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What is Templatise?
Templatise is an AI-driven solution designed to streamline document creation by automating the population of Microsoft Word templates with real-time data from external sources. It integrates seamlessly with Office 365 through an add-in, allowing users to set custom variables for personal data, dates, and calculated fields, which are then filled automatically from connected databases such as registries, CRMs, or active directories via API.
This tool enhances productivity by enabling users to draft, edit, and finalize documents in record time, with all variable data pre-inserted for further customization in Word. It supports flexible template structures and instant updates, making it ideal for repetitive document tasks in professional workflows.
Features
- Custom Variables: Set up variables for personal data, dates, calculated fields, and more with pre-set formats like text, date, money, and address
- External Data Integration: Fetch data instantly from external sources such as registries, CRMs, active directories, or any database connectable via API
- Word Add-In: Install the Templatise Add-In for Microsoft Word (Office 365) to draft templates immediately and finalize documents with variable data in place
- Flexible Template Structure: Add, remove, or edit variables as needed, with templates that can be tailored to specific workflows and updated instantly
- Efficiency Optimization: Save time by automating routine tasks, reducing errors, and allowing focus on higher-value work through faster document creation
Use Cases
- Automating client document generation in legal or financial firms
- Streamlining contract creation by populating templates with CRM data
- Generating personalized reports from database information in business settings
- Drafting standardized forms with variable data for administrative tasks
- Creating customized proposals or invoices with integrated external data sources
FAQs
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What external sources can Templatise connect to for data?
Templatise can fetch data from various external sources such as registries, CRMs, active directories, or any other database that can be connected via API. -
Is there a free plan available for Templatise?
Yes, Templatise offers a Basic plan that is always free, allowing users to test the solution with 1 template, unlimited users, and unlimited integrations. -
How does the Templatise Add-In work with Microsoft Word?
The Templatise Add-In is installed for Office 365, enabling users to draft templates directly in Word, set custom variables, and populate them with data from connected sources for faster document creation.
