The app is free.
The help is simple.

It's an optional extension package that writes Portwood HTML templates from a plain-English description (merge syntax, loops, conditionals, formatting) against the fields your query already returns, then checks its own output against the PDF engine and reports what it repaired. It's the only thing we've ever password-protected, and an active membership on any tier is the password: the $49.95+ org tiers, the $49.99 solopreneur tier, and the $99.99 agency tier all unlock it, with unlimited templates, unlimited edits, and every new version while you're a member. If you later cancel, the extension does not switch off: you keep an unlimited license to the version you were on at your last payment, and only stop receiving upgrade codes. Three caveats worth knowing up front: it authors HTML templates only, you build the query first (in the visual query builder, which is what the agent writes against), and it needs Portwood 3.46+ plus Einstein in your org. Full details here.

No, and that's a deliberate retirement rather than a gap. We used to charge a flat $199 per template; Agentforce for Portwood now writes them from a description in minutes, so charging for it stopped making sense. Your membership unlocks the agent, and the channel is there for what it can't do: a query that won't cooperate, a layout rendering wrong, a Salesforce release that shifted something. If you have a genuinely unusual document and you'd rather hand it over, ask in your channel and we'll tell you honestly whether it's something we can help with.

We don't put a meter on your questions, and Agentforce itself is unmetered by us: unlimited templates, unlimited edits. What we do is work one request at a time, in the order it lands, so every member gets a fair share of the team and turnaround stays honest against our one-business-day target. In the rare case a channel's asks run well beyond normal use, we'll have an honest conversation about the right tier, never a surprise charge.

Two reasons. The first is upgrades: the extension you've installed keeps working forever, but new versions ship with new install codes and those only go out through the support channels, so lapsing freezes you where you are. The second is everything that happens after "built" — Salesforce ships three releases a year, your fields and processes change, and a document that rendered perfectly in March can quietly break in June. The channel is a direct line to the people who write the engine when that happens. And if you do step away, every template you built stays in your org and keeps running.

Pricing follows your Salesforce org size: $49.95/mo up to 50 users, $99.95/mo for 51–200, $199.95/mo for 201–1,000, and $349.95/mo for 1,000+. You pick the tier at checkout, so your subscription is right from the first charge, and if your org grows into a new tier we simply switch you at the next cycle. Independent consultants and freelancers running Portwood on their own have an entry tier at $49.99/mo, and agencies and consultancies who build Portwood across multiple client orgs have their own tier at $99.99/mo.

We aim to answer every message in your private channel within one business day, and in practice it's usually much faster. That's a best-effort target — a channel where the people who build Portwood actually read what you post — not a contractual guarantee. If your team needs a guaranteed or faster response-time SLA, we offer that on higher tiers: talk to our sales team and we'll set one up.

Both — we meet you where your team already works. At checkout you pick Slack or Microsoft Teams, and within about 15 minutes of payment we spin up your private support channel on that platform and send your invite. Everything works the same either way: your dedicated channel, one-business-day answers, and the Agentforce extension unlocked. If your organization uses neither — a different collaboration tool, or a strict security policy — book a quick call and we'll set up a delivery channel that works for you, part of our Enterprise track.

That's implementation work, and our preferred partners are excellent at it: flows, scheduled bulk runs, signature rollouts, integrations, built around the templates you create. Each partner prices their own work. Meet them here.

Checkout and billing run on Stripe — you pick the tier that matches your org size at checkout, so your card is charged the right amount from the very first payment. If your org later grows into a larger tier, we switch you at the next cycle. Cancel anytime from your Stripe receipt or just ask in your channel. Templates live in your Salesforce org, so everything we've built stays yours forever — the app is free and open source, and that never changes.