Tool profile
Templafy: cost, fit and limits
Templafy is an agentic document generation platform made by Templafy, headquartered in Copenhagen, Denmark, that lets enterprises generate proposals, contracts and presentations from approved templates, brand rules and company data. It works inside Microsoft Office, Google Workspace and Salesforce and connects to AI assistants through MCP.
What to know first
Templafy sells to large organizations, and its pricing page offers a pricing request instead of figures. Its Document Agents draft business documents under admin-set rules, and companies can plug in their own AI models and retrieval. Its security FAQ is unusually specific about regions, model providers, retention and training, which is what a risk team will want to read first.
Templafy at a glance
| Maker | Templafy, Denmark |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | Yes |
| Category | Best AI Document Generation Software in 2026, rank 9 of 10 |
| Website | templafy.com |
Who Templafy is best for
Law firms and consultancies
Document types named on the page include engagement letters, audit reports, legal documents and contracts, all drawn from approved templates with brand and compliance rules attached.
Microsoft 365 organizations
The platform lists Microsoft Office apps and Copilot for Office 365 as integration points, plus an AppSource listing, so staff create files inside tools they already use.
Salesforce-centered sales teams
A Salesforce AgentExchange listing and CRM data pulls mean proposals can be filled from account records, with Document Agents applying approved wording.
Companies with their own AI stack
Organizations can integrate preferred AI models and retrieval-augmented generation, which keeps sensitive information inside controlled systems. Teams with restrictions on sensitive data can plug in their own model, which the page links to governance guardrails.
Templafy plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Platform subscription | Quote only | The site offers a Request pricing option and prints no figure; scope depends on departments and integrations. |
| Document Agents | Not shown on the pages read | Admin-controlled agents that follow brand and compliance rules, starting generic and moving to specialized agents for critical documents. |
| Templafy MCP | Not shown on the pages read | Connects ChatGPT, Claude, Copilot, Gemini and Perplexity to approved content and business data to produce editable Office documents. |
| Document Generation API | Not shown on the pages read | Programmatic access for generating documents from templates and data inside other systems; pricing is not published. |
Checked November 2026.
What Templafy does
- Document Agents
- Admins configure agents that generate documents from templates, brand guidelines, existing content and client data from CRM or ERP systems. The page describes a path from generic agents to specialized ones for more critical documents.
- Templafy MCP
- ChatGPT, Claude, Copilot, Gemini and Perplexity can connect to approved content and data and return editable Office documents, so a user asking an assistant still gets output that follows company templates.
- Rules plus AI
- Rules-based templates can be combined with AI-generated content or used alone. The vendor describes patented rules-based automation and says AI content stays tied to company data and expertise.
- Bring your own model
- Organizations can integrate their own AI models and RAG. The security FAQ separately lists Microsoft Azure OpenAI as the provider for its Document Agents and AI Assistant.
- Central governance
- Admins control agents with guardrails and company-approved knowledge, and the platform publishes a data processing agreement and a security and privacy FAQ. Access to approved knowledge is managed centrally, so agents draw only from content the company has cleared.
How Templafy handles your data
Templafy's security and privacy FAQ states that customer data is not used to train any AI models Templafy uses. Templafy One and the analytics platform run in the EU/EEA, and Templafy Hive storage is chosen by the customer from the EU/EEA, US, Australia or Canada and cannot be moved afterward. Customer data is deleted 90 days after contract termination, and Microsoft and Google keep abuse-monitoring data for 30 and up to 55 days. A SOC 2 report is available on request, and the platform is certified under the EU-US Data Privacy Framework.
Where Templafy falls short in practice
- No printed price. The pricing page offers only a request form, so a buyer cannot compare cost with the self-serve tools in this ranking before a sales conversation.
- Region is fixed for Hive. Hive storage region cannot be moved after selection, and AI features follow it. A company that may relocate data later should choose the region carefully.
- Multiple model vendors involved. The FAQ names Microsoft, Google and Perplexity for different AI features, so the vendor review covers more than one subprocessor, each with its own retention.
Works with
Alternatives to Templafy
Templafy: common questions
Does Templafy train AI models on customer documents?
The security and privacy FAQ states that customer data is not used to train any of the AI models Templafy uses. It also lists the model providers, Microsoft Azure OpenAI, Google and Perplexity, for specific features. A SOC 2 report is available on request.
Where is Templafy data hosted?
Templafy One and the data analytics platform run in the EU/EEA. Templafy Hive lets the customer choose the EU/EEA, US, Australia or Canada, and the choice cannot be moved later. Hive AI features follow that region. Pick the Hive region carefully because AI features follow it.
What happens to my data when I leave?
Customer data is deleted 90 days after contract termination, or sooner if you delete it. SQL backups are kept for 90 days, and encrypted backup copies may persist up to 180 days for selected services. Microsoft keeps abuse-monitoring data for 30 days and Google for up to 55.
Can Templafy work with ChatGPT or Claude?
Yes. Templafy MCP connects ChatGPT, Claude, Copilot, Gemini and Perplexity to approved content and business data, producing editable Office documents that follow the company's templates and rules. Templafy lists Claude, ChatGPT and Copilot as connected assistants, alongside a Document Generation API.
Does Templafy publish its prices?
No. The home page offers a Request pricing option and describes a low and predictable token cost without figures. Expect a sales process and compare it with the printed prices of API-first vendors. Docs, API and MCP access are described, but none of those pages carry a number.