We build your documents and help keep them working.

Essentials is general Portwood email support for consultants and nonprofit teams who need product guidance and troubleshooting. There is no named-template list or numerical template cap. Email support as available, first come, first served. No guaranteed response time. New builds, implementation and custom project work are quoted separately.

No. Commission a template build or automation project on its own, then add maintenance if you want ongoing help. We can also review existing templates for support coverage.

Support is provided in response to your requests. Essentials provides general Portwood email support. Builder, Premium and Enterprise cover the named templates and support responsibilities in your agreement. We diagnose and fix covered problems within your plan’s scope. Plans do not include proactive monitoring or a guarantee of uninterrupted operation. Work to resolve a problem within your plan’s support scope is included through resolution. Premium includes a monthly working session for your covered templates. New builds and automation are quoted separately.

Named-template coverage applies to Builder, Premium and Enterprise. Essentials provides general Portwood email support and does not require a named-template list. One covered document means one named production template and its existing Portwood generation configuration. Revisions to the same template count once; distinct templates, including templates inside a packet, count separately. For named-template plans, the named templates and agreed support responsibilities define package coverage. Generated document volume helps us assess operational complexity and fit; it is not a software generation quota or a per-document charge.

New builds and requests outside the covered scope are quoted for approval before work begins. There are no automatic overage charges.

Yes. Choose “Subscribe online” on Essentials, Builder or Premium to subscribe through Stripe. Once your subscription is confirmed, we’ll contact you to arrange support and, for Builder and Premium, confirm covered templates and Slack channel participants. You can also book a call before choosing a plan. Enterprise is quoted after a conversation.

Essentials, Builder and Premium are billed monthly at the prices shown. Enterprise billing is defined in your quote. Essentials covers one Salesforce org; Builder and Premium cover your organization within the agreed scope, without per-user service charges. Renewal and payment terms are defined in your agreement.

Enterprise coverage, support responsibilities, response targets, monthly rate and annual bill are quoted per client. There is no fixed Enterprise list price.

Custom template build: Template format, layout, related records, conditional sections, sample output, revisions and handoff are agreed in the project quote. New automation and integrations are separately scoped.
Document automation: We agree generation triggers, data mapping, file handling, signing or integration requirements, testing and handoff before work begins. The quote defines the work included. Projects can be commissioned separately from service plans. Initial implementation is quoted per project.

For named-template plans, Portwood can support existing templates built by your team or another provider. We review the templates and existing generation configuration, agree the named coverage and any prerequisites, then confirm the maintenance agreement before support starts. Acceptance follows review and the applicable written agreement. Any onboarding, remediation or migration identified during review is scoped and quoted separately.

Essentials: Email support as available, first come, first served. No guaranteed response time. Builder and Premium initial response targets apply during working hours: Monday–Friday, US Eastern, excluding holidays. After the initial response, we work covered problems through resolution. Response times measure the initial reply; the time to complete a fix depends on the issue. Binding commitments and escalation arrangements are defined in your agreement.

These prices cover professional services. They do not change product features or require a plan to use Portwood. Software licensing continues under the Terms of Service when paid services end. Existing signed agreements and grandfathered pricing continue to be governed by their terms.

Review the Legal & Trust library for our MSA, PSA, security information, privacy policy and terms. Your plan and applicable agreement define scope, fees and commitments. Booking a discovery call does not purchase or activate services.