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Template Documents like a professional

Automate your workflows with peace of mind.
Your data stays yours, always.
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How it works

Improve your document workflow in 3 simple steps.

1. Create Templates

Upload or design your Word/PDF templates once.

2. Automate with Data

Connect Templi to your CRM, ERP, or database. Fields fill automatically.

3. Save Time & Stay Secure

Documents generate instantly, GDPR-compliant, and always consistent.
Use cases

Discover where Templi makes the biggest impact.

Invoices & Quotes

Creating invoices and quotes is part of the daily routine in almost every business. Yet many companies still prepare these documents manually in Word or PDF — a process that’s not only time-consuming but also prone to errors.
Templi takes this burden off your shoulders by automatically filling templates with the relevant customer data.
Thanks to seamless integration with your ERP or CRM system, all key information — from pricing to payment terms — is inserted directly. The result: standardized, error-free documents that are ready to send immediately. This saves valuable time and eliminates the frustration of typos or missing details.
On top of that, Templi ensures that all your invoices and quotes have a consistent, professional design. Your company presents itself with a polished image and builds trust with customers and business partners.

Contracts & Forms

Contracts are the backbone of many business processes — from employment agreements and data protection policies to customer contracts. Creating these documents manually takes time and leaves room for mistakes.
With Templi, you design a template once and then automatically fill it with the right data whenever needed.
This not only speeds up document creation but also reduces the risk of missing important clauses or wording. Every employee works with the same standardized templates, ensuring consistency and legal reliability across the entire organization.
Forms — whether for internal requests or external customer inquiries — can also be dynamically filled with Templi and exported in multiple formats (Word, PDF). This avoids media breaks and makes internal processes much smoother.

Reports & Documentation

Regular reporting is part of everyday business — whether for projects, audits, or internal controlling. Compiling these reports manually is not only time-consuming but also prone to errors.
Templi automates the entire process by inserting up-to-date data directly into predefined templates.
The result: reports that are always accurate and complete. Your employees no longer need to copy data by hand or insert tables manually — instead, they receive ready-to-use documents at the click of a button. Reporting shifts from being a tedious chore to an efficient, streamlined process.
At the same time, Templi standardizes reports and documentation across your company. This creates transparency and traceability — a clear advantage during external audits or client projects.

Internal Business Documents

Beyond invoices, contracts, and reports, companies rely on many other documents in daily operations — from certificates and confirmations to internal guidelines. Too often, these documents are scattered across different locations, leading to outdated versions and inconsistent content.
With Templi, all your templates are stored in one central place. Any changes are made once and instantly available to the entire organization. This prevents inconsistencies, saves time, and ensures that everyone always works with the latest version.
For growing businesses, this centralized management is a major advantage. It creates clear structures, reduces administrative overhead, and makes onboarding new employees much easier.

Mass Letters & Communication

If you regularly send letters or emails to customers and partners, manually adjusting each one is extremely time-consuming. With Templi, you create a template once and then automatically personalize it with the relevant customer data.
This not only boosts efficiency but also improves the quality of your communication. Every recipient receives a tailored message, while your team avoids wasting countless hours on copy & paste. Personalization also strengthens customer relationships and leaves a professional impression.
Whether it’s event invitations, PDF newsletters, or formal correspondence — Templi ensures that all documents are consistently formatted and aligned with your corporate identity.
Your benefits

How can you profit with Templi?

100% GDPR-Compliant

If needed, Templi can be hosted entirely on your own infrastructure, giving you maximum control and security without external cloud services.

Effortless Integration

Templi offers a simple REST API. Whether it’s CRM, ERP, or accounting software, your documents may be automatically managed.

Continuous Updates

You benefit from ongoing improvements that keep Templi stable, secure, and up to date. Regular updates also bring new features, so the platform grows with your business.

Fast & Direct Support

Our support team is quick to respond and easy to reach. From setup to troubleshooting, you get the help you need without delays, ensuring smooth and reliable operations.
Join the beta program

Do we have your interest?

Be among the first to experience Templi. By registering early, you’ll lock in an exclusive 20% discount at release and get priority access to all updates.
Frequently asked questions

Everything you need to know about Templi.

Yes. Templi can be fully self-hosted and meets the strict requirements of the GDPR. All data stays within your own infrastructure — no external cloud providers involved.

Thanks to the REST API, Templi can be integrated into existing systems (e.g., ERP, CRM, databases) within just a few hours. Our documentation and code examples make getting started even easier.

Templi works with Microsoft Word (.docx) and PDF. Templates can be centrally managed and dynamically filled with your data. We also plan to introduce additional file formats and features in the future.

Companies save up to 40 hours per week and thousands of sheets of paper each month. On top of that, your processes become faster, more consistent, and less error-prone.

No. Templi is designed to be simple and intuitive. Templates are created in Microsoft Word as usual, and adding dynamic fields is straightforward to learn.

Yes. Templi is continuously improved with updates that deliver new features and security enhancements.

Our team is always available to help. We offer fast response times and provide hands-on assistance with integration, troubleshooting, and optimization.

Yes. We offer a 14-day refund policy, giving you the freedom to try Templi risk-free.

Contact us

Do you still have any questions?

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