Templater

Templater

New Generation Software
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About

Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.

About

Templater is a library designed to generate documents from existing Office templates. This allows you to create beautiful reports in a fraction of time compared to other solutions. Templater unique minimal and stable interface allows trivial integration into third party apps without the need for custom coding. Designers and domain experts will be much more productive by leveraging Microsoft Office tools. Your product can get a distinguishing feature through customization of templates by application users. Templater Editor for Microsoft Office will seamlessly integrate into Office tools and provide rich and helpful editing experience. Tag listing can be managed by your application to expose insights into your domain with additional information such as explanations/descriptions and examples. Tag detection and analysis will validate document for various issues and suggest resolutions to them with useful explanations.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and professionals in search of a solution to automate their B2B contract creation and management process

Audience

Users that want to generate documents from existing Office templates

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$55.42 per month
Free Version Not Supported
Free Trial Supported

Pricing

250EUR
SOLO license = 1 user / 250EUR with public support
Reporting team = up to 20 users / 1000EUR with email support for 1 year. Support renewal for 1 year = 300 EUR. Includes 1 Templater Editor license
Enterprise license = 1 location / 3000EUR with email support for 1 year. Source code access. Support renewal for 1 year = 500EUR. Includes 3 Templater Editor licenses
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • - Fast production of reports - Easy Debugging with addon extension - Good for complex or simple reporting - Really good support!
  • - customization - speed of development - stability - fast - easy to use, easy to extend - Templater editor is extraordinary - Support

Cons

  • - Not always super intuitive - Can be a harsh learning curve depending on templating experience from other libraries.
  • Nothing special. It’s really a library ahead of the competition and I don’t have much to add about the cons.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Doc2
United Kingdom
doc2.co

Company Information

New Generation Software
Founded: 2005
Croatia
templater.info/

Alternatives

Alternatives

Fluent

Fluent

Apryse
empower

empower

empower GmbH
Docmosis

Docmosis

Docmosis Pty Ltd
ExactDocs

ExactDocs

Solentive Systems

Categories

Categories

Document Generation Features

Batch Processing Not Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Digital Signature Features

Audit Trail Supported
Authentication Not Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Not Supported
Mobile Signature Not Supported
Multi-Party Signing Not Supported
Progress Tracking Not Supported
Task Progress Tracking Not Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Not Supported
Change Management Not Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Not Supported
Version Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Not Supported
Compliance Tracking Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Document Generation Features

Batch Processing Not Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Excel Not Supported
Microsoft PowerPoint Not Supported
Microsoft Word Not Supported
Salesforce Supported
Trustpilot Supported
Vtiger CRM Supported

Integrations

HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Excel Supported
Microsoft PowerPoint Supported
Microsoft Word Supported
Salesforce Not Supported
Trustpilot Not Supported
Vtiger CRM Not Supported
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