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(810)Connect and manage entire document ecosystems - Templafy
Top 53 Templafy Alternatives : 2025
Intelligencebank DAM
Transform Your Marketing Operations
Intelligencebank DAM is a marketing software that helps to save time, reduce risk and unleash the power of the content. It also maintains brand compliance, consistency and efficiency across all areas of marketing by managing the content lifecycle, transform files on the fly, and find, share and distribute assets seamlessly. ...
Intelligencebank DAM allows the team to easily access, edit and use files they need, transform and distribute assets directly into websites and marketing channels, finds approved content faster than ever, track what’s important and stay compliant, automate local marketing with creative templates, and also achieves marketing efficiency and brand compliance across your entire MarTech stack.
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires. ...
Its cloud-based software utilizes a patented document import process, an Artificial Intelligence (AI) enabled content library and export templates for consistent formatting, enabling users to make workflow more efficient. It supports RFP and security questionnaire responses, creates and manages sales proposals, and resolves inefficiencies rooted in decentralized and inaccessible content and knowledge. Its robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and harness the power of the knowledge and content across their teams.
Key features include dashboards, proprietary import and export technology, RFP progress tracking, intelligent and adaptive knowledge base, collaboration, custom auto-respond, and more. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video and others.
Hyland Governance
Information Governance Software
Alfresco-RM, an information governance software by Hyland, ensures compliance and data protection. It minimizes risks and prevents information overload efficiently.
IntelligenceBank
The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.
IntelligenceBank marketing operations software helps content marketers manage digital assets, approvals, and compliance. It integrates DAM, brand guidelines, workflows, and calendars for streamlined project management. ...
Hyland
The platform to power content innovation
Alfresco Platform is an open, modern, and secure system. Process and content are intelligently activated to accelerate business flow.
WeTransfer
WeTransfer - cloud based file transfer service
WeTransfer is a cloud-based platform that provides a simple way to send files across the world. It creates an easy platform for people to send big files without any sign-up. WeTransfer discovers ...
Sertifi
A Leader in Frictionless Business
Sertifi is an agreement platform built for businesses to finalize their agreements securely, efficiently, and conveniently. It helps to enhance customer relationships and increase sales and revenue. ...
Sertifi helps businesses to send and collect agreements and payments by bringing it all into one secure platform. It automates business processes, saves time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with the company.
Some of the features of Sertifi include ability to streamline workflow processes and improve communication, customers to sign either electronically or print, sign, and fax, audit trail, integrate with leading applications, real-time updates, and many more.
Virtual Cabinet
Simplify your work with document management
Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide. ...
Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.
Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.
Docsvault
Best Document Management Software
Docsvault is a Document Management Software that allows to capture, centralize, manage, and secure all paper documents, electronic files and emails. It helps companies manage, share and collaborate on documents easily. ...
Docsvault is feature-rich document management software with all the tools for a complete conversion to a paperless office. It comes with version control, scanning, OCR, full-text indexing, search, audit trail, inbuilt PDF editor, document preview, document workflow, task management, automatic and incremental backups and more. It provides instant email notifications and audit trails for activity monitoring. Docsvault allows users to create workflows to eliminate repetitive tasks such as document revisions and leave applications.
Some of its features include centralizing paper documents and electronic files, document relations allow grouping and easy access of documents filed in different locations throughout the repository, document scanning and digitization, create, edit and save MS Office documents, and more.
GanttPRO
GanttPRO - Online project management solution based on Gantt charts
GanttPRO is an online Gantt chart maker for professional project management. Users can sign up for free to plan, create, and manage projects quickly.
FlowMapp
UX online planning tools for creating visual customer journey maps, user flows, sitemaps, and personas
FlowMapp is an online tool for creating a visual sitemap that helps to effectively design and plan a better UX for websites. It collects, organizes and stores requirements for the development of websites and apps using an interactive Sitemap and User Flow. It also helps to plan user experience and improve customer journey paths. ...
