Free 30-day pilot in your own tenant. Four published tiers. A custom Enterprise quote when volume + compliance get serious. No per-seat tax, no per-template fee, no surprises.
Pilots are demo-led — book a call, we set you up. Auto-expires after 30 days; no card required up front.
Overage £0.12 / document. No per-seat fee. Self-serve via Stripe — card billed monthly.
Overage £0.08 / document. No per-seat fee. Self-serve via Stripe. The sweet spot for teams past Team volume but not yet Business.
Overage £0.06 / document. SSO via your Entra tenant included. Self-serve via Stripe.
Quoted on volume + region + compliance scope. Includes onboarding + 4 hours of template authoring assistance.
estimates only · soft-caps and tier breaks change with usage · final quote is the line item on your Stripe invoice
One ribbon-button click that produces a Word, PDF, or zip on the timeline = one document. Failed renders don't count. Re-generating against the same record = another document.
Doc-gen value scales with usage, not seat count. A finance team of 6 generating 800 invoices/month is more value than 30 seats touching it twice. Per-doc keeps the price aligned with the outcome.
You can — and then you own it. The template action can't do conditionals, repeating rows, or multi-hop fields without hand-wiring Apply-to-each loops and a Get-record per hop, and every Dataverse schema change, timeout or re-auth is yours to fix. Templ8r is the pipeline, maintained, for a flat monthly fee. You're buying the engine and the not-babysitting-it, not a connector.
Paid doc-gen add-ons typically price per user or per enterprise tier — the bill climbs with headcount whether those people generate documents or not. Templ8r is one flat price for the whole environment, billed on documents produced, with unlimited templates on every paid tier. Some tools charge per template; we don't.
Yes. Upgrade is immediate and pro-rated. Downgrade applies at the next billing cycle. No re-onboarding — the same Application User and templates carry across.
Overage rate kicks in (£0.12 Team / £0.08 Growth / £0.06 Business). We email you when you cross 80% of the included allowance so there's no bill shock. Hard caps available on request.
No. Unlimited templates on every paid tier. Some doc-gen tools charge per template — we don't.
No. The Templ8r service principal needs read on the entities you'll generate from + create on annotation (so the doc lands on the timeline). System Administrator is the simplest path; you can scope down to a custom role.
Customer records stay in your Dataverse. Generated documents are stored in our Azure Blob (UK South), per-tenant path. Switch to ephemeral mode (Business+) and the bytes flow straight to the timeline annotation — nothing persists in our storage.
Templ8r Embedded — same engine packaged as a Dataverse plug-in + 4 entities, no external dependency. Sold under Enterprise. Trade-offs documented before you buy.
Yes — 10% discount on Team, Growth and Business for annual commitment. Enterprise is annual by default.
Self-serve via Stripe — Team or Business — and you’re generating docs the same day. Growth and Enterprise via a quick call. Or book a 30-day pilot, no card up front, we set you up.