Templafy vs InCopy

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Our analysts compared Templafy vs InCopy based on data from our 400+ point analysis of Document Generation Software, user reviews and our own crowdsourced data from our free software selection platform.

Templafy Software Tool
InCopy Software Tool

Product Basics

Templafy offers a sophisticated software solution for Document Generation, streamlining the creation and management of business documents. It is particularly beneficial for enterprises in industries such as legal, finance, and consulting, where brand consistency and compliance are paramount. The platform excels in ensuring documents adhere to company standards, enhancing productivity and reducing errors. Users appreciate its seamless integration with existing IT ecosystems and its ability to automate repetitive tasks. Unique features include dynamic templates and centralized asset management, which empower teams to produce high-quality documents efficiently. Compared to similar products, Templafy is praised for its user-friendly interface and robust functionality. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a tailored quote. Templafy's comprehensive approach to document management makes it a valuable tool for organizations seeking to optimize their document workflows.
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InCopy is a sophisticated software designed for seamless document collaboration, particularly beneficial for writers, editors, and designers in publishing and media industries. It allows multiple users to work on a document simultaneously without overwriting each other's contributions, enhancing productivity and efficiency. Its standout features include track changes, version history, and tight integration with layout design software, making it ideal for editorial workflows. Users appreciate its intuitive interface and robust functionality, which streamline the editing process. Compared to similar products, InCopy is praised for its ability to handle complex documents with ease. Pricing details are not publicly available, so potential users are encouraged to contact SelectHub for a tailored quote. This ensures that organizations can find a pricing plan that aligns with their specific needs and budget. Overall, InCopy is a versatile tool that excels in environments where collaborative document creation is paramount.
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Product Insights