It helps in Flowchart diagrams to improve user experience and plan user journeys. It creates interactive and visual sitemaps for website planning and managing web development projects. Also, exploring the target audience's expectations, concerns, motivations and so on.
Some of its features are creating and customizing every flow, share projects with teammates and clients, online collaboration to make flowchart creation engaging, export and integrate the flow chart, minimize the amount of software and tools, ability to store files and contextual organization of communications and more.
XaitPorter
Document Collaboration Software with high impact for high value documents
XaitPorter is an all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. It enables teams to increase the quality of business-critical documents while reducing the speed and cost it takes to produce documents. ...
XaitPorter has a built-in workflow with access control, single-source, automatic formatting, layout and numbering. It helps users focus on their content from efficient project management, offers real-time collaboration, and the ability to create documents more efficiently. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents.
XaitPorter features include work on a document from anywhere, at any time, Writers may edit different parts of a document at the same time, auto-formatting and numbering, Custom layout, Reuse content, export document to a variety of formats, including PDF and MS Word and more.
SignNow
Electronic Signatures | SignNow
SignNow is an electronic signature software platform that allows users to create an electronic signature from anywhere. It allows businesses to capture legally-binding signatures across a range of documents through any device, with native mobile apps for iOS and Android. It provides solutions for small, midsize and large businesses. It saves time and costs involving paper-based documents and workflows. ...
It enables users to sign documents and request for documents to be signed by other parties while maintaining industry compliance. With SignNow, static processes like creating, printing, sending, or faxing documents to signers to affix their legally binding signatures are virtually eliminated. It supports both single and multi-party signing, and offers cloud storage integrations, authentication tools, customizable branding, shared templates, and more. Users can manage documents and templates, with the ability to import documents from Microsoft Word, create and share documents with team members, generate templates for commonly-used documents, merge existing documents, and view document previews.
signNow enables the sending of bulk invites to multiple recipients, definition of set signing orders, and setting of expiration dates on document signing links. Signers are able to decline to sign documents, and can change their minds later on, with an automatic reminder delivered after 24 hours. It can be integrated with programs such as Salesforce, Office 365, Google Apps and Google Drive.
Adobe Document Cloud
Store and share PDF files in the cloud and access them on the go
Adobe Document Cloud is a service from Adobe to store and share PDF files in the cloud and to access them on the go. It helps to improve digital presence and improve visibility. Adobe Document ...
Some of the features of Adobe Document Cloud include create, edit, export, & sign PDF files, convert office files to PDF, customizable templates, API integration, Audit trial, customizable templates, content filtering, and many more.
Newgen OmniDocs Contextual Content Services (ECM)
Anytime-anywhere content access and document management
Newgen OmniDocs Contextual Content Services (ECM) excels in complex industries like Government and Financial Services, supporting workflows with robust content, engagement, and collaboration tools, alongside comprehensive compliance and integration features. Templafy, appealing to a broader range of business sizes, specializes in document management and brand consistency, favoring sectors such as IT and Consulting. It ensures strong compliance and scalable integration, targeting sales and brand-building activities. These distinctions highlight the tailored approach each platform takes towards specific industry demands and organizational scales. ...
Onshape is a product development platform integrating all necessary tools from conception to production. It enables efficient collaboration and streamlined workflows.
Lucidchart
Online Diagram Software & Visual Solution
Lucidchart is an intelligent diagramming application for visual collaboration and real-time creation of flowcharts, mockups, and UML diagrams. Sign up for free now.
PandaDoc
PandaDoc - Sales Documents That Close - Proposals, Quotes ...
PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. ...
PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are powerful CRM integration, template and contenet libraries, industry-leading analytic and eSignatures and payment processing. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.
PandaDoc helps to simplify processes and increase efficiency across the entire organization when integrated with existing CRM, payment, and file storage apps into a single workflow. User can create custom-made, personalized proposals in minutes and easily collaborate with others within their proposals. It is possible to share documents within the organization's departments, or defined groups of people.
