Consistency in every document

Effortless Microsoft Office template management using eformity

eformity brings powerful template management to Microsoft Office. Create documents, spreadsheets, and presentations in seconds while maintaining consistency across your entire organization.

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Organizations of all sizes

Trusted by hundreds

From small businesses to global enterprises, eformity supports a wide range of industries with tailored document management solutions. Our clients include companies in finance, legal and education, all benefiting from our commitment to innovation and seamless integration.

Endless possibilities

Discover all our solutions

Microsoft Word

Simplify document creation in Microsoft Word with templates, dynamic text blocks, and personalized variables. Save time, prevent mistakes, and keep formatting under full control.

Microsoft Excel

Creating professional, error-free Excel spreadsheets has never been easier. Use dynamic templates, variable-driven content, and centralized assets to save time, improve accuracy, and stay in control.

Microsoft PowerPoint

Creating high-quality, on-brand presentations in Microsoft PowerPoint has never been easier. Use standardized templates, reusable slides, and dynamic variables to save time, ensure consistency, and maintain full control over your visual identity.

Microsoft Teams

Streamline your Microsoft Teams workflow with eformity. Access templates directly within Teams, create and store documents seamlessly, and use dynamic variables for faster, more efficient collaboration.

Microsoft Outlook

Ensure consistent and professional email communication with eformity for Microsoft Outlook. Manage unified signatures across devices, create multilingual templates, and add dynamic marketing banners.

Microsoft SharePoint

Streamline document management in Microsoft SharePoint with eformity. Access templates instantly and synchronize metadata for accurate and efficient workflow, all within SharePoint.

Smart solutions for every workflow

Explore our core features

Fully integrated with Microsoft 365 (Office)

Design templates and generate documents directly from within the familiar Microsoft 365 (Office) environment. Maximize productivity without ever leaving the tools you already use daily.

Unparalleled multilingual template support

Operating in a global environment? eformity enables you to build templates that support any language, including complex right-to-left scripts, ensuring seamless communication worldwide.

Transform data into powerful templates

Easily connect your favorite apps to pull data directly into your Microsoft Office templates. Learn more about our integrations. Alternatively, you can create custom data sources within eformity.

Cross-device, cross-platform compatibility

Whether you're on a Windows PC, a macOS device, or using the web version of Microsoft 365, eformity is available on your preferred device and platform, allowing you to work the way you're used to.

One-click login with Single Sign-On (SSO)

Sign into eformity with your Microsoft account and synchronize data securely, supporting authentication protocols such as Active Directory (AD), ADFS, SAML, OAuth, and Ping.

Flexible permissions and roles management

Define custom roles with specific permissions to manage who can access, edit, and publish templates and features within eformity. This ensures that users have the right level of access based on their role.

Secure testing in a staging environment

Develop, test, and refine templates safely in a dedicated staging environment. Make changes, implement updates, and try out new features without any risk to your live production environment.

Centralized management via our online portal

Manage all your templates, assets, and data from a single, intuitive platform. Streamline operations and gain seamless control over your resources with eformity's centralized online portal.

Monitor usage with our Telemetry dashboard

Unlock detailed analytics and graphs to understand how eformity is being utilized across your organization. Track key metrics to optimize performance and uncover areas for improvement.

Personalized dynamic toolbar for every need

Personalize the dynamic toolbar in Microsoft 365 (Office) applications to match your workflow. Add custom buttons and features to enhance your productivity and user experience.

Create interactive popups with our dialog designer

Design and manage dynamic popup forms tailored to your organization’s needs. Administrators can easily customize fields, layouts, and input options, ensuring seamless data collection.

Explore everything eformity has to offer

Discover additional features designed to enhance productivity and consistency in document creation. From advanced integrations to unique customization options, eformity offers endless possibilities.

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Apps & integrations

Seamless integrations

View all integrations

Mediafiler

Exact

Corsa DMS/RMA

Acquia DAM

MyBrandCenter

Oracle DB

Validated ID

Validsign

Execute

Bynder

DCR

Assetbank

Salesforce

Dynamics CRM

SharePoint CRM

REST

Relatics

Docusign

AFAS

SOAP

Ready to boost your consistency and productivity?

Did we spark your interest? Contact us to learn more about eformity and how we can help boost your consitency and productivity in document creation within Microsoft Office (365).

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