The software is free. You're paying for our time, or not at all.
Portwood is Apache 2.0 — every feature, unlimited users, unlimited documents, free for life. There is no paid tier of the app and there never will be. What we sell is the work around it: building your templates, scoping a migration, and staying reachable when a Salesforce release moves something.
Portwood
The whole app. Not a trial, not a starter tier.
- Every feature — nothing paywalled, no upgrade prompts
- Unlimited users, unlimited documents, unlimited templates
- PDF, Word, Excel, PowerPoint and HTML output
- Built-in e-signatures — no per-envelope fees
- Giant Query: 50,000+ child records in one document
- Flow actions, bulk generation, barcodes and QR codes
- The full User Guide and template library
- Community Slack for general questions
- Apache 2.0 — fork it, audit it, keep it
No card, no sales call, no trial clock.
Premium Support
A private channel with the people who write Portwood.
- Ask anything — your templates, your queries, your org
- One-business-day response target on every message
- The room where templates get built: drafts, screenshots and revisions go back and forth with the engine authors
- Insurance against the three Salesforce releases a year
- In Slack or Microsoft Teams, whichever you already use
- An annual contract, priced by the size of your org
- Your templates stay yours and keep running whether you renew or not
Starts with a 30-minute call so we put you on the right tier the first time.
Templates & Automation
Tell us what you need built. We build it.
- Templates in Word, Excel, PowerPoint and HTML
- Record-triggered and scheduled generation flows
- Bulk generation at volume
- E-signature rollouts
- Integrations with the rest of your stack
- Built against real records from your org and delivered working, not as a draft you finish
- Yours forever — it lives in your org and keeps running if you cancel everything else
Why not a flat rate: a one-page receipt off a single record and a board packet that walks four levels of your schema are genuinely different builds. We scope the project, then quote it — so complex work gets built properly instead of trimmed to hit a price.
Scope it on a callYou get the number before we start.
Implementation Partners
When you'd rather use someone else — or need more than documents.
- An option, not a hand-off — we build this work ourselves too
- Useful when the project runs wider than document automation
- Useful when you already have a partner in the org
- Useful when you want the work done in your own timezone
- Or your own team takes it in house, and we support them through it
Quoted by the partner, not by us.
What is document generation costing you now?
Put in what you're actually paying your current vendor. We don't publish other companies' prices — you already know yours, and it's the only number that matters here.
Plus 15 more people who can generate documents without asking anyone for a seat.
Software cost only. Migrating templates takes real work — that's the part we'd quote you for, and it's a one-off against a bill that repeats every year.
Before you ask us on a call
Is the app really free, or free until you have enough users?
Really free, and the licence is the reason you don't have to take our word for it. Portwood ships under Apache 2.0 — that grant can't be revoked on the version you already have. If we ever became unreasonable, the code you installed keeps working and anyone can fork it.
Then how do you stay in business?
Premium Support, and building templates and automation for teams who'd rather not do it themselves. Most orgs running Portwood have never paid us anything, which is exactly the model working as intended — the free installs are how the paying ones find us.
What happens at the end of the term?
Support runs on an annual contract. If you don't renew, nothing stops working — the app is unaffected, your templates live in your org, and every document keeps generating. You lose the private channel, not the software. There's no data to export and nothing to migrate off.
Why annual rather than month to month?
Because the work isn't monthly. A template rebuild, a migration, and getting your documents through three Salesforce releases all play out over a year, and the value of having us on hand shows up unevenly — quiet for six weeks, then everything at once during a release. A year is the honest unit for that. It also means we're not re-selling you every thirty days.
Why is Premium Support priced by org size?
Because a five-person nonprofit and a 4,000-seat enterprise generate very different volumes of question. The 30-minute call exists so we quote you once instead of adjusting later.
Do I need a call to install it?
No. Install from the AppExchange, assign the permission set, open the app. The call is for teams who want a migration scoped or templates built — it's a service conversation, not a gate.
Who actually answers in the support channel?
The people who write the engine. There is no tier-one queue to get past, which is most of what you're paying for.
Install it first. Talk to us if you get stuck.
That order round the right way is the whole pitch. Nothing about the free app is contingent on the conversation.