FileHold Document Management Software
Full-featured Document Management Software | FileHold
FileHold Document Management Software secures, makes compliant, and searches documents and records. FileHold Systems offers DMS for efficient workflow management.
Document Locator
ColumbiaSoft - Document Management
Document Locator is an Enterprise document management software that is designed to improve and automate document-centric business processes. It is integrated with Microsoft Windows and offers version control, document workflow, paperless scanning, email management and other services. It enables businesses and government agencies to reduce financial liability, improve productivity and reduce costs. ...
It speeds up processes and eliminates errors in business by replacing manual paper-driven procedures with electronic filing, routing, reviews, and approvals. It converts scanned paper to searchable digital files, automatic version or revision controls to track changes, making it possible to retrieve prior instances, edit or promote sub-versions and view complete audit trails. Document check-in and check-out prevent information loss and allow multiple users of various access levels to work collaboratively.
Key features include automating file versioning, full-text search of the contents of files, paperless electronic forms processing, approval, workflow, scanning, web access, and security.
Dropbox Professional
Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.
Dropbox Essentials helps professionals manage their businesses efficiently. It ensures time-saving and streamlined operations for self-employed individuals.
Evernote
App designed for note taking, organizing, task management, and archiving
Evernote is a note taking application that helps keep information organized and handy with capability to include text, images, audio, scans, PDFs, and documents to the notes. It supports customized formatting and helps sync up easily with other tools. ...
Evernote helps create a clutterless environment by reducing need for hard copies, economizing on storage space and enabling back-up copies in addition to allowing shared access. It allows saving of web pages without the ads, and marking up and highlighting text, and recognising handwritten notes.
Evernote’s Spaces feature provides for collecting and organizing team ideas, which can be shared and forwarded further for converting ideas into action. The templates feature helps organize notes quickly, saving time and effort, and is made customizable and reusable .
Xtensio
Create powerful business content together
Xtensio is a platform for teams to create and share business content collaboratively. Beautiful living documents are produced and managed efficiently.
CapLinked
Virtual Data Room | CapLinked
CapLinked offers intelligent and user-friendly virtual data room features. These tools are designed to help users close more deals efficiently.
R2 Docuo
Document Management & Workflow Software | R2 Docuo
R2 Docuo and Templafy both excel in the Content Management Systems category, providing robust support for businesses in different domains. R2 Docuo emphasizes workflow and sales document management catered to large enterprises and sectors like telecommunications. Templafy, on the other hand, boasts advanced content capabilities and features like AI, appealing to firms in IT and HR industries. ...
Revver
Document Management Software to solve most common business challenges
Revver Formerly eFileCabinet is the all-in-one document management software solution that enables businesses to run their organization with more power and efficiency from automation and workflow creation, to customizability and control. It helps to improve client relationships and focus on revenue-generating tasks. ...
Revver helps to solve some of the most common business challenges and tackle projects big and small with the easiest way to do teamwork and work together seamlessly. It modernizes the workflow with effortless remote work, and highly customizable safeguards, keeping the business’s security worry-free.
Its features include cloud or on-premise storage for all the documents, securely working with the documents anywhere, never losing a file, sharing documents instantly, worry-free, automated data entry, and more.
Nitro Productivity Suite
PDF, Electronic Signatures & More - gonitro.com
Nitro Productivity Suite is a PDF productivity and e-signing tool that reduce printing and enable 100% digital workflows, usage insights, and easy user management all in one simple solution. It helps to improve ROI and stakeholder relations. ...
Nitro Productivity Suite combines PDF productivity at the enterprise-scale with an unlimited eSigning tool to deliver one easy-to-use, affordable solution that helps enterprises. It also provides tools to simplify PDF editing and eSigning.
