Templafy B2B Case Studies & Customer Successes

Templafy is a fast-growing B2B Software-as-a-Service company, helping over 3.5 million users. 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. With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

Aarhus University achieves streamlined workflows and consistent branded documents with Templafy

Aarhus University

Pia Hvid Tønnesen

Digital Project Manager

How Aquin enhances M&A deal outcomes with better documents

Aquin

Petra Cisneros

Mergers & Acquisitions Associate

How document automation saved BDO Canada $1.65 million in one year

BDO Canada

Brion Hendry

Partner and Assurance Innovation Leader

BDO Norway achieves a unified brand worldwide with Templafy

BDO Norway

Caroline Wilander

Marketing Manager

Bonava achieves consistent global branding and real-time template distribution with Templafy

Bonava

Jeanette Ousdal

IT Operations Coordinator

Capital Region of Denmark achieves centralized cloud template management and seamless Office 365 migration with Templafy

Capital Region of Denmark

Anonymous

Cofidis Retail achieves faster, on‑brand PowerPoint creation and improved brand consistency with Templafy

Cofidis Retail

Chloe Lehembre

Public Relations Manager

Coloplast achieves a rapid, IT-free global brand relaunch with Templafy

Coloplast

Wakana Pivoteau Sakihama

Head of Corporate Branding

EG A/S achieves greater efficiency, brand consistency, and time savings with Templafy

EG A/S

Stig Reinholdt Olsen

Visual and Graphics Specialist

How ERM strengthens brand reputation with Templafy

ERM

Sarah Middleton

Marketing Director

Etex achieves simplified multi-brand management and global brand consistency with Templafy

Etex

Malcolm Stamper

Corporate Brand Coordinator

How Everest Group simplifies global document management

Everest Group

Elizabeth Boudrie

Senior Vice President

Global Shipping Group achieves global brand consistency and maximized brand-refresh impact with Templafy

Global Shipping Group

Anonymous

How AI helps hhpberlin build safer, smarter projects

hhpberlin

Stefan Truthän

Former CEO

How IComm increased its win rate with proposal automation

IComm

James Bruce

Senior Pre-sales Architect

If P&C Insurance improves document accessibility and quality with Templafy

If P&C Insurance

Anna Andersson-Solja

Marketing Project Manager

Leading Nordic Entrepreneur Company achieves global brand consistency with Templafy

Leading Nordic Entrepreneur Company

Anonymous

Leading Scandinavian insurer If P&C Insurance achieves faster, compliant document creation and improved document quality with Templafy

Leading Scandinavian Insurance Company

Anonymous

Live Oak Bank achieves streamlined, compliant scaling of client deliverables with Templafy

Live Oak Bank

Micah Davis

Chief Marketing Officer

Global market research agency LRW achieves worldwide brand consistency and reduces proposal build time from hours to minutes with Templafy

LRW

Alex Steging

VP, Account Manager

Magic Circle law firm achieves secure, global document compliance with Templafy

Magic Circle Law Firm

Anonymous

Marel achieves centralized, cloud-based template management and consistent on-brand documents with Templafy

Marel

Björgvin Brynjólfsson

Digital Marketing Manager

How Material+ is streamlining global sales enablement

Material+

Alex Steging

Vice President/GM, Insights

How Mercuri Urval implemented a global brand refresh using Templafy

Mercuri Urval

Moa Wennlöf

Business Improvement Manager

Microsoft Azure achieves secure, centralized enterprise email signature management with Templafy

Microsoft Azure

Sajan Parihar

Director

Milestone Systems achieves global brand consistency and streamlined sales enablement with Templafy

Milestone

Patrick Bloem

Brand Compliance Manager

Mott MacDonald achieves centralized global template management and faster, reliable document creation with Templafy

Mott MacDonald

Graeme Bland

Head of IT for productivity & project applications

MT Højgaard achieves consistent, on‑brand document creation with Templafy

MT Højgaard

Henrik Hommelgaard

Branding and Design Manager

Novicell achieves consistent, on-brand documents and boosted sales enablement with Templafy

Novicell

Tobias Lybech Bojesen

Digital Product Manager

PANDORA achieves global brand consistency and secure, up-to-date Office templates with Templafy

Pandora

Kristian Lysgaard

Director, Corporate Communications

PARK NOW achieves brand consistency and centralized access to up-to-date assets with Templafy

PARK NOW

Loes Meys

Head of Marketing Operations

Ramboll achieves brand consistency and faster on-brand document creation with Templafy

Rambøll

Roos Nederveen

Senior Consultant, Corporate Branding

S‑RM achieves full control of content and brand assets with Templafy

S-RM

Sam O’Dowd

Senior Designer

SEB achieves brand-consistent, time-saving access to documents and templates with Templafy

SEB

Lars Emanuelsson

Visual Communicator, Investor Relations

How SSI SCHAEFER automates its quotation process with Templafy

SSI SCHAEFER Group

Franziska Malev

Quotation Tool Administrator

Stanton Chase achieves consistent global visual identity and streamlined document compliance with Templafy

Stanton Chase

Franz Rois

Marketing Director

Aligning a global brand and 24k employees with Tietoevry

Tietoevry

Kaisa Nummela

Portfolio Owner, Digital Channels

University of Southern Denmark achieves centralized content access and consistent branding with Templafy

University of Southern Denmark

Mikkel Larris

Graphic Designer, SDU Communications

White Arkitekter future-proofs its workplace and secures brand consistency with Templafy

White Arkitekter

Mattias Eriksson

Digital Design & BIM

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