A proposal with a point of view.
A photographic cover, custom fonts, a live program table and a page prepared for signing.
Explore the proposalMake the document
you meant to make.
Keep the data in Salesforce. Give the document the attention it deserves.
Your document.
Your Salesforce data.
Start with a file you already use, build on a canvas or write HTML. Choose the record information and related lists that belong in the document.
Build your first documentMake your brand
part of the document.
Use licensed custom fonts, shared image assets and deliberate page layouts. Give signing pages and emails a matching identity.
Use your own PDF fontsFrom a record
to the next step.
Download a document, save it to Salesforce, run it from a Flow or prepare it for signatures. Keep the workflow connected to the record.
Prepare your first signing requestBring the design.
We’ll bring the data.
Custom fonts, related lists, conditions, charts, totals and images let one template adapt to the record.
A report people want to read.
A distinct identity, a native chart and a clear view of the partnerships behind the numbers.
Explore the reportChoose the right format.
| Start with | Generate | Good for |
|---|---|---|
| Canvas (beta) or HTML | Designed pages, proposals, reports and signing documents | |
| Word | Word or PDF | Existing business documents and editable letters |
| Excel | Excel | Workbooks, data exports and spreadsheet templates |
| PowerPoint | PowerPoint | Presentations with record information and supported images/charts |
| Fillable PDF | Mapping information into an existing PDF form |
Format capabilities differ. Excel and PowerPoint do not generate server-side PDF output. Compare template types in the guide.
Run it where you work.
Use a record-page button, a Flow or global Apex classes. Generate one document or plan a bulk job.
Explore automationCarry the brand through.
Apply your identity to documents, signer pages and signature emails.
Set up your brandDescribe a first draft.
An optional Agentforce extension can help write HTML templates. Salesforce AI entitlements and credits apply.
Explore the AI extensionMake it your own.
Install Portwood, follow the guide and build your first document. Use your Salesforce records to build the documents your process needs.
Install PortwoodMake it happen with us.
Bring the document, the deadline or the whole migration. We’ll help scope the work and prepare a project quote.
Template builds, document automation and migration are scoped and quoted per project, separately from ongoing care.
Explore implementation projects