Some of its features include create, convert, combine and share PDF files from any web browser, makes applying and requesting signatures more agile, and integrations with Dropbox, Google Drive, OneDrive, and Box enables to easily access and work with the documents, regardless of where they’re stored in the cloud.
PairSoft
AP Automation and Document Management software
PairSoft and Templafy stand out in the content management systems category with distinct features. While PairSoft emphasizes workflow solutions and robust support for enterprise environments, Templafy focuses on sales document management and flexibility for diverse industries. Both offer 24/7 support, but PairSoft emphasizes integration, while Templafy offers significant document sharing capabilities. Their specific strengths define their appeal to different business scales and needs. ...
Concord
The Contract Success Platform
Concord is an online contract management solution. It is designed to help companies create new contracts and keep track of existing contracts. It allows businesses to automate contract management and e-signature processes and is suitable for all types of businesses and industries, ranging from freelancers to multinational corporations. ...
Concord creates, signs, and file contracts, without the need of doing manual contract management ever again. It is designed to manage contract authoring, track approvals, enforce workflows and audit contracts. Users can edit contracts directly through an online interface and legally binding contracts with the system's e-signature functionality.
Concord features include template building, real-time editing, approval workflows, E-signature, renewals and deadlines, storage and retention, reporting, and integrations.
Onehub
Cloud Storage & Data Room Services
Onehub is a cloud storage and online document sharing and collaboration solution that allows to stay hyper-organized and access the documents from anywhere through exact authorization controls that limit abilities by roles like viewer, creator, and administrator. It helps to enhance customer relationships by communicating more effectively and securely. ...
Onehub stores and shares the files in a polished, thoughtfully branded client portals using logo and brand where the client portal provides private workspaces for each client. It aims to provide the best cloud storage security in the business including role-based permissions, audit trails, session timeouts, and two-factor authentication empower to keep the content protected with ease. It also allow to seamlessly view or interact with the content, engage and inform customers using comments and tasks and much more.
Its features include stealth collaboration, non-disclosure agreements, document watermarking, automatic indexing, full audit trails of all activity, embedded sign in forms, automatic indexing, automatic file deletion and many more.
QorusDocs
Powerful proposal management tools for accurate responses to RFPs
QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error-free, and include data insights proven to lead to better win rates. Easily produce high-quality proposals that give the team the best chance to win. ...
QorusDocs is used by Sales and Marketing Management teams in industries such as Managed IT Services, Legal, SaaS and Professional Services creating quick and accurate responses to RFPs. It increases win rates and simplifies the RFP process to boost sales velocity.
QorusDocs features provide AI-powered content recommendations and make proposal creation easy with the auto-answer feature that searches the content library for adding the relevant content elements. The software enables seamless collaboration and secured sharing features that help drive content optimization and consistency for a distributed workforce.
M-files
Intelligent Information Management Solutions
M-files and Templafy are both content management solutions catering to different business needs. M-files excels in handling complex workflows and large-scale operations, with features like powerful AI, analytics capabilities, and extensive integration options. It's designed for large enterprises, particularly in IT and automotive industries. Templafy focuses on improving branding and document management for mid-market and small businesses, offering compliance and custom reporting in sectors like HR and consulting. These distinctions make M-files suitable for organizations needing robust workflow and integration capabilities, while Templafy is ideal for companies prioritizing branding consistency and document management. ...
DocuVantage OnDemand
Document Management Software to manage documents and information
DocuVantage OnDemand and Templafy cater to distinct user needs within the content management systems space. DocuVantage focuses on enterprise solutions with robust workflow and document management, while Templafy offers extensive features for a wide range of business sizes and industries, excelling in content and document management. ...
Upland FileBound
Workflow Automation Software & Document Management
Upland FileBound excels in workflow management and collaboration, focusing on industries such as education and non-profits. With robust support options like 24/7 assistance and comprehensive training, it's ideal for mid to large enterprises. Templafy is strong in sales document management, catering to IT industries with features enhancing brand awareness and customer relationships. Its broad integration capabilities appeal to large enterprises and those seeking robust compliance features. Both offer strategic content management, but cater to distinct user needs. ...