  • Streamlined Document Creation: Templafy automates the document generation process, reducing manual input and minimizing errors, which saves time and enhances productivity.
  • Brand Consistency: Ensures all documents adhere to company branding guidelines, maintaining a professional and uniform appearance across all communications.
  • Centralized Asset Management: Provides a single repository for all templates, images, and brand assets, making it easy for employees to access and use the correct resources.
  • Compliance Assurance: Automatically updates documents with the latest legal and compliance information, reducing the risk of outdated or incorrect information being used.
  • Enhanced Collaboration: Facilitates seamless collaboration by allowing multiple users to work on documents simultaneously, improving efficiency and teamwork.
  • Integration with Existing Tools: Works seamlessly with popular office applications like Microsoft Office and Google Workspace, ensuring a smooth transition and minimal disruption to existing workflows.
  • Improved Document Security: Offers robust security features to protect sensitive information, ensuring that only authorized personnel can access and edit documents.
  • Scalability: Easily adapts to the needs of growing businesses, allowing for the addition of new users and templates without significant reconfiguration.
  • Data-Driven Insights: Provides analytics on document usage and performance, enabling businesses to make informed decisions and optimize their document processes.
  • Reduced Training Time: Intuitive interface and user-friendly design minimize the learning curve, allowing employees to quickly become proficient in using the software.
  • Cost Efficiency: By reducing the time spent on document creation and minimizing errors, Templafy helps lower operational costs and improve overall business efficiency.
  • Customizable Workflows: Allows businesses to tailor document workflows to their specific needs, enhancing flexibility and ensuring that processes align with organizational goals.
  • Global Accessibility: Cloud-based platform ensures that employees can access and work on documents from anywhere, supporting remote work and global collaboration.
  • Consistent Updates: Regular updates ensure that the software remains current with the latest technological advancements and user needs, providing ongoing value to businesses.
  • Enhanced User Experience: Offers a seamless and intuitive user experience, reducing frustration and increasing satisfaction among employees who interact with the platform.
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  • Streamlined Collaboration: InCopy allows writers and editors to work simultaneously on a document, reducing bottlenecks and improving workflow efficiency.
  • Enhanced Productivity: By integrating seamlessly with Adobe InDesign, InCopy enables team members to focus on their specific tasks without interfering with each other's work.
  • Version Control: InCopy's robust versioning system ensures that all changes are tracked, allowing teams to revert to previous versions if necessary, minimizing the risk of errors.
  • Consistent Formatting: With shared style sheets and templates, InCopy ensures that all documents maintain a consistent look and feel, which is crucial for brand integrity.
  • Improved Communication: The software facilitates clear communication between writers, editors, and designers through notes and comments directly within the document.
  • Time Savings: By eliminating the need for back-and-forth emails and manual document updates, InCopy significantly reduces the time spent on administrative tasks.
  • Access Control: InCopy allows for precise control over who can edit or view specific parts of a document, enhancing security and maintaining document integrity.
  • Real-Time Updates: Changes made in InCopy are reflected in real-time, ensuring that all team members are always working with the most current version of the document.
  • Cost Efficiency: By reducing the need for additional software and streamlining the editing process, InCopy can help organizations save on operational costs.
  • Scalability: InCopy is suitable for teams of all sizes, from small editorial teams to large publishing houses, making it a versatile tool for growing businesses.
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  • Template Management: Centralized control over document templates ensures consistency and compliance across all company documents.
  • Brand Asset Integration: Seamlessly integrates brand assets like logos and fonts into documents, maintaining brand integrity.
  • Content Library: Provides a centralized repository for storing and accessing approved content, reducing time spent searching for information.
  • Dynamic Document Assembly: Automates the creation of complex documents by pulling in the latest data and content, ensuring accuracy and efficiency.
  • Compliance and Governance: Built-in compliance checks and governance tools help ensure documents meet regulatory standards.
  • Cross-Platform Compatibility: Works across various platforms and devices, including Microsoft Office and Google Workspace, for seamless integration.
  • Advanced Search Functionality: Powerful search tools allow users to quickly find and insert the right content into their documents.
  • Real-Time Updates: Automatically updates templates and content, ensuring users always have access to the most current materials.
  • User Permissions and Access Control: Granular control over who can access and edit specific templates and content, enhancing security.
  • Analytics and Reporting: Provides insights into document usage and compliance, helping organizations optimize their document processes.
  • Customizable Workflows: Tailor workflows to fit specific business processes, improving efficiency and collaboration.
  • Integration with Third-Party Applications: Connects with CRM, ERP, and other business systems to streamline document generation and management.
  • Localization and Language Support: Supports multiple languages and localization, catering to global teams and markets.
  • Intuitive User Interface: Designed with user experience in mind, making it easy for employees to adopt and use effectively.
  • Security and Data Protection: Employs robust security measures to protect sensitive information and ensure data privacy.
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  • Track Changes: Allows users to see edits made by others, similar to Microsoft Word, facilitating clear communication and collaboration.
  • Parallel Workflow: Enables writers, editors, and designers to work on the same document simultaneously without overwriting each other's contributions.
  • Assignment Management: Provides a system to assign specific sections of a document to different team members, ensuring clarity in responsibilities.
  • Integrated with InDesign: Seamlessly integrates with Adobe InDesign, allowing for efficient collaboration between writers and designers.
  • Story and Galley Views: Offers different viewing modes for content editing, including a Story view for text-focused editing and a Galley view for seeing text in layout context.
  • Version History: Maintains a history of document versions, enabling users to revert to previous versions if needed.
  • Customizable Workspaces: Allows users to tailor their workspace to fit their specific workflow needs, enhancing productivity.
  • Spell Check and Thesaurus: Includes built-in tools for checking spelling and finding synonyms, aiding in the editing process.
  • Conditional Text: Supports the creation of different versions of a document by using conditional text, which can be shown or hidden based on specific criteria.
  • Notes and Comments: Facilitates communication among team members by allowing them to leave notes and comments directly in the document.
  • Cross-Platform Compatibility: Available on both Windows and macOS, ensuring accessibility for diverse teams.
  • XML Support: Provides support for XML, allowing for structured content creation and management.
  • Find/Change Functionality: Offers advanced search and replace options, making it easy to update content consistently across a document.
  • Font and Style Management: Includes robust tools for managing fonts and styles, ensuring consistency in document appearance.
  • Table and Graphic Support: Allows for the insertion and editing of tables and graphics, enhancing document richness.
  • Keyboard Shortcuts: Supports customizable keyboard shortcuts, enabling users to streamline their workflow.
  • Language Support: Offers support for multiple languages, making it suitable for international teams.
  • Print and Digital Publishing: Facilitates both print and digital publishing, providing flexibility in output formats.
  • Cloud Integration: Integrates with Adobe Creative Cloud, allowing for easy access to assets and collaboration tools.
  • Document Security: Includes features for securing documents, such as password protection and permissions settings.
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Product Ranking

#10

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#11

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Document Generation Software

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User Sentiment Summary

Great User Sentiment 63 reviews
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89%
of users recommend this product

Templafy has a 'great' User Satisfaction Rating of 89% when considering 63 user reviews from 5 recognized software review sites.

