Templater logo

Templater

by Dataclay · Since 2014
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorDataclay
Year launched2014
StatusActive
Location108 Western Ave W, Seattle, WA 98119, United States
Countries servedGlobal
Languages6
Integrations11+
Free tierN/A
Free trialN/A
Contact salesN/A

About Templater

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Templater by Dataclay is a powerful document generation software that automates the process of creating personalized, data-driven documents. With standout features such as dynamic data linking, support for various data sources, and robust template customization options, Templater is a comprehensive solution for businesses looking to streamline their document generation workflows. The user interface of Templater is intuitive and user-friendly, making it easy for users to create and customize templates without extensive training. The drag-and-drop functionality allows for quick and seamless template design, while the ability to preview changes in real-time enhances the user experience. The design elements, such as the template library and color-coded data sources, further enhance usability, making it a standout feature among document generation software tools. What sets Templater apart from its competitors is its ability to dynamically link data to templates, enabling users to create personalized documents at scale. The software supports a wide range of data sources, including databases, CSV files, and JSON data, making it versatile and adaptable to different data requirements.

Pros & Cons

Pros
  • No SaaS dependency—fully offline and embeddable
  • Familiar Office interface for designers and domain experts
  • High performance for large-scale document generation
  • Perpetual license—no recurring fees
  • Supports advanced debugging and plugin customization
Cons
  • No built-in API (requires custom integration)
  • Limited analytics or dashboard features
  • No free version for long-term use

Features

Key features

Microsoft Office Integration – Seamlessly works with Word, Excel, and PowerPoint templates
Offline Library – Embed the engine into your app; no data leaves your servers
Batch Processing – Generate multiple documents in parallel
Custom Plugins – Extend functionality for unique use cases
Drag & Drop Tagging – Add dynamic fields directly inside Office documents
Streaming Support – Handle CSV and XML data efficiently
Debugging Tools – Built-in support for resolving template issues inside Office

Additional features

Document Automation – Automate quotes, reports, contracts, and more
Digital Signature Support – Add secure e-signatures to documents
Multiple Output Formats – Export to DOCX, XLSX, PPTX, PDF, and more
Third-Party Integrations – Connect with Infobip, Adobe InDesign, Semrush, Microsoft Publisher
Process/Workflow Automation – Trigger document creation from business workflows
Offline Access – Fully functional without internet connectivity
Reporting & Statistics – Track document generation and performance
Search/Filter Tools – Easily locate templates and documents
Email Templates – Generate personalized emails from data
Version Control – Manage template revisions and updates
Collaboration Tools – Share templates across teams
Conditional Logic – Dynamically include/exclude content (limited support)

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Rig
USD 80/mo
billed monthly
Pro
USD 225/mo
billed monthly
Bot
USD 450/mo
billed monthly

Countries & Languages

Global
Countries served
6
Interface languages
16
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇧🇷BRL🇲🇽MXN🇨🇭CHF🇸🇪SEK🇳🇴NOK🇩🇰DKK🇰🇷KRW🇷🇺RUB

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