Egnyte
Fyber FairBid - Fyber is a holistic publisher platform
Egnyte offers a comprehensive suite of capabilities such as collaboration and document management, appealing to large enterprises aiming to optimize IT spend and secure remote work. Templafy, with its focus on sales document management and compliance, serves smaller and mid-market organizations looking to enhance internal communications and build brand awareness. Both cater to different user segments and provide essential tools for businesses to streamline operations according to their size and industry requirements. ...
Kiteworks
Secure Content Communication Platform
Kiteworks is a Collaboration Software. It is a secure file-sharing and collaboration solution that enables internal and external sharing of content. It enables businesses to efficiently ...
The Kiteworks platform offers CISOs the security and governance required to safeguard their companies, reduce risk, and comply with stringent legal requirements including FISMA, GLBA, GDPR, HIPAA, and NIST 800-171.
Folderit Cloud DMS
Folderit - Document Management System
Folderit offers a user-friendly, secure document management system for going paperless. A free trial is available.
Ombud
Enable better decisions
Ombud provides sales effectiveness and content collaboration software to help sales teams reduce effort by 50% or more and spend more time selling. It allows organizations to identify the best content, automate repetitive curation tasks, and improve overall collaboration efficiency. ...
Ombud combines content collaboration, project management, and machine learning to streamline the creation of sales documents like RFP responses, security questionnaires, sales proposals, statements of work, and much more. It consolidates all content in one place providing a single source of truth for revenue teams .
Ombud features include document generation and authoring capabilities, automatic content additions, intelligent search categorizes and prioritizes, content flagging can push inaccuracies, streamlined workflows, data security, and more.
SmartVault
SmartVault - Online Document Storage and Secure File Sharing for Business
SmartVault offers online document management and secure file sharing for businesses. Files can be stored, managed, and shared efficiently.
NetDocuments
Cloud-based document and email management service
NetDocuments and Templafy both cater to the Content Management Systems market but with distinct focal strengths. NetDocuments is popular in the legal sector, excelling in security and collaboration tools suitable for large enterprises. Templafy fits well with tech industries, supporting brand-building and internal communication goals while offering robust report integration features. Both offer 24/7 support but differ in primary channels, user segments, and operational alignment. ...
Docusign CLM
DocuSign CLM: Automate agreement life cycle
Docusign CLM allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The result is an accelerated pace of doing business, increased compliance, and more efficient employees. ...
Docusign CLM automates manual tasks, orchestrates complex workflows, and eliminates bottlenecks to get work done faster and more accurately, increase compliance, and improve customer experiences. DocuSign CLM delivers robust functionality that's easy to implement, use, and extend across the entire organization.
Docusign CLM features include flexible, configurable workflow, automate with workflow templates, seamless document generation, centralized searchable repository, support for collaboration and negotiation, clause library, rich integrations, and more.
ShareFile Virtual Data Room
The secure way to stay deal-ready
ShareFile's VDR solution is trusted by both small businesses and enterprises for managing complex, confidential deals. Security and efficiency are prioritized.
docuvita document management system
Document management system for the centralized management of data
Templafy and docuvita document management system both serve as powerful content management solutions, yet they cater to distinct needs. Templafy excels in helping businesses manage sales and contract documents with robust compliance and reporting features, ideal for IT and HR sectors. Docuvita, on the other hand, strengthens workflows and digital presence, especially for industries like education and insurance, through its efficient data handling and security features. Each system aligns with different business scales and industry demands, offering diverse support options. These nuances guide businesses to choose the right solution for their specific operational and strategic requisites. ...
Hyland ECM
Organize and optimize all content and assets across the entire organization.
