Document templates provide pre-made layouts with fixed content and editable fields that enable standardized business documents while allowing users to input specific details through a consistent online interface.
Fill in the blanks
Instead of copying old documents (like contracts) and manually changing details, Tallyfy lets you create smart Document Templates.
With a document template, you define the standard text that shouldn’t change. Then, add specific editable fields (blanks) where users enter custom information (like a client name or date).
When someone uses the document template, they just fill in the defined blanks. The rest stays consistent.
If you have standard paragraphs (like legal text or company info) used in many documents, create a Snippet with that text.
You can insert that snippet into multiple document templates. If the standard text changes, edit the snippet once, and the update automatically appears everywhere it’s used.
If you collected information earlier in a process (like a customer name), use Variables to insert that data automatically into your document template.
This means data is entered only once but can appear in multiple places, reducing errors and saving time (great for contracts).
Documents > Add fields to document templates
Instructions for customizing document templates with editable fields like short text long text and dates while maintaining document consistency through clear field naming and strategic placement of related inputs.
Tallyfy’s template system allows users to define standardized processes once and reuse them across their organization with features like AI assistance multilingual support device compatibility and analytics integration.
Tallyfy offers three methods to create workflow templates: starting from scratch building through AI assistance or uploading existing documents while providing customization options to ensure process consistency and efficiency.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks