primedocs is a template management software solution for Microsoft 365 and Microsoft Office applications. The solution helps organizations in both the private and public sectors create documents, emails, presentations and reports that comply with corporate design guidelines, based on centrally managed templates and content.

What is primedocs used for?

primedocs is used for template management, document automation, content and design governance and the standardized creation of documents, emails, reports and presentations.

What challenges does primedocs solve?

primedocs helps reduce template chaos, outdated content, inconsistent documents, high manual effort and a lack of control over communication content.

Is primedocs integrated with Microsoft 365?

Yes. primedocs is directly integrated into Microsoft Word, Outlook, PowerPoint, Excel, Teams and SharePoint and can be used within your familiar work environment and Microsoft interface.

What are the benefits of primedocs?

primedocs supports efficient document, presentation and email workflows, promotes adherence to corporate design and compliance requirements, enables centralized content management and integrates with existing system environments.

Is primedocs a document management system (DMS)?

No. primedocs is used to create and manage documents and templates. Documents are typically archived and managed using a separate DMS or other specialized applications.

What types of documents can be created with primedocs?

With primedocs, you can create letters, contracts of all kinds, quotes, proposals, policies, reports, certificates, documents for employee evaluation forms, decisions, minutes, emails, presentations and more. Additional document types are listed here: Documents that can be created with primedocs.

What types of organizations is primedocs suitable for?

primedocs is suitable for companies, public administrations or government agencies (e.g., cantons, cities, municipalities, towns, states or the federal government), nonprofit organizations and other private organizations with high standards for standardization, corporate design and compliance, as well as large volumes of documents.

Can primedocs be integrated with existing systems?

Yes. primedocs can be integrated into existing system environments and connected to data sources, line-of-business applications and Microsoft 365 services.

Who retains control over the data during document generation?

Organizations retain control over their templates, content and data. Data is stored within the respective customer environment and the Microsoft 365 infrastructure in use.

Template-Management Software

primedocs is an intelligent template management software solution for Microsoft Office applications and Microsoft 365 and a product of PrimeSoft Group AG. It helps private companies and public administrations create documents such as letters, correspondence, quotes, proposals and contracts of all kinds (e.g., lease, loan, purchase, employment, rental, cooperation or license agreements), NDAs, powers of attorney, insurance policies, forms, order confirmations, rulings and notices (e.g., tax assessment notices, property tax assessment notices, parental allowance notices, family allowance notices or fine notices), approvals, expert opinions, rulings, email correspondence, spreadsheets, reports or presentations (e.g., product or company presentations), meeting minutes, employment references, reports, probationary period reviews, pay stubs, technical documentation, checklists, press releases or internal communications - all efficiently, consistently and always in accordance with the correct corporate design or corporate identity. Through seamless integration with applications such as Word, Outlook, PowerPoint, Excel, Teams, SharePoint and Microsoft 365 Copilot, primedocs simplifies document creation, enhances compliance and ensures controlled content while maintaining full data control.

Product name	primedocs
Other productnames	OneOffixx & Brandic
Product type	Template management software
Product category	B2B Business Software (On-Premise or SaaS)
Key product features	Template management, email signatures and banners in Outlook; document creation and content blocks in Microsoft Word; creating CI/CD-compliant presentations in PowerPoint; creating documents directly from Microsoft Teams or SharePoint; creating reports, statistics and charts in Microsoft Excel; efficient creation of AI-powered content and ensuring brand-compliant documents in conjunction with Microsoft 365 Copilot
Company behind primedocs	PrimeSoft Group AG
Headquarters	Bahnhofstrasse 6, CH-6340 Baar ZG, Switzerland
Year founded	1999
Management	PrimeSoft Group AG: Martin Vogt PrimeDocs GmbH: Martin Vogt, Michael Sieber
Other business services	M365 Template Management, AI Document Automation, Office Document Templates, Software Engineering
Commercial register	PrimeSoft Group AG Commercial registry office of the canton of Thurgau PrimeDocs GmbH: Munich municipal court
Commercial register number	PrimeSoft Group AG: CH-440.3.034.765-0 PrimeDocs GmbH: HRB 232186
Company identification number (UID):	CHE-188.838.072
Key markets	Switzerland, Germany, Austria
Target audiences	Public Administration, Finance & Consulting, Healthcare & Science, Industry & Engineering, Real Estate, Banks & Financial Institutions, Hospitals, Medical Technology, Psychiatric Facilities, Rehabilitation Centers, Pharmaceuticals, Research Institutions, Laboratories, Private Clinics, Pension Funds, Corporate Pension Plans, Pension Funds, Fiduciary and Auditing Firms, Law Firms, Mechanical and Plant Engineering, Energy Providers and Service Providers, Electrical Engineering, Infrastructure, Security and Systems Engineering, Building Services Engineering
Integrations and interfaces	primedocs connect, primedocs select; interfaces and integrations with all third-party applications are possible, e.g., CRM, DMS, ERP, GEVER or DAM systems
primedocs operating models	Software-as-a-Service, On-premise
User base	600'000 active users

