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Templafy Help center
Templafy for Admins
Integrations & Connectors
Packaged integrations

Packaged integrations

Salesforce and Templafy integration
SharePoint and Templafy integration
Microsoft Teams and Templafy integration
Google Workspace and Templafy integration
Datatypes and limitations with Salesforce App and Data Connectors

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Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.

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