Quick solution to give users the power to build custom documents FAST
Use Cases and Deployment Scope
We were looking for a solution to "build" documents from search results. We came upon Templafy as a system that could help solve our challenges. We wanted to scrape a website, but allow a user to make selections to tailor the output, Templafy was able to index everything and create an easy to use interface for a user to make selections and BOOM a document is built that they can take forward.
Pros
- Simple user interface to make choices and see results
- Puts the power of customization in the users hand
- Quick set up and powerful
Cons
- Customized interface to fit more with a brand or style
- Web interface and not being dependent on microsoft software
Most Important Features
- easy of use
- quick deployment
- user expereince
Return on Investment
- Reduces search hours by half
Alternatives Considered
Nintex Drawloop DocGen for Salesforce
Other Software Used
Wrike, Adobe Analytics