A proposal with a point of view.
A photographic cover, custom fonts, a live program table and a page prepared for signing.
Explore the proposalDescribe the document.
Start with a draft.
The optional Agentforce extension helps write HTML templates from your instructions. You choose the data, check the output and decide what is ready to use.
The useful part.
Describe the layout and content you need. The extension creates or edits HTML and validates supported template patterns.
Use it as part of the building process. Review merge fields, tables, pagination and the actual PDF before rolling the template out.
Read the AI setup guideThe prerequisites.
Install Portwood first, then the optional extension. Your Salesforce org needs the applicable Einstein/Agentforce entitlements and configuration. Salesforce AI usage can consume credits.
It writes HTML templates. It does not build your query, redesign your data model or roll out your automation.
Learn the drafting workflowEvery Portwood feature is available without the AI extension. Check Salesforce entitlements and usage costs before enabling AI.
Judge the finished document.
Whether you start from a file, a canvas, HTML or an AI draft, the output deserves a proper review.
A report people want to read.
A distinct identity, a native chart and a clear view of the partnerships behind the numbers.
Explore the reportMake it your own.
Install Portwood, follow the guide and build your first document. Use your Salesforce records to build the documents your process needs.
Install PortwoodMake it happen with us.
Bring the document, the deadline or the whole migration. We’ll help scope the work and prepare a project quote.
Template builds, document automation and migration are scoped and quoted per project, separately from ongoing support and maintenance.
Explore implementation projects