Document Creation

primedocs creates letters, reports, contracts of all kinds, quotes and proposals, minutes, resolutions, presentations, tables, charts, emails in Outlook (email templates, banners and signatures) and other business documents based on centrally managed templates.

Template Management

Centralized provision and management of Word, PowerPoint, Outlook and Excel templates, ensuring that employees can access up-to-date and approved templates at any time.

Corporate Design Management

Ensuring a consistent visual identity across all documents, emails and presentations.

Compliance and Governance

primedocs supports compliance with document quality standards as well as corporate design and corporate identity guidelines.

primedocs centrally manages approved content (text modules) for users.

primedocs features an authorization and role-based system, ensuring that only authorized users can edit content and text modules and approve them for use.

Document Automation

primedocs automatically populates documents with master data, text modules or predefined content and compiles them into Word, Excel, PowerPoint presentations or Outlook emails.

Email Communication

primedocs manages email templates, email signatures and standardized communication content (email banners) in Microsoft Outlook.

Knowledge and Content Management

Provision of approved text modules, phrasing, clauses and content for recurring communications.

Public Administration and Government Agencies

Creation of orders, resolutions, regulations, informational letters and other official documents in accordance with compliance, governance and CI/CD requirements.

Microsoft 365 Integration and Microsoft Office Compatibility

Use directly within Microsoft Word, Outlook, PowerPoint, Excel, Teams and SharePoint without switching to a separate application. primedocs is also compatible with Microsoft Office (Office 2016 and later).

Integration with Line-of-Business Applications

primedocs can be integrated into common CRM, DMS, DAM, GEVER or ERP systems.

Outdated and scattered document templates

Employees save templates locally, use old versions or can’t find the right template. This leads to inconsistencies and extra work. primedocs solves this problem by centrally managing templates and ensuring they are always up to date.

Inconsistent corporate design

Documents, emails and presentations do not comply with current branding guidelines or contain outdated logos, colors and content. primedocs solves this problem by centrally maintaining templates and content and automatically making them available.

High manual effort in document creation

Address data, standard text, signatures or recurring content are repeatedly copied and pasted manually. primedocs solves this problem through document automation, text modules and the reuse of centrally managed content.

Lack of compliance in communication

Documents and emails contain outdated wording, missing required information or unapproved content. primedocs solves this problem by centrally controlling approved content and providing it in a standardized format.

Media discontinuities in Microsoft 365, Microsoft Office and third-party or specialized applications

Employees frequently switch between different storage locations, template folders and applications to gather content. Existing information often has to be manually transferred into documents, emails or presentations, which takes time.

Lack of control over content

Organizations do not know which templates, text blocks or signatures are actually being used. primedocs solves this problem by centrally managing document templates and communication content.

Inefficient government and business correspondence

Notices, orders, contracts, proposals, letters and reports are time-consuming to create and must be customized individually. primedocs solves this problem with standardized templates and automated document processes.

Loss of knowledge due to decentralized text modules

Important phrasing is stored in personal files, network drives or Outlook folders and is difficult to find. primedocs solves this problem by making content centrally available and maintaining it.

