The company behind Portwood.
A product built on one conviction — document automation on Salesforce shouldn't cost teams thousands of dollars a year.
- Company
- Portwood LLC
- Product
- Portwood
- Price
- Free, unlimited users
- License
- Apache 2.0
- Outside funding
- None
- How we earn
- Premium Support and implementation partners
What Portwood builds
Portwood LLC builds Portwood: a document automation platform that runs entirely inside Salesforce. Generate, email, sign, and file documents from live record data, with no external callouts and nothing leaving the org.
It's built by Salesforce practitioners — admins and architects who ran these workflows before building the tool. That order matters: understanding the platform comes before building on top of it, and it's why the app is native Apex and Lightning Web Components rather than a service with a Salesforce connector bolted on.
The wider conclusion we keep coming back to: most of what companies pay fortunes for elsewhere can be done on Salesforce. Often better. Definitely cheaper. Document workflows were the clearest case — small and mid-sized teams routinely pay thousands of dollars a year, per user, for them. That's not a feature problem. That's a pricing problem, and a solvable one.
So the app is free for anyone who wants it. The business around it is simple: an optional Premium Support membership that unlocks Agentforce for Portwood, so you write your own templates by describing them, and puts our team in a channel with you for everything it can't do. Plus a network of implementation partners for the Flows, integrations, and rollout work. That's the whole business.
Why is Portwood free?
Document automation is a solved problem the industry keeps pretending is complicated. A template, a merge engine, reliable Salesforce integration, and the Flow actions around it — that's the product. Charging thousands a year for that is a pricing scheme, not a feature moat.
The app is free forever — every feature, no per-seat pricing, no bait-and-switch. If you want hands-on help, it's there when you need it: a Premium Support membership that unlocks the Agentforce extension for writing templates and gives you a direct channel to our team, and vetted partners for the Flow design, integrations, and team rollout around it. No surprises.
No venture capital. No investor pressure. No quarterly growth targets to hit. Just software that works, and the option to pay for help when you actually need it.
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