You're all set. Welcome aboard.
Your private Slack channel is on its way, named after your company. Watch for the Slack Connect invite at the inbox we spoke to, usually within 15 minutes (check spam or promotions if it hasn't landed). Accept it, say hi, and we pick up where the call left off. Prefer email? Reply to our note and we'll work that way instead.
No invite after ten minutes? Email support@portwood.dev or grab another slot and we'll connect you by hand.
PORTWOOD SUPPORT PLANS
If you want our team to help you build templates, troubleshoot Salesforce, automate workflows, migrate from another DocGen platform, or anything else, we have flexible plans available.
Plans start at $250 a month. Pay annually and two months are free.
One price. Your whole team. Whether Portwood is used by 5 people or 500, your support plan price stays the same.
For teams that want to use Portwood independently.
DIY / self-service
No support plan is required to install or use Portwood.
Expert answers whenever you're stuck.
Starts at
$2,500 a year (2 months free)
Billed monthly or annually. Cancel anytime.
We don't just answer. We fix it in your org.
Starts at
$5,000 a year (2 months free)
Billed monthly or annually. Cancel anytime.
A dedicated expert who knows your org.
Starts at
$9,000 a year (3 months free)
Billed monthly or annually. Cancel anytime.
*Response times reflect working hours, Monday–Friday, excluding weekends and US holidays, EST timezone.
Portwood doesn't charge per user, and neither do these support plans. Add users, templates, documents, and workflows without changing your support subscription.
PLAN COMPARISON
The three plans differ on two things: how fast we answer, and how much of the work we do for you. Everything else on this page is the same in all three.
| BuilderExpert answers | TeamWe fix it for you | EnterpriseA named expert | |
|---|---|---|---|
| Monthly | $250 | $500 | $1,000 |
| Annual | $2,5002 months free | $5,0002 months free | $9,0003 months free |
| Response time* | 16 working hours* (about two business days) |
8 working hours* (about one business day) |
4 working hours* (same business day) |
| Troubleshooting broken templates, generation errors and configuration | Included | Included | Included |
| Private Slack channel or email for sharing proprietary templates | Included | Included | Included |
| Best-practice review of your setup | On request | On request | On request |
| Hands-on work in your org template edits, field fixes, small builds |
Not included | 2 hours a month | 5 hours a month |
| Monthly working session with an expert | Not included | Included | Included |
| Dedicated support expert who knows your org | Not included | Not included | Included |
| Priority on migrations and new template builds | Not included | Not included | First in line |
*Response times reflect working hours, Monday–Friday, excluding weekends and US holidays, EST timezone.
HANDS-ON DELIVERY
Support plans cover ongoing access and guidance. Expert Hours are for hands-on building, configuration, troubleshooting, and implementation.
QUICK ASSIST
$125/hour · Small fixes and troubleshooting.
Buy 5 HoursBUILDER PACK
$115/hour · For smaller implementations.
Buy 10 HoursCUSTOM CAPACITY
Flexible expert capacity for your needs.
Request Custom HoursMIGRATION DISCOVERY
A structured discovery engagement for organizations evaluating a migration from an existing document generation platform to Portwood.
DISCOVERY INCLUDES
DOCUMENTATION & DELIVERABLES
Visual representation of current and recommended document generation workflows.
Comparison of the current solution against Portwood capabilities, including identified gaps and recommended solutions.
Documented list of required functionality, integrations, automations, and document-generation requirements.
Key user journeys showing how users interact with document-generation processes from initiation through completion.
Categorized list of templates identified for migration.
Documentation of Salesforce automation, e-signature, APIs, and external integrations.
Recommended approach for moving existing processes and templates to Portwood.
Proposed phases, priorities, dependencies, and estimated implementation effort.
FULL MIGRATION
Pricing is provided following discovery and is based on template volume, document complexity, automation requirements, integrations, e-signature requirements, and overall migration scope.
QUESTIONS
No. Every Portwood software feature remains free. You are paying for expert time, support, and professional services.
No. Portwood can be installed and used without buying anything.
Support gives you ongoing access for questions, guidance, and troubleshooting. Expert Hours are used when you want us to perform hands-on work.
Yes. Start with Migration Discovery so both sides understand the complexity and have a clear blueprint before implementation.
Portwood keeps working. Your templates and automation stay in your Salesforce org, and the software remains free.
No. Enterprise Support covers access, guidance, reviews, and priority support. Hands-on development is delivered through Expert Hours or project scopes.
