Invoices, quotes, contracts, receipts, board packets, year-end statements, all merged from live Salesforce data, then emailed, signed, and filed back on the record. PDF, Word, Excel, or PowerPoint. Nothing ever leaves your org, and it's free for unlimited users.
Free forever, unlimited users, and no call required to use it. Book time only if you want us in your org or scoping a migration.
Real admins, real names, public reviews, pulled live from Salesforce's own review API. This is whatever the listing says today.
It is SO much easier to use than document generation apps I have used in the past. I like the built-in Apex actions that I can call in a flow, and the options to use HTML documents as the source as well as Word, etc. Dave has been most generous walking me through my ambitious use case for this wonderful too.
It's easy to use and does way more than other fremium options I tried. Dave keeps adding new features and all feedback I gave was incorporated. The thorough documentation is really helpful too.
Thank you so much Dave for creating this. Dave has been amazing to work with and the fact that it is open-source, and free is huge for nonprofits like us. We have replaced a solution that was costing us approx. $1200 per year and with something that is not doing callouts to external sites but is completely native. Will recommend to any client needing a doc gen solution.
If you're on Conga, S-Docs, Nintex DocGen, PandaDoc or DocuSign Gen, you're paying every year for something your org can already do natively. The catch is real: merge syntax differs between vendors, so templates get rebuilt, not imported. That's a one-off piece of work against a bill that repeats.
Portwood connects Salesforce data, templates, Flow, email, signatures, and file storage into complete document automation patterns your team can run.
Every gift acknowledged the day it lands, pledges signed, board meetings briefed, and year-end giving statements for every donor at once.
Use the same Salesforce-native engine for follow-up packets, proposals, quotes, contracts, and invoices.
Generate field summaries, inspection reports, customer packets, and operational exports from live Salesforce data.
Every capability is included. No paywalled features. No upgrade prompts. No "contact sales" step to unlock the workflow you need.
Start with the template your team already uses: Word, Excel, PowerPoint, HTML, or a packaged web page. Upload, add merge tags, and generate from Salesforce.
Generate documents from records with 50,000+ child rows. Cursor-based pagination, global ORDER BY across all batches, template-embedded images preserved.
100% Apex and Lightning Web Components. Your record data never touches a third-party API. Works when competitors' vendors have outages. Works in air-gapped orgs.
Send documents for signing directly from Portwood. Guest-user signing pages, namespace-aware URLs, and tamper-evident audit trails. No DocuSign, no PandaDoc, no per-envelope fees.
Code 128 barcodes and QR codes render natively in Word templates and PDFs. No external libraries, no font installations, no licensing. Just add a tag.
{*ProductCode}Generate and route documents from any Salesforce Flow. Sample Flows bundled. Dedicated Giant Query Flow Action for bulk automation. DML-bulkified and governor-safe.
Right-to-left language support built in. Multi-language documents work natively. No plugins, no add-ons, no separate template branch for each locale.
{#IF Amount > 50000} clauses. Inverse conditionals. Checkbox format. SUM, COUNT, AVG, MIN, MAX aggregates. Date and currency formatting at any depth.
Unlimited users, unlimited templates, unlimited documents. No paywalled features, no "upgrade to unlock," no renewal negotiation when your team doubles. Apache 2.0 licensed, so it stays that way.
The same merge syntax lives in a pure-HTML template or a Word doc. Both run on the same engine, because Portwood renders HTML and converts your Word file into it. Word is the quick on-ramp for straightforward documents; when a layout gets complex, authoring in HTML is the safest path: what you write is exactly what renders, with no conversion surprises.
INVOICE
Bill to: {Account.Name}
{Account.BillingStreet}
{Account.BillingCity}, {Account.BillingState}
{#Opportunities}
{Name} {Amount:currency}
Closed: {CloseDate:MMMM d, yyyy}
{/Opportunities}
Line items: {COUNT:Opportunities}
Subtotal: {SUM:Opportunities.Amount:currency}
{#IF Amount > 50000}
Enterprise pricing applied: 15% discount
{:else}
Standard pricing
{/IF}
Barcode: {*InvoiceNumber}
QR code: {*Website:qr}
Signed by: {@Signature_Buyer}
Logo: {%Company_Logo__c:200x60}The same template can produce a single-record PDF, a bulk batch of 10,000 invoices, or a Giant Query document with 50,000 line items. Nothing to reconfigure. The engine decides.
{Field} merge{Parent.Field} lookup{#List}{/List} loop{^Field} inverse{SUM:List.Field} aggregate{Date:MMMM d} format{*Field} barcode{*Field:qr} QR code{%Image} image embed{@Signature_X} e-sign{Flag:checkbox} checkbox{#IF x > y} conditionalWord, Excel, PowerPoint, or pure HTML: every template converges on the same native HTML rendering engine. It's why a Word file and a hand-coded HTML template come out looking identical.
Start in the tool your team already knows: Word, Excel, PowerPoint, or hand-written HTML. Add merge tags and go. No proprietary editor to learn, no format to convert by hand.
Under the hood, Portwood is an HTML rendering engine. Your template is merged and converted to HTML, then rendered to pixel-perfect PDF by Salesforce's own Blob.toPdf(), entirely inside your org, with zero external callouts.
Want a PDF? It's rendered straight from that HTML. Want an editable Word, Excel, or PowerPoint file instead? Portwood assembles the Office document natively. Same tags, same data. You pick the format.
Send any Portwood-generated document out for signing. Guest users sign on a public portal, signatures land back on the record, and the whole audit trail lives inside your org: tamper-evident, FLS-enforced, and visible to whoever already has access to the source record.
Record-triggered Flows fire off signing requests. No human in the loop required. Send one, send a thousand.
Signers don't need a Salesforce license. Namespace-aware URLs work cleanly in subscriber orgs. Mobile-friendly out of the box.
Every signature captured with timestamp, IP, consent record, and the exact document version. All inside your Salesforce org. Nothing leaves.
Illustrative example. The signers and org above are made up. The fields, audit entries and record sealing are exactly what Portwood writes.
There isn't one. The app is free because the expertise isn't. Portwood is Apache 2.0, every feature included, unlimited users, free for life, with no paid tier waiting to be unlocked. We make our money when a team wants us in it with them: a support plan with a private channel, hands-on hours in your org, or a scoped migration off a paid vendor. Most orgs never pay us a cent, and that's fine. The ones that do are buying our time, not our software.
No configuration needed. Assign the permission set, open the app, and start building your first document workflow.
Ask how Portwood works, request features, report bugs, and help shape the roadmap.
General questions about Portwood, tips, and other admins building what you're building.
Join discussionsNeed someone in your org's context, for your templates, your queries, or a release that broke something? That's a support plan: a private channel with the people who write Portwood, from $250 a month for your whole team.