Google Workspace add-on
Personalize reusable Google Docs, Slides, and Sheets, publish a client-facing link with a PDF download, and review engagement signals.
Install the add-on ↗PROPOSAL AUTOMATION FOR GOOGLE WORKSPACE
Personalize, publish, and track
proposals from files you already use
Keep working in Google Docs, Slides, and Sheets. Create each client proposal from a reusable template, preserve the master, publish one shareable link with a PDF download, and use engagement signals to guide follow-up.
Install the Google Workspace add-on
GOOGLE DOCS · SLIDES · SHEETS
See how the Google Workspace add-on turns a familiar file into a personalized proposal link with a PDF download.
Keep the editors your team already knows
Templify adds a proposal workflow around Google Workspace instead of replacing it with another editor.
Work in familiar editors
description
1. Start from a reusable Google template
Use an approved Google Doc, Slide deck, or Sheet. Add {{placeholders}} for client details, scope, pricing, and dates.
Preserve the master
find_replace
2. Personalize a fresh client copy
Enter each client detail once. Templify replaces matching placeholders in a new copy while the master template remains unchanged.
Share and follow up
send
3. Publish one client-facing link
Publish a proposal webpage with a PDF download, then review engagement signals before your next follow-up.
A complete proposal workflow inside Google Workspace
Personalize reusable files, publish only what you choose, and review practical engagement signals after sending.
visibility
See proposal opens and recent activity
Review total views, estimated unique visitors, and the latest visit as directional signals for follow-up.
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See where attention was spent
Compare estimated active time across proposal pages to identify sections that received more or less attention.
find_replace
Replace repeated client details once
Fill matching {{placeholders}} across Docs, Slides, and Sheets from one sidebar instead of editing every occurrence by hand.
link
Send a webpage and include the PDF
Give clients one browser-based proposal link with a PDF download. Set an expiry date or unpublish it when needed.
content_copy
Keep approved templates unchanged
Create each proposal from a fresh copy so the reusable master remains consistent for the next client.
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Publish only after review
Templify hosts only proposals you explicitly publish. You control expiry and can unpublish active proposals.
Three clear entry points
Start with the workflow that matches how you work.
The Google Workspace add-on is the main product. The free template skill creates editable Office starting points, while optional MCP lets compatible AI agents use Templify operations.
Free template skill
Use a compatible AI agent to create an editable local DOCX, PPTX, or XLSX. Your agent's usage charges may apply.
Build a prompt →For AI agents / MCP
Let a compatible agent prepare an editable Google proposal, publish it after review, and retrieve engagement signals. The add-on does not require MCP.
Explore MCP →SIMPLE PRICING
Start with 5 monthly actions. Upgrade for unlimited monthly actions.
Free
Try personalization and publishing
$0forever
- check_circle 5 actions per month across personalization and publishing
- check_circle Personalizing uses 1 action; publishing uses 1 action
- check_circle Published proposals expire after 7 days
- check_circle Up to 50 active published proposals
- check_circle Web proposal and PDF download included
Most Popular
Pro
For recurring proposal workflows
$19/month
- check_circle Unlimited monthly personalization and publishing actions
- check_circle Up to 50 active published proposals
- check_circle Choose an expiry or leave proposals open-ended
- check_circle Engagement signals: views, estimated visitors and active time, devices, browsers, and referrers
- check_circle One plan for the add-on and MCP on the same Google account
Built for the work between sending and follow-up
"Build each proposal from the same approved Google Workspace template, then personalize only the client-specific details."
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Standardize
Keep proposals consistent
"Send one client-facing webpage instead of another attachment while keeping a PDF download available."
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Publish
Share a cleaner proposal
"Use views and estimated active time as directional signals. They do not verify identity, prove reading, or track offline PDF use."
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Review signals
Interpret engagement carefully
"Choose the Workspace add-on for the standard workflow or connect optional MCP when an AI agent should operate it."
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Choose your interface
MCP is optional