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4.4 (11)
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4.2 (21)
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4.54 (12)
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4.8 (10)
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4.7 (9)
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Synopsis of User Ratings and Reviews

Streamlined Document Creation: Templafy helps users create documents faster by offering pre-approved templates directly within applications like Microsoft 365.
Enhanced Brand Consistency: The platform ensures that all documents adhere to brand guidelines and company standards by providing a centralized content library with approved assets.
Reduced Risk and Improved Compliance: Templafy helps mitigate risks associated with outdated or non-compliant content by automating updates and ensuring documents adhere to legal standards.
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Real-Time Collaboration: InCopy enables multiple users, such as writers and editors, to work on the same document simultaneously without overwriting each other's changes, fostering a truly collaborative environment.
Integrated Workflow: InCopy seamlessly integrates with Adobe InDesign, allowing writers and editors to work directly within the layout, providing a clear view of how text edits will appear in the final design.
Version Control: InCopy tracks all changes made to the document, enabling users to revert to previous versions if needed, ensuring that no work is lost and providing a safety net for experimentation.
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Occasional Glitches: Users have mentioned experiencing occasional software glitches and integration hiccups.
Integration Challenges: While Templafy boasts integrations with platforms like Salesforce and Microsoft Office, some users have reported issues with these integrations, particularly with Microsoft Outlook and Teams.
Pricing Opacity: Templafy's pricing model is not transparent and requires contacting their sales team for a quote, which can be a deterrent for smaller businesses without readily available budget flexibility.
Mobile App Absence: The lack of a dedicated mobile app for iOS or Android might pose an inconvenience for users who require on-the-go access to their documents.
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InDesign Dependency: InCopy is not a standalone application. It can only be used in conjunction with InDesign, limiting its use for tasks outside the InDesign environment.
Synchronization Hiccups: While real-time updates are intended to be seamless, users have reported occasional glitches and crashes, especially when multiple users are editing a document simultaneously.
Feature Limitations: InCopy lacks some advanced features found in dedicated word processors. For instance, it has less sophisticated grammar checks, limited stylesheet management, and less comprehensive commenting tools.
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Is Templafy really all it's hyped up to be, or is it just a lot of hype? User reviews from the past year reveal a mixed bag of nuts when it comes to Templafy's document generation software. While many users praise its robust template library and brand asset integration for saving time and boosting brand consistency, some stumble upon compatibility hiccups with other software and miss having a mobile app. One user raved about how Templafy transformed their document creation process, saying it's like having a "well-organized digital filing cabinet" that houses all their approved templates and brand assets. They particularly appreciated the time saved by not having to hunt down the latest logo or formatting guidelines. However, another user expressed frustration with the software's occasional incompatibility with Microsoft Outlook, lamenting that it prevented them from scheduling online meetings. This inconsistency in experience highlights a potential area for improvement. Despite these drawbacks, Templafy shines as a powerful tool for large organizations seeking to streamline document workflows and enforce brand consistency. Its extensive template library, integration with popular business software, and automation capabilities make it a valuable asset for teams that regularly create presentations, proposals, and other business documents. However, smaller businesses or those with less demanding document needs might find the lack of a mobile app and occasional compatibility issues a dealbreaker. Ultimately, whether Templafy is the right fit depends on your organization's specific requirements and priorities.

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Is InCopy a worthy copycat, or does it stand on its own two feet? Adobe InCopy receives generally positive reviews for its ability to streamline document creation workflows by allowing simultaneous collaboration between writers, editors, and designers. Users appreciate its tight integration with InDesign, which enables seamless content and design synchronization. This integration is particularly valuable for publications and marketing agencies that require close collaboration between creative teams. For instance, an editor can refine text in InCopy while a designer simultaneously adjusts the layout in InDesign, all within the same document. However, some reviewers have pointed out limitations. These include occasional software crashes, a lack of robust standalone functionality, and the requirement for both InCopy and InDesign to be actively used for optimal performance. For example, one reviewer noted that their version of InCopy crashed consistently when attempting to update content after another user made changes in InDesign. This suggests that while the software excels in simultaneous editing, it might struggle with frequent back-and-forth alterations. Overall, InCopy is best suited for teams heavily invested in the Adobe ecosystem, particularly those already utilizing InDesign. Its collaborative features are powerful for streamlining workflows, but its dependence on InDesign and occasional stability issues might make it less appealing for individuals or teams seeking a standalone writing or editing solution.

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