M-files and Templafy, An In-Depth Comparison 2024

Comparison Summary

M-files: M-Files offers a metadata-driven document management platform. Businesses gain a leading edge with M-Files' innovative solutions.

Templafy: Templafy connects and manages entire document ecosystems. Enterprises can browse modules to design tailored solutions.

M-files and Templafy: Customer Satisfaction Data

Most deployed common Use Cases for M-files and Templafy

Why is M-files and Templafy the best choice for Workflow Management?

M Files and Templafy both automate workflows for document creation and management. M Files focuses on streamlining internal processes like policy document reviews and offers features like version control, permission management, and mobile access. Templafy, on the other hand, emphasizes document creation and provides templates for common documents like quotes and contracts. Templafy also integrates with existing document management software and focuses on improving the user experience.

"...On top of that, the workflows really help us in maintaining our SOP...." Peer review by Abe S, Project Manager

"...It connects the programs you use for an intelligent and secure document workflow, from creation to storage. ..." Integrations

Why is M-files and Templafy the best choice for Sales Document Management?

M Files and Templafy both help manage sales documents. M Files provides a centralized location for storing and organizing documents, while Templafy focuses on standardizing document creation and ensuring compliance. Both allow for sharing documents internally and externally, but M Files offers more comprehensive features including version control and workflow automation. Templafy's strength lies in its ability to create standardized documents with pre-defined phrases and templates. However, Templafy is a relatively new system and may be more costly for smaller organizations.

"...Just a little learning curve and we are able to setup the different manual processes into a solid digital workflow for the office (e.g., filing for leave, routing of papers for approval, storing scanned copies of contracts and any kind of document in the office)...." Peer review by Clarwin Castro

"...Templafy is the smart way to manage, dynamically update, and share business document templates, content and brand assets throughout your organization...." Peer review from Templafy

What solutions does M-files and Templafy provide for Content Management?

M-Files helps organize and manage documents and information, and it allows for sharing and collaboration on documents. Templafy focuses on brand compliance and ensures documents adhere to company standards. Both tools manage content, but M-Files emphasizes organization and sharing while Templafy prioritizes brand consistency and compliance. The limitations of these tools are not discussed in the given comments.

"...We were looking for a comprehensive document management system to allow us the share our key documents...." Peer review by Ivan D., Software manager, Health, Wellness and Fitness

"...it saves time for the users Compliance in terms of branding, content and legal Easy to manage content Easy to distribute..." Peer review by Jeppe Hansen, Information Technology and Services

Why is M-files and Templafy the best choice for Collaboration?

M Files and Templafy both enable collaboration by facilitating file sharing and document management. M Files offers co-authoring and check-in/check-out tools to facilitate collaborative document creation. Templafy focuses on the creation of professional presentations and documents, allowing users to share and upload projects on various platforms.

"...M-files does an exceptional job of allowing everyone to work in a way that is natural and comfortable to them, while simultaneously allowing everyone to collaborate, work together, and find each other's documents. ...." Peer review by Sarah v., Records Administrator, Non-Profit Organization Management