Templafy
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Office template distribution
- Dynamic template management
- Dynamic document builder
- Content access management
- Regional data center
- Document compliance management
- Multiple federal options
- DMS integration
- Digital Asset Management (DAM)
- Office and Office 365 integration
- CRM integrations
- Single Sign-on
Pricing Info
Pricing Info
Templafy offers quote-based enterprise pricing. You have the option of choosing the modules that fit your company’s needs and decide on the number of users you want to have. Pricing will be calculated based on that.
Free Demo
The vendor offers a customized demo to enable you to check out the need-solution fit followed by a free trial before you decide to invest in the platform. You simply need to provide a few details such as your name, email address, company name, phone number, number of employees, and country.
The difference of key features in modules
Templafy modules are scalable and customized based on the need. Admin is where Templafy begins and it is always the starting point of building up your solution. The Admin Center provides centralized control of templates and document assets in a user-friendly interface that can be controlled by non-IT employees.
Storage, tenants and admin licenses
- Storage for document templates and assets
- 1 unique tenant, and 1 admin license
Integrations
Integrations
Templafy supports the following document and cloud storage apps:
Office and Digital Asset Management
- Microsoft Office
- SharePoint Online
- OneDrive for Business
- Google Drive
- Dropbox
- Box
- Skyfish
- Colourbox
Customer Relationship Management
- Salesforce CRM
- Microsoft CRM
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Maersk, Coloplast, BDO, SDC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An intuitive document creation software mainly used for creating and updating business documents distributed within an organization. Templafy is equipped with smart tools such as a powerful search function and advanced filters to find specific company content. It also automates the creation of business documents based on sophisticated templates.
Company Email
info@templafy.com
Contact No.
Company's Address
77 North 4th, 2nd floor
Brooklyn, NY 11249
USA
Templafy Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Free Customer Support
- Two-way email integration
- Pipeline management
- Quotations
- Tasks, Events and Calendars
- Listing and Forecast Reporting
- User Permission Levels
- Customization
- API
- Integrated Marketing Module
- Web-to-Lead Forms
- Automated Campaigns
- GDPR & HIPAA Compliant
- Case Management Module
- Self-Service Support Hub
- In-product Help Drawers and Tutorials
- Accounting Software Integration
Pricing Info
Free CRM
- Unlimited Contacts
- 100 Company Accounts
- 100MB Document Storage
- API Integration
- Contact Management
- Custom Reports
- Custom Settings
- Online ‘self-service’ Support Hub
- Sales Automation
- Email & Online Chat Support
Starter Plan – $17/user/month (billed annually), or $21/user monthly
- All Free CRM features
- Unlimited Contacts
- 1,000 Company Accounts
- 1GB Document Storage
- Two-way MailSync™
- Optional Marketing Modules
Professional Plan – $33/user/month (billed annually), or $43/user monthly
- All Starter Plan features
- Unlimited Contacts
- 5,000 Company Accounts
- 5GB Document Storage
- User Permission Levels
- Quotations
- Priority Technical Support
- Email, Chat & Phone Support
- Optional Marketing Modules
- Optional Service Desk Module
Enterprise Plan – $50/user/month (billed annually), or $64/user monthly
- All Professional Plan features above
- Unlimited Company Accounts
- Unlimited Contacts
- Unlimited Document Storage
- Advanced Custom Settings
- Advanced Reporting
- Dedicated Account Manager
- Free Online Team Training
- Top Priority Technical Support
- Optional Marketing Modules
- Optional Service Desk Module
- For 5 or more users, Marketing OR Service Desk module is FREE
- For 10 or more users, Marketing AND Service Desk modules are both FREE
Integrations
- Own integrated Marketing module*
- Own integrated Service module* Xero Accounting Software
- Sage Business Cloud
- KashFlow
- OneLogin
- Microsoft Azure
* The Marketing module or Service module is included free with 5 or more users on the Enterprise plan. Or you can get both modules for free with 10 or more users.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
British Red Cross, Hello Scotland, Royal Academy, Publicis Blueprint
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Spotler CRM is a full suite sales, marketing, and customer support online CRM platform that is easy to use and works immediately. It has robust modules for pipeline management, contact management, and case management. This scalable CRM platform also has a built-in email marketing feature.
Company Email
Contact No.
Company's Address
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All the data, facts and opinions that we shared in this comparison were collected from official vendor pages, advertising resources available online, real-life experience from real clients as well as our personal hands-on use of each app by an expert. We put a lot of effort to comprehensively examine each software, as a result we not only analyze it on our own, but we also correlate our observations with opinions of other members from the SaaS community.
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