Stop managing templates in Word, approvals over email, and document logic in application code. Templx handles the entire workflow in one platform, connected to whatever you already have.
Three components, each with a specific job, designed to hand off to the next.
Nothing bolted on. Nothing missing. Every feature reflects a real operational requirement in a regulated industry. View the full platform overview →
Generating regulated documents at scale but do not see your use case? talk to us directly.
Not marketing claims. Architectural decisions made before a single line of code was written.
A bank opening thousands of accounts every month has a precise, recurring compliance requirement. Every account opening triggers a specific set of regulated disclosures and signature documents. The exact package varies by account type, product, and state. Reg E, Reg DD, fair lending notices the combination changes depending on what the customer opened and where. Getting it wrong is not a process failure. It is a compliance event.
With Templx, the bank maintains a governed library of disclosure and signature templates, each authored in Word on the original regulatory form, each published only after compliance sign-off. When an account is opened, the account opening system calls the Templx API with a JSON payload. The rules engine determines the correct document set based on account type, product, and state. Templx generates the package and returns governed PDFs. No manual selection. No hardcoded logic in the application. No deviation from the original regulated forms.
The tools that have tried to solve this each solve one part of it. A generation API with no governance layer. A workflow tool with no document generation. A Word-native editor with no API. None of them connect. The compliance risk and the operational cost live in the gaps between them.
Templx was built to close those gaps. Word-native authoring that feeds directly into a governed approval workbench, which publishes approved templates to a platform-agnostic generation API. Three components that actually connect.
Request a demoJSON in. Governed PDF out. One endpoint, one payload shape, one response. The integration takes an afternoon.
// Request POST /api/v1/generate { "template_id": "bond-release-ca-v3", "tenant": "first-national-bank", "payload": { "bond_number": "HSB-2026-04821", "principal_name": "Acme Contractors LLC", "bond_amount": "$500,000", "state": "California" } } // Response 200 OK Content-Type: application/pdf // Governed PDF returned in 42ms
No new infrastructure required. If your application already calls an external service, the Templx integration will feel familiar from the first line of code.
Templx gives compliance teams the governance they need, developers the API they want, and operations the audit trail they cannot afford to be without.
Up and running in days, not months.