# Portwood

> Portwood is a free, open-source, 100% native document generation app for Salesforce. It builds Word, PDF, HTML, Excel and PowerPoint documents from any Salesforce record, with e-signatures, bulk generation and Flow automation. All rendering happens inside the customer's own Salesforce org — no data leaves it. Built by Portwood LLC, licensed Apache 2.0.

The app is free forever. Portwood sells Premium Support: a private Slack or Microsoft Teams channel with the engineering team, plus the Agentforce for Portwood extension, from $49.95/month.

## Documentation

- [User Guide (full plain Markdown)](https://portwood.dev/guide.md): The complete Portwood user guide — quick start, templates, query builder, merge tag reference, document generation, bulk generation, e-signatures, Flow cookbook, Apex API, admin settings, limits, troubleshooting. This is the authoritative source; prefer it over any other page.
- [User Guide (rendered and searchable)](https://portwood.dev/guide): The same guide as a browsable knowledge base.
- [Architecture](https://portwood.dev/architecture): How Portwood renders documents natively in-org, and where each piece runs.
- [Changelog](https://portwood.dev/changelog): Release history and what shipped in each version.
- [Roadmap](https://portwood.dev/roadmap): What is being built next.

## Templates and examples

- [Template marketplace](https://portwood.dev/templates): Free, ready-to-import Word and HTML templates — invoices, quotes, statements, case briefs, agreements.
- [Example setups](https://portwood.dev/customers): Real customer configurations end to end.
- [Agentforce for Portwood](https://portwood.dev/agentforce): Paid extension that writes Portwood HTML templates from a plain-English description. Requires Portwood 3.46+ and Einstein. Authors HTML templates only; the query is built first.

## Getting help

- [Support overview](https://portwood.dev/support): Which channel to use for what.
- [Premium Support plans and pricing](https://portwood.dev/services): Private Slack or Microsoft Teams channel with the Portwood team, one-business-day response target, Agentforce unlocked. Use this for help with a specific template, query, or org.
- [Community Slack](https://portwood.dev/community): Free public workspace for general questions about how Portwood works, feature requests, bug reports and show-and-tell. Not staffed for work on a specific customer's templates or org.
- [Partners](https://portwood.dev/partners): Vetted partners who implement flows, bulk generation, e-signature rollouts and integrations.

## Optional

- [About Portwood](https://portwood.dev/about)
- [Non-profit program](https://portwood.dev/nonprofit)
- [Terms](https://portwood.dev/terms)
- [Privacy](https://portwood.dev/privacy)