Alfresco ECM is an Enterprise Content Management software that is scalable and customizable and can be deployed on cloud, on-premises and hybrid-cloud configurations. It can be used in industries such as Financial Services, Healthcare, Manufacturing and more. ...
Alfresco ECM has a cloud native architecture enabling scalability and accessibility and integrates with other applications. Its capabilities include Document management, Document Scanning and Capture, Enterprise Collaboration, Information Governance, Intelligence and Analytics.
Alfresco ECM enables content management and processes to work in sync enabling optimization of information flow through the organization. The standards-based process engine ensures the content supports the business goals. Information Governance features include compliance and controls to reduce business risk, automated records life-cycle management from capture through retention and final destruction. It enables secure access to content from anywhere with file share and collaboration made possible over a variety of channels such as web browsers, mobile apps and more.
GreenOrbit
Intranet Software. Everything you need built in.
GreenOrbit offers innovative intranet solutions to boost productivity and collaboration. Businesses can transform their workplaces with built-in features for success.
AODocs Platform
AODocs - Cloud Document Management
AODocs Platform excels in workflow management and compliance, tailored for large enterprises in IT and legal services. It focuses on enhancing customer relationships and ensures 24/7 support. Templafy prioritizes sales document management and best practice scaling, with notable features in compliance and custom reporting. It is favored by large enterprises in IT and software, offering robust integration features. Each product addresses distinct operational needs, providing unique strengths for content management and customer engagement. ...
DocFinity
ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION
DocFinity predominantly facilitates operational needs like sales document and workflow management. It appeals to those needing robust document handling and security. Templafy, on the other hand, excels in enhancing brand presence and communication, offering diverse support channels. It's favored across large enterprises and several industries. DocFinity aligns with mid-market operational requirements, while Templafy adapts to a wider scale catering to both small businesses and large enterprises. ...
DocLink
DocLink - Secure Document Management Solution
DocLink enables companies to go paperless, boosting productivity and efficiency. Integration with ERP software ensures ease of use for the entire team.
IBM FileNet Content Manager
IBM FileNet Content Manager - Enterprise Content Management
IBM FileNet Content Manager offers low-code tools for business application creation. It supports deployment on any cloud.
Microsoft Sharepoint
Microsoft - Official Home Page
Microsoft Sharepoint and Templafy serve diverse content management needs but cater to different scales and industries. While Microsoft Sharepoint emphasizes extensive collaboration and integrative features, well-suited for larger teams, Templafy targets specialized document management and compliance tasks, ideal for structured environments. Microsoft Sharepoint dominates in IT and educational sectors, with broad customization options, while Templafy is tailored more towards human resources and management consulting, offering simplified user experience and document handling support. ...
MSBDocs
MSB Smart Document Solutions
MSBDocs is an electronic signature platform that enables hassle-free digitization of tedious and cumbersome paper-based documentation. It is secure, compliant, scalable and holistic e-signature and smart document solutions. It leverages the power of automation to drive unmatched efficiency, fortified document security and cost optimization with MSB Docs. It helps to accelerate business, drive unmatched value, minimize the back and forth, and eliminate low-value manual tasks. ...
It enables effortless signing from anywhere, anytime, eliminating wasteful back and forth, maximizes efficiency, bulk signing, driving productivity, accelerates business processes, fortifies document security, and unlock extraordinary business value. Its templates enable clients to standardize processes and create streamlined workflows, prepare any document, agreement, deal or quotation with just a few clicks with our smart, customizable and reusable templates.
Questys Enterprise Content Management
Enterprise Content Management | Harris ERP - questys.com
Questys Enterprise Content Management and Templafy both offer robust solutions for Content Management. However, they cater to different needs and industries. Questys focuses on comprehensive management and workflow solutions, ideal for enterprises requiring extensive compliance and security features. On the other hand, Templafy excels in sales document management and brand enhancement, suitable for a wider range of industries, including IT services and consulting. ...
