End user tutorials

End user tutorials

Templafy walk through

34 views July 03, 2025

In this video you’ll get a qiuck overview of Templafy and some of our most used functions in the...

End user tutorials

Templafy agent in Copilot for PowerPoint

324 views May 02, 2025

Rick Johnson is an sales executive who uses Templafy agents in Microsoft 365 Copilot to create...

End user tutorials

Document agents for Salesforce

288 views May 02, 2025

This video showcases the unattended document generation capabilities of Templafy. Once the sales...

End user tutorials

Proposal Generation from Salesforce with AI and...

483 views October 07, 2024

Zoe starts from Salesforce and creates the proposal with the help of AI

End user tutorials

Templafy - AI-powered document generation

1,195 views November 04, 2024

Zoe uses various AI features of Templafy to create a proposal in PowerPoint

End user tutorials

DOC GEN API

4,487 views March 19, 2024

End user tutorials

Automated Quote generation in Salesforce

398 views August 07, 2024

Create critical business documents automatically with flexible templates and up-to-date data...

End user tutorials

One-Size Email Signature Web add-in Setup guide

814 views July 31, 2024

A guide to getting started with your new Templafy Email Signature in the web addin.