SELF-SERVICE
Free
DIY users who want to use Portwood independently.
$0
DIY / self-service
- Portwood access
- Documentation
- Community resources
- Self-service setup
No support plan is required to install or use Portwood.
PORTWOOD SERVICES
Portwood is free.
Expertise when you need it.
Install Portwood and run it yourself for $0. When you want someone beside you to build templates, troubleshoot Salesforce, automate workflows, migrate from another DocGen platform, or stay on call with your team — choose the level of expert help you need.
EXPERT SUPPORT
Choose how much expert support your team needs.
Portwood software stays free. These plans cover support, guidance, reviews, and expert oversight — not software licenses or unlimited development.
Supported users size the team receiving help from us. Portwood itself remains $0 with unlimited software users, templates, documents, and every feature included.
1–20 SUPPORTED USERS
Builder
Best for consultants, admins, developers, and small teams that occasionally need expert help.
$10 per supported user/month · $50 monthly minimum · Save 5% annually
- Private expert support
- Template troubleshooting
- Configuration guidance
- Flow and e-sign guidance
- Migration questions
- 48-hour response target
Advisory support only. Hands-on work is purchased through Expert Hours or project services.
ONGOING EXPERT SUPPORT
Team
Best for growing companies that want ongoing expert Portwood support for their team.
$474/month equivalent · 5% annual discount applied
Up to 50 supported users
- Everything in Builder
- Up to 50 supported users
- Production + sandbox support
- Template troubleshooting
- Configuration reviews
- Flow guidance
- E-sign guidance
- Migration planning guidance
- Priority support
- 24-hour response target
- 1 expert consultation session per month
Hands-on development and configuration work is purchased separately through Expert Hours or project services.
PRIORITY SUPPORT & GOVERNANCE
Enterprise
Best for organizations running business-critical Portwood workflows that require priority support, governance, and expert oversight.
$949/month equivalent · 5% annual discount applied
Up to 100 supported users
- Everything in Team
- Up to 100 supported users
- Named support contact
- Priority escalation
- Multiple sandbox support
- Integration guidance
- Quarterly architecture review
- Release-readiness review
- 4-hour priority response target
- Advanced migration guidance
- Governance and architecture assistance
Hands-on development is delivered separately through Expert Hours or a project scope.
100+ supported users? Contact us for custom pricing.
PLAN COMPARISON
Support at a glance.
Every plan uses the same free Portwood software. The difference is how much expert support surrounds your team.
| Feature | Free | Builder | Team | Enterprise |
|---|---|---|---|---|
| Portwood | ✓ | ✓ | ✓ | ✓ |
| Documentation | ✓ | ✓ | ✓ | ✓ |
| Private support | — | ✓ | ✓ | ✓ |
| Supported users | Self-service | 1–20 | Up to 50 | Up to 100 |
| Response target | — | 48 hrs | 24 hrs | 4 hrs |
| Production support | — | Limited | ✓ | ✓ |
| Sandbox support | — | Limited | ✓ | ✓ |
| Template troubleshooting | — | ✓ | ✓ | ✓ |
| Configuration reviews | — | Guidance | ✓ | ✓ |
| Monthly expert session | — | — | 1/month | Included |
| Named support contact | — | — | — | ✓ |
| Architecture review | — | — | — | Quarterly |
| Priority escalation | — | — | ✓ | Highest |
HANDS-ON DELIVERY
Need us to actually build it?
Support plans cover ongoing access and guidance. Expert Hours are for hands-on building, configuration, troubleshooting, and implementation.
QUICK ASSIST
5 Hours
$625
$125/hour · Small fixes and troubleshooting.
Buy 5 HoursBUILDER PACK
10 Hours
$1,150
$115/hour · For smaller implementations.
Buy 10 HoursCUSTOM CAPACITY
Custom
Let’s scope it
Flexible expert capacity for your needs.
Request Custom HoursLEAVING ANOTHER DOCGEN PLATFORM?
Stop renewing. Start migrating.
Moving from Conga, S-Docs, Nintex DocGen, DocuSign Gen, PandaDoc, or another document-generation platform? We’ll help you understand the effort before you commit.
MIGRATION DISCOVERY
$1,000
Current-state review, complexity assessment, recommended approach, and delivery blueprint.
Start DiscoveryFULL MIGRATION
Custom quote
Template rebuilds, automation, data mapping, e-signature setup, testing, deployment, and cutover support.
Request a Migration QuoteDEFINED PROJECT
Already know?
Setup, template development, Flow automation, e-signature implementation, training, or an architecture review.
Request a QuoteQUESTIONS
The fine print, in plain English.
Does paying for support unlock Portwood features?
No. Every Portwood software feature remains free. You are paying for expert time, support, and professional services.
Do I need a support plan to use Portwood?
No. Portwood can be installed and used without buying anything.
What is the difference between Support and Expert Hours?
Support gives you ongoing access for questions, guidance, and troubleshooting. Expert Hours are used when you want us to perform hands-on work.
Can you migrate us from Conga or another DocGen platform?
Yes. Start with Migration Discovery so both sides understand the complexity and have a clear blueprint before implementation.
What happens if we cancel support?
Portwood keeps working. Your templates and automation stay in your Salesforce org, and the software remains free.
Do Enterprise customers receive unlimited development?
No. Enterprise Support covers access, guidance, reviews, and priority support. Hands-on development is delivered through Expert Hours or project scopes.