviewers of Templafy have provided feedback on this feature.
Condenses long documents or text into a brief summary.
AI Text-to-Image
As reported in 13 Templafy reviews.
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Based on 13 Templafy reviews.
Simulates human-like speech from text inputs.
AI Image-to-Text
This feature was mentioned in 13 Templafy reviews.
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Content Generation - AI Content Creation Platforms (3)
Output quality
Produces finished or near-finished content with minimal human intervention beyond templating and prompting.
Branding
Generates high-quality content that adheres to brand guidelines.
Performance
Provides content generation at scale with efficient response times and quick turnaround.
Management - AI Content Creation Platforms (3)
Collaboration
Acts as a central hub for teams to collaborate and coordinate on large-scale content efforts.
Security and Privacy
Maintains regulatory compliance to ensure company data privacy and protection.
Moderation
Features guardrails to prevent harmful or offensive content generation.
Automation - AI Agents (2)
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Platform Basics - Presentation Management (8)
Brand Consistency Maintainment
Maintain brand consistency by customizing presentations with company logos, colors and fonts.
Content Location Search
Search and locate specific slides or presentations easily with a powerful search function.
Access Control Abilities
Control user access with secure permissions for viewing, editing, and sharing presentations.
Presentation Performance Analysis
Analyze presentations performance with built-in analytics on usage and engagement.
Template Library Management
Utilize a template library for quick creation of presentations with customizeable designs.
Centralized Storage
Centralize storage for all presentations and slide decks in one secure location.
Team Collaboration
Enable real-time collaboration for teams to work on presentations simultaneously.
Version Control Features
Track and manage versions of presentations with version control features.
Platform Additional Functionality - Presentation Management (2)
Integrations with Productivity Tools
Integrate with other productivity software tools such as PowerPoint, Google Slides, and cloud storage products for smoother workflow.
Multiple Device Access
Access presentations across multiple devices, ensuring seamless viewing on mobile, tablet and desktop.
Agentic AI - Digital Governance (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Presentation Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input