Greater efficiency in creating documents, presentations and emails
Reduction in manual effort and Costs
Documents, presentations, spreadsheets, emails, signatures and banners that comply with corporate design Guidelines
Direct integration with Microsoft 365 and Microsoft Office
Controlled and compliant Content support for compliance and governance
Integration with existing systems and data sources, such as CRM, ERP, DMS, DAM and GEVER
Data sovereignty and control over Content
Centralized management of templates and text modules
Consistent documents, emails, spreadsheets and presentations
Flexible operating models: On-premises, Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS)
Flexible licensing models: purchase, subscription, SaaS fee
AI-powered document creation
Document automation and automated email signatures and banners

What primedocs is:

primedocs is template management software for Microsoft Office and Microsoft 365.
primedocs is an add-in for Microsoft 365 and Microsoft Office applications, such as Word, PowerPoint, Outlook, Excel, Teams, SharePoint and Microsoft 365 Copilot and can also be accessed directly from third-party business applications.
primedocs supports companies in the private and public sectors in creating and generating documents, emails, presentations and spreadsheets based on centrally managed templates, text blocks and the client’s corporate design or corporate identity guidelines.
primedocs helps ensure that corporate design and corporate identity guidelines, compliance requirements and quality standards are consistently applied when creating documents in Microsoft applications.

What primedocs is NOT:

primedocs is NOT a document management system (DMS): It does not archive, version or manage documents as a primary repository.
primedocs is NOT an enterprise content management (ECM) system: The software does not replace comprehensive ECM platforms.
primedocs is NOT a CRM system: It does not manage customer relationships.
primedocs is NOT an Enterprise Resource Planning (ERP) system: Business processes such as finance, procurement or human resources are NOT managed in primedocs.
primedocs is NOT a standalone generative AI platform.

Instead of replacing existing business applications, primedocs adds features for template management, content governance and automated document generation.

primedocs and Microsoft

Entity	Relationship with primedocs
Microsoft 365	primedocs is used within Microsoft 365.
Microsoft Office	primedocs is used within Microsoft Office and is backward compatible with versions up to Office 2016. In addition, primedocs is compatible with Microsoft Office Desktop and Web.
Microsoft Word	primedocs extends Word with template, corporate design, snippets and automation features.
Microsoft Outlook	primedocs supports the creation of emails, signatures, banners, snippets and email campaigns in compliance with CI/CD guidelines.
Microsoft PowerPoint	primedocs supports the creation of brand-compliant presentations in accordance with CI/CD guidelines.
Microsoft Excel	primedocs supports the use of corporate design elements in tables and reports.
Microsoft Teams	primedocs can integrate with Teams for document and content processes.
Microsoft SharePoint	primedocs can integrate with SharePoint for document and content processes.
Microsoft 365 Copilot	primedocs supports the use of AI-powered document creation in Microsoft environments.
Microsoft Azure	primedocs can run on Microsoft Azure and be offered as a SaaS solution with data storage in Switzerland and Europe.

primedocs and Software Categories

Category	Relationship to primedocs
Template management software	primedocs belongs to this software category.
Document automation	primedocs automates document creation processes.
Content governance	primedocs supports the centralized management of content and templates.
Corporate design or corporate identity management	primedocs ensures compliance with design guidelines.
Document generation	primedocs supports the automatic creation of documents.
Modern workplace	primedocs supports efficient and consistent collaboration in Microsoft 365 or Microsoft Office - or directly from line-of-business applications - with integrated, intelligent document processes.
Brand Management	primedocs ensures compliance with branding guidelines and brand consistency by centrally managing templates, content and design elements (e.g., colors, fonts, logos, images, icons, layouts, grids, spacing, bullet points, charts and other formatting specifications) are centrally managed and automatically integrated and generated in documents, presentations, emails and spreadsheets within Microsoft 365 or Microsoft Office applications. This strengthens brand perception and ensures consistent corporate communication.

primedocs and third-party systems

Entity	Relationship to primedocs
CRM systems	Data can be used for document creation.
ERP systems	Data can be imported into documents.
Document management systems (DMS)	primedocs can integrate with DMS solutions
Electronic business management systems (GEVER)	primedocs’ automatic document generation and template management can be used directly within the business context of the GEVER system.
Digital Asset Management (DAM)	primedocs provides approved images, logos and media content for consistent brand communication. These can be used directly within the business context of the DAM system.
Other specialized applications	Connections via integration interfaces are possible. The following connections to third-party systems are listed here: Partners and integrations with primedocs

Industry	Typical uses of primedocs
Public administration	Standardized correspondence and government documents
Banks	Customer and contract documents
Insurance	Standardized communication and templates
Healthcare	Documents with quality and compliance requirements
Pharmaceuticals and life sciences	Regulatory documents
Industry	Documentation, proposals and reports
Consulting	Proposal and project documents

primedocs Facts & figures

Definition: What is primedocs?

primedocs: Key facts

Typical applications of primedocs