Use your own template or draft new one with Templatise Add-In
Save time on Word templates: populate, edit and draft faster
Use Word template ➔
Fill it with client's data faster➔
Fetch data instantly from an external source (could be registries, CRMs, active directories, or basically any other database that can be connected via API)
Finish the document in record time
Work faster, reduce errors, and stay focused on what matters
How it works
01.
Start with a document
Draft your frequently used document templates in Word
02.
Set custom variables
Set up variables for personal data, dates, calculated fields, and more.
03.
Fill in with real data
- Edit questions
- Click “Create a document”
- Save and export .docx
Benefits
Maximize efficiency and save your client’s time by removing routine tasks
Flexible structure
Add custom variables with a pre-set format: text, date, money, address, and more. Craft the ideal template tailored to your workflow.
Edit Once – Update Instantly
Fill in the variable data for each new case in seconds. Easily remove or add as many new variables as required.
Finalize in Word
Need to insert extra details into the document? Do it in Word, with all variable data already in place.
Optimize Document Drafting with the Templatise Add-In for Microsoft Word
Install the add-in for Office 365 and start drafting templates immediately.
Pricing plans
Basic
Always Free
Best option
to test our solution
1 Template
Unlimited Users
Unlimited Integrations
Team
Unlimited Templates
Unlimited Users
Unlimited Integrations
Workspaces
Templates Approval
Microsoft Entra ID Integration
External Users Access
Enterprise
All in Team +
Custom Templates
Dedicated Support
Advanced Security Features
Onboarding and Training
Contact us
Tell us your challenge and we’ll get back with a solution.
Mail us info@templatise.it
Or call +47 